Category: Weekly Update

Fed steps into overnight lending markets

3 Minute Read Earlier this week, the US federal reserve stepped in to provide billions of dollars in liquidity to overnight lending markets, the first time since the financial crisis of 2008. This action led to some pretty scary media headlines, so I wanted…

US-China Trade War Facts

2 Minute Read The US-China trade war has been dominating the headlines over the past several months, with many claiming this is will lead to our next economic downturn. For context, here are some other significant economic events where similar claims were made: Taper Tantrum (2013) Russian…

Long-Term Care Discussion

3 Minute Read Long-term care is increasingly becoming one of the more complicated financial planning items for individuals, couples, and families as it is so difficult to project and plan. Most of us have a retirement date, we know when our kids will begin college,…

Equifax Data Breach Settlement

4 Minute Read As you may have heard, the credit rating agency Equifax has recently offered a settlement to all individuals affected by their much-publicized data breach. Please find below a complete analysis of how this affects each of you along with some steps…

Average 401(k) Savings by Age

2 Minute Read A question I am asked frequently when discussing retirement; how much should I have saved?  Some “experts” claim you need to replace 80% of your pre-retirement income, while other marketing campaigns by financial services companies want us to believe that we need close to…