News & Insights

Financial Insights – January 31, 2024

Financial insights for your life and lifestyle. Tax season is back and the recession that never was.

Sandwich Generation

What is the “Sandwich Generation?” The Merriam-Webster Dictionary defines it as “a generation of people who are caring for their aging parents while supporting their own children.”

Financial Insights – January 15, 2024

GOVERNMENT SHUTDOWN – YES OR NO? In just four short days (January 19th), the first of two potential partial shutdowns could occur unless Congress comes to an agreement and the President signs a bill. As you may recall, former Speaker McCarthy along with Democrats passed a continuing resolution to avoid a shutdown in late summer.

Financial Insights – January 2, 2024

WOW! WHAT A DIFFERENCE A YEAR MAKES This time last year almost everyone was sure that the interest rate increases would lead to a recession. While we didn’t rule out the possibility of a minor recession, we believed the recession had a greater chance of occurring in 2024. Now, the experts are discounting the possibility of a recession in 2024. We think the possibility of a recession is not as eminent in 2024, but a brief and mild recession cannot be ruled out.

Financial Insights – December 15, 2023

The National Debt and All That Interest

The Gift of Financial Literacy at Any Age

The holiday season is a time for comfort, joy, and celebration. As we gather with family and friends, it's also the perfect time to have meaningful conversations with the ones we love. In a world driven by economic complexities, the importance of financial literacy cannot be overstated.

1 2 3 72