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Posted on September 26, 2023

Americans spending? (recession warning)

Is a new recession warning flashing? Let’s discuss. You’ve probably heard us say that consumers (like us) are the backbone of the U.S. economy. It’s true. Consumer spending accounts for nearly 70% of economic growth. It’s been the engine of the pandemic recovery and has played a large part in calming recession fears. As long […]

Category: News

Posted on August 31, 2023

Trouble ahead? (debt downgrade)

You might have heard that Fitch downgraded the U.S. government’s credit rating in August.1 What does that mean for you? Let’s discuss. Who is Fitch Ratings, anyway? When companies and governments issue bonds, the bonds get rated by one of three agencies: Fitch Ratings, Moody’s, and Standard & Poor’s. The rating represents the agency’s evaluation […]

Category: News

Posted on August 24, 2023

How high will rates go?

How high do you think the Federal Reserve will have to push interest rates to fully tame inflation? Before we dig in, here’s some good news: inflation is much, much lower than it was last summer. From its 2022 peak, headline inflation has plummeted to 3.2% in July after rising slightly over June’s reading.1 Core […]

Category: News

Posted on July 19, 2023

How’s The Economy?

Big question: how’s the economy doing? With the year more than half over and markets on a spree, it’s an important question to consider. Let’s dig into the latest data and find out. Inflation continues its downward spiral. The latest data for June shows that inflation fell for the 12th month in a row to […]

Category: News

Posted on May 24, 2023

Debt Storm Ahead?

Politicians are creating more drama than Hollywood over the federal debt ceiling. Let’s recap what we know with some educated speculation about what could happen next. What is the debt ceiling and why is it in the headlines (again)? The federal debt ceiling is a limit on how much the U.S. Treasury can borrow to […]

Category: News

Posted on May 11, 2023

Correction Incoming?

Markets are doing their thing again, so let’s discuss. Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again.1 We’re caught in a whipsaw pattern of uncertainty. Is this weird? Not really. These things happen pretty regularly when investors get jittery. Let’s talk about what’s going on. (Scroll to the […]

Category: News

Posted on March 16, 2023

SVB and bank collapses

Is it 2008 all over again? Should we be worried about the financial system collapsing? Deep breath. Let’s discuss. On March 10th, Silicon Valley Bank (SVB), a bank catering to startups closed its doors after it could no longer cover withdrawals.1 Days later, regulators also took over Signature Bank. There’s reason to believe a number of […]

Category: News

Posted on February 14, 2023

What’s next for the economy

Simple question: How’s the economy doing? Answer: It’s complicated. After the Federal Reserve hiked interest rates again (but less than last time) and all the market volatility, it’s a good time to talk about the economy.1 Inflation has been falling since summer Inflation fell for the sixth straight month in December, bolstering evidence that it […]

Category: News

Posted on February 02, 2023

529 Rollovers (coming soon)

529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st. Here’s what you need to know: Typically, 529 money is dedicated to education expenses like college tuition. Taking money out for other “non-qualified” purposes generally triggers penalties and taxes. Meaning that if your […]

Category: News

Posted on January 06, 2023

Happy New Year!

We hope you had a fantastic end to your 2022 and are feeling refreshed and ready for 2023. We wish we were bringing over some fresh fruit smoothies or pressed juices to help kick the year off. Instead, we have some new retirement rules for you. Fun, right? We’re going to try to make it […]

Category: News

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