by Jonas Lowery, CFP® | Apr 12, 2022 | Blog
I’ve put off writing about the topic of budgeting for some time now, probably for the same reasons that most people hate talking about it. Budgeting is boring, inconvenient, and restrictive. Aside from all that, many get to a point where they don’t feel they need a...
by Joseph "Bo" Billeaud | Mar 16, 2022 | Blog
This is important, so please read. Remember this chart from our recent blog A Timeless Lesson – Don’t Miss the Forest for the Trees? Well, there is another chart below that goes along with it. It is a graphic of the portfolio declines experienced along the way. Since...
by Montgomery Gossen | Mar 4, 2022 | Blog
As we cross into the second week of the Russian invasion of Ukraine, investor willpower is being put to the test. On top of the war, investors are combatting inflation concerns and impending interest rate hikes that have initiated selloffs across multiple financial...
by Joseph "Bo" Billeaud | Feb 24, 2022 | Blog
The events of the last few weeks are certainly unsettling, but unfortunately not unprecedented. Whether we are talking about Iraq’s invasion of Kuwait, the start of the Korean War, the Cuban Missile Crisis, or Pearl Harbor, a similar pattern of reaction in the...
by Montgomery Gossen | Feb 4, 2022 | Blog
On March 11th, 2021, President Joe Biden signed the American Rescue Plan Act of 2021 into law, which will provide $1.9 trillion of economic stimulus in response to the continued effects of the COVID-19 pandemic. To help digest, below are some of the highlights we...
by Joseph "Bo" Billeaud | Jan 17, 2022 | Blog
The sky is (still) falling! No, really, it is. Just look around. Political discord, Covid, rising inflation, ever growing spending and federal debt levels, geopolitical threats from China and Russia. Did I miss anything? Oh yeah, Islamic Jihad. With all of these...
