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What to Consider When Looking for a Financial Advisor
Whether you need investment advice, help managing an estate, or preparing for tax season, there’s a financial advisor out there for you. But with such a broad definition, how do you pick a good match?
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Tax Planning for the Biden Administration
Tax Planning for the Biden AdministrationPotential Strategies to Combat Increased Taxes Many individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations. The...
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2021 Retirement Confidence Survey
Will your retirement dreams match your reality?That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?For more than 30 years, the Employee...
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Before You Claim Social Security
Before You Claim Social SecurityA few things you may want to think about before filing for benefits. Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual...
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SPACs Take Center Stage
The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach.SPAC stands for Special Purpose Acquisition Company, and they are sometimes referred to as...
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Traditional Vs. Roth-Using Conversions to create Tax-Free income
Part I: Traditional vs Roth IRA As a trusted financial advisor in Carlisle PA, people often ask me the question “which retirement account is better Roth or Traditional?” The answer is-it depends. It depends on your current...
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Consolidating Your Retirement Accounts with ESG Investments
Once you have a clear picture of your priorities – that is your values, goals and high leverage activities, organize around them. -Stephen Covey Organization is one of the pillars of achieving any financial goal, this is true...
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
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Is Inflation On The Rise?
Right now, many Americans are worried about their financial health due to the impact COVID-19 has had on the country. Adding to these concerns were July's consumer prices— excluding food and energy—which rose at the...
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CFG Impact- Investing for a better future.
When I first started in the investment business there were only a few fund managers that really offered a true Socially Responsible Investment platform. Over the last dozen years or so I noticed the concept go from a specialized niche...
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Federal Student Loan payments paused due to COVID-19
This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year.But that's not all that's different. The current administration has issued an executive memorandum...
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Will Political Changes Affect the Economy?
With all of the storm and stress of the year 2020, you’d be forgiven if you momentarily forgot that we’re due for another national election in November. Many states will be selecting governors, representatives, and...
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Keep an Eye on Buying & Selling by Corporate Executives
To some, the buying and selling of a company’s stock by corporate officers and directors can be an indicator of Wall Street sentiment.In July 2020, the ratio of companies with executive buying compared with executive selling...
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30-year Home Loans Fall to Historic Lows
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
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U.S. Banks Flush with 2 Trillion Dollars in Cash
An “eye-popping” $2 trillion in cash has been stashed in deposit accounts at U.S. banks since the COVID-19 pandemic first hit the country in January.1This surge of money into banks has no precedent in history.Several...
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What's driving current market behavior?
In the era of COVID-19, and the financial woes it has created, I often get asked, “Why is the stock market holding up so well when the economy appears to be struggling?”To understand why the markets react — or...
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