Financial Planners
The first quarter of 2025 started strong but saw US markets reverse course as the Trump administration’s tariff policies grabbed the headlines. Meanwhile, international stocks as well as bonds posted gains for the quarter, offsetting some of the negative domestic returns in diversified portfolios. While economic indicators such as inflation and unemployment remain in a […]
This article is from our friends at Clearnomics and is an excellent explanation of President Trump’s tariff plan and what it might mean for the economy. It provides excellent historical perspective and a good reminder of why it’s important to stay the course with your portfolio… On April 2, President Trump announced new tariffs on […]
This article was also published in TheStreet.com Overall, the stock and bond markets have been very strong since late 2022, and as I write this in early 2025, the economy and the stock market are not showing signs of impending doom. However, when markets go on an extended run there is always concern that prices […]
The following piece is brought to you by our friends at Clearnomics Check out our Kitchen Table Finance Podcast where Dave and Nick discuss this in detail. Listen HERE The 19th-century author Balzac wrote that “our worst misfortunes never happen, and most miseries lie in anticipation.” This quote perfectly captures 2024, a year of major […]
I’ve barely gotten used to writing 2024 when I put the date on something, and we’re already well into the year’s fourth quarter. We’re already making Thanksgiving plans and talking about Christmas travel. Here in northern Michigan, the weather has turned very November, making sure we don’t forget that time is moving on. The end […]
Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. Stocks continued to surge higher during the third quarter, with every index we watch posting positive returns. The Federal Reserve finally pivoted to lowering interest rates in September. Overall, inflation has continued to cool, falling to 2.6% in […]
https://media.blubrry.com/kitchen_table_finance/content.blubrry.com/kitchen_table_finance/Kitchen_Table_S3_Ep37.mp3Podcast: Play in new window | DownloadIn this episode, we dive into the key developments in the markets during the third quarter of 2024, along with an update on the current economic environment. Join us as we discuss how stocks surged across the globe, inflation continues to cool, and the Federal Reserve’s pivotal decision to […]
There is no escaping this year’s Presidential election. Every television commercial, every spam robocall, every inch of our neighbor’s yard, reminds us that we must vote in November. As we meet with clients for reviews this fall, the question of what the election will mean for the markets and the economy looms in the background. […]
The longer I practice financial planning, the more I understand that if you don’t preserve your health in retirement, all our talk of goals and spending plans is for naught. You can’t travel, enjoy time with your grandkids, or generally remain active if you do not preserve your health. Furthermore, healthcare for retirees is a […]
Note: Listen to our latest Kitchen Table Podcast Episode where Dave and Nick Discuss this in detail. S3E25 – Q2 2024 Review and Q3 Outlook Stock and bond returns were mixed overall for the second quarter. The broad US indices continued to push higher in the second quarter of 2024, driven by the continuing boom […]
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