Blog
On point planning.
Welcome to our finance blog, where we deliver on-point insights and resources for attaining financial goals. Discover tips and education for all financial stages, and leverage our expertise to master your finances.
How Elections Impact the Stock Market: Key Insights for 2024 Investors
Discover how the stock market historically performs during presidential election years. In this 2024 special edition, we cover key trends, data, and insights that show how elections can impact your investments. Stay informed and invest wisely.
2024Q3 Review & Market Outlook: Fed Rate Cuts, Election Volatility & Investment Strategies
Discover the Q4 2024 market outlook - including insights on Fed rate cuts, election volatility, and investment strategies. Learn how to navigate the market shifts and stay prepared for the months ahead.
Liquid Term (Lt)
Explore the crucial concept of Liquid Term (Lt) in a comprehensive 4-minute read. Learn how to calculate, understand, and improve your Lt to enhance financial stability and readiness for unforeseen events. This blog post breaks down liquid assets, assesses annual living expenses, and offers practical strategies for managing your financial health. Perfect for individuals and families navigating the complexities of financial planning.
2023 Market Review: Investment Lessons Learned & How to Apply Them in 2024
Discover essential investment insights from 2023, including adaptability, opportunity dispersion, and AI's impact on stocks, to thrive in 2024's market.
Bullish vs. Bearish: Navigating the Market Outlook for 2024
Dive into an in-depth analysis of the market trends for 2024. Understand the bullish and bearish perspectives and how they can impact your investment strategies.
Total Term (Tt)
Unlock your financial potential with Total Term (Tt), the key to lasting financial freedom. This innovative metric calculates how long your assets can support your current lifestyle, empowering you to make informed decisions for a secure future. Our latest blog post dives deep into the components of Total Term - Liquid, Qualified, Real Estate, and Business Term - providing insights into achieving a comfortable retirement. #FinancialFreedom #TotalTerm #RetirementPlanning
Burn Rate (Br)
Unlock the secrets of your Burn Rate (Br) with our latest blog post. Learn the optimal Burn Rate for your income level and discover practical tips to manage your expenses, save smarter, and pave the way to financial freedom. Get ready to take control of your finances today!
2023Q3 Market Insights: Tech Giants & Treasury Yields
Explore the dynamics of the 2023 third-quarter market. Dive into the tech giants' impact, U.S. Treasury yields, and anticipate Q4 changes.
Debt Rate (Dr)
Master your financial health by understanding your Debt Rate (Dr). Explore its role in your financial stability, factors influencing it, and strategies to manage it effectively.
2023Q2 Market Insights: Mega Forces in Play
2023Q2 - New quarter, new opportunities! 🚀 Join us for an exciting Q2 market review and a forward-looking investment outlook. We'll dive into robust tech earnings, calm VIX levels, and the major themes to guide the rest of the year. Plus, a personal update and info on the upcoming TD Ameritrade & Charles Schwab merger. #InvestmentStrategies #MarketOutlook #MegaForces
Real Estate Term (Rt)
Your financial health depends on understanding your Real Estate Term (Rt) Score. Dive into our comprehensive guide and pave the way to a prosperous future.
Debt Ceiling Deja Vu
As the "X-date" looms ominously without a resolution to raise the debt ceiling, investors are left pondering the potential fallout on their portfolios. Dive into our latest blog post, "Debt Ceiling Deja Vu," to learn more about the uncertain landscape and why sticking to a long-term, diversified investment strategy may be the best way to navigate these tumultuous times.
Qualified Term (Qt)
Uncover the importance of Qualified Term (Qt) as a critical financial vital sign, and discover how it impacts your retirement planning. Learn to balance assets, optimize savings, and make smarter financial decisions for a secure future.
2022 Tax Day Tips
Happy Tax Day! 💸💰🎉 As we wrap up the tax season, here are some essential things to keep in mind for your 2022 taxes. #TaxSeason #TaxTips #IRAs #TaxCredits #Deductions #EVTaxCredit #MichiganTax #TaxPlanning #CFP #EnrolledAgent #AvoidOverpaying #MoneyMatters 💰💬
2023Q1 Market Insights: Navigating Volatility and Positioning for Success
💰💥 The past quarter brought market volatility, but we're staying the course and positioning ourselves for success. 🔍 Keep an eye on the disconnect between inflation and rate cut expectations. #marketvolatility #investmentstrategy #inflation #ratecuts
The Power of Long-Term Investing: Examining 10, 20, and 30-Year Rolling Returns
Here's a dose of optimism for all you long-term investors out there! 🌞💪 Despite economic downturns, wars, and pandemics, historical data shows that the rewards of long-term investing can be substantial. Take a look at rolling returns and get motivated to stay the course.
Silicon Valley Bank: What Happened?
Silicon Valley Bank's rapid growth, coupled with rising interest rates, caused a run on the bank and eventual collapse. Head over to the blog to cut through all the noise and hysteria for a quick four-minute synopsis of what happened and what it means going forward. Learn more here….
Savings Rate (Sr)
Learn about the Savings Rate (Sr) and its importance in your financial health in our latest blog post. Follow our series on financial vital signs for more insights on achieving financial wellness.
Five Key Questions
As we look ahead to 2023, several key questions need to be answered this year, as they will significantly impact financial markets. Here are five questions that we believe will be critical to watch …
2022 Review + 2023 Outlook
The last quarter of 2022 has now come to a close, so let’s break down what moved markets over the previous year, how we were positioned, and our outlook for 2023.