A Midyear Review with Kimberly DeProspero, CFP® and Hank Cleare, CFP®
Posted by Financial Strategies Group in Blog Posts, Economic UpdateContinue reading more in LPL’s 2023 Midyear Outlook
Economic Update
April 2023
Posted by Financial Strategies Group in Economic Update, NewslettersThe financial markets’ resilient performance during March was striking, despite pockets of uncertainty surrounding the strength of the economy—and not to mention concerns over the durability of the banking system. The ability of the market to navigate nearly two weeks of headline-related risk tested…
Understanding FDIC Insurance
Posted by Financial Strategies Group in Blog Posts, Economic Update, Giving More, InvestingGiven the media surrounding the SVB collapse, it’s natural to wonder how protected your money actually is within a bank. It’s important to be aware of your rights and how these institutions can keep your money safe. There are several organizations that have been set…
The Housing Outlook for 2023
Posted by Financial Strategies Group in Blog Posts, Economic UpdateThe housing sector was a huge and early beneficiary of the super-loose monetary policy of 2020-21. But, once the Fed started tightening, housing took the lead downward, as well. This isn’t a repeat of the 2006-11 housing bust, but it will drag on. Don’t expect…
January 2023
Posted by Financial Strategies Group in Economic Update, Financial Planning, Insights, NewslettersWhen we come across articles that speak to our core investment philosophies, we are inclined to share them with you all, especially during times of larger market and world events. During these events, emotions run heavy, and our instinct is to flee or immediately change…
Market Update │ August 4th, 2022 │ Big Week for Market Watchers
Posted by Financial Strategies Group in Blog Posts, Economic UpdateLast week was epic for market-watchers. A Federal Reserve (Fed) rate hike, a much-anticipated gross domestic product (GDP) report, and the busiest week of earnings season got most of the headlines. There was even a surprise out of Washington D.C., with a Schumer-Manchin agreement on…
July 2022
Posted by Financial Strategies Group in Economic Update, NewslettersMarkets rarely give us clear skies, and there are always threats to watch for on the horizon, but the right preparation, context, and support can help us navigate anything that may lie ahead. So far, this year hasn’t seen a full-blown crisis like 2008–2009 or…
Thought of the Week │ July 18th, 2022
Posted by Financial Strategies Group in Blog Posts, Economic UpdateAt a time when recession dominates investment conversations, the consistent strength in the U.S. labor market should be viewed as a bright spot. The June jobs report painted a picture of consistency and strength in the labor market. The U.S. economy added 372K new jobs,…
June 2022
Posted by Financial Strategies Group in Economic Update, NewslettersA Letter to Our Clients We wanted to take a moment to address some of the stress you may be experiencing due to what we’re currently seeing in the markets. Please know that fluctuations similar to this are normal and that your financial plan was…
September 2021
Posted by Financial Strategies Group in Blog Posts, Consortium Retreat, Continuing Education, Dimensional Funds Advisors, Economic Update, Family, Financial Planning, Giving More, NewslettersFive Things to Think About as you Weigh Your Social Security Options Deciding when to claim your social security benefits is not only a big decision but a personal one. After all, it’s likely you have been paying into Social Security for decades, and now…