Blog
Your Monthly Market Newsletter, August 2023
Despite persistent and lingering heat and humidity in most parts of the country, the bulls kept running in July, with both the economy and stocks proving quite resilient despite rising interest rates. In their ongoing efforts to...
Read MoreJuly 2023: Your Money Matters
This month’s Your Money Matters newsletter contains great tips for revising how you view your bucket list, new tax rules to know when selling your home, info on why portfolio rebalancing is so important, and considerations when...
Read More
Weekly Market Insights: Debt Talks Optimism Keeps Eyes on D.C.
Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...
Read More
Weekly Market Insights: Stocks Rally As Attention Shifts to Fed's May Meeting
Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...
Read More3/24 Market View Weekly
We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...
Read MoreShow All
2/24 Market View Weekly: By the Numbers
Stocks SlideStocks struggled last week, buffeted by growing fears of further Fed tightening and disappointing forecasts from two major retailers that called into question the consumer's health. The release of the minutes from the...
Read MoreLife Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
Read More
October’s Surge Holds Hope
Happy November. As we move into the season of giving thanks, we can all feel thankful for a bit of good news about the markets. Stocks soared during October, with value stocks outperforming growth as earnings season kicked into high...
Read MoreThe Inflation Reduction Act: What Does It Mean for You?
As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...
Read More
July Markets End on a High Note
July was yet another month of roller coaster ups and downs, marked by continued consumer concerns about supply chain issues and higher costs for goods and services. The weather wreaked havoc in many parts of the country, as torrential...
Read MoreDon't Panic - A Bull Case for Equities
It’s hard to ignore current news about persistent market volatility, and we’re guessing this has resulted in some anxiety about what (if anything) you should be doing. Please be assured that we are actively monitoring the...
Read MoreNew Movember Tradition!
We hope everyone had a wonderful Thanksgiving! We put together a video to show our thanks and also bring awareness to Movember.
Read MoreBeneficiary Checks on Accounts
It is important to secure your future after all the hard work and time you have put into becoming successful. One of the many ways to assure your finances are in good hands even after you are gone, is to set up a beneficiary on your...
Read More
Paralegal CLE Event
A big thank you to the VTLA and all of those who attended the Paralegal Seminar. Josh and I feel very fortunate to be a business partner for the group and we would also like to thank you all for coming to our booth. If you would like...
Read More
Honoring Veterans Day
November 11 is Veterans Day, a day to honor and remember the bravery, contributions, and sacrifices of our armed services members who have defended us so ably, who have run toward danger rather than away from it and who have helped to...
Read More
What's Your Retirement Dream?
65 is the new 55! Advances in medicine, technology and nutrition have added nearly 10 years to American life expectancy over the past few decades. While formal “retirement age” hasn’t changed much, expectations...
Read More
Remembering Passwords
In a world where everything financial seems to be connected to an online account, it’s incredibly important to have good passwords to keep everything safe and secure. Yet a common complaint from clients is that it’s hard...
Read More
Beware of Phone Scams!
Scammers are pretty crafty these days. With sophisticated software to help make themselves sound convincing (“You’ve won money!” “You owe the IRS!” “You’re getting a refund!”),...
Read More
Do You Qualify for the Child Tax Credit?
As of July 15, 2021, qualifying households will receive monthly tax credit payments of $250 to $300 per child, with no additional action on their part. Let’s focus on the big takeaways: Which families and children qualify? For...
Read More
Economic Lessons from Used-Car Inflation
Inflation is defined as the general upward price movement of goods and services in an economy. The key word is “general.” Inflation tends to be uneven and affects the price of some items more than others. If you’ve...
Read More
Let's Talk About Life Insurance
Here’s a difficult question: What would your family do without you? If you were no longer around, would they have enough to survive and move forward? Many people think financial professionals only specialize in investment...
Read More
A COLA with Your Social Security?
If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022. Preliminary estimates call for a 4.7% cost-of-living increase (COLA) in Social...
Read More
Follow Jacob Charlwood on Facebook too!
I hope you'll visit my Facebook page, Jacob Charlwood Financial Advisor for timely business and financial insights and sometimes "just for fun" posts.
Read More
The Best Moments of Life – How to Afford Them
As you enter each new phase of your life, milestones such as marriage, buying a home and having kids will impact you financially and inevitably affect how much money you can put toward retirement. While these new expenses can be...
Read More