Financial Planning

Economist Milton Friedman’s “long and variable” lag could, along with current household and corporate debt dynamics, help explain the economy’s muted reaction to this hiking cycle.

The Federal Reserve’s monetary policy has changed since the 2008 financial crisis, resulting in a lack of direct link between interest rates and the money supply. Recent economic reports suggest the Fed may raise rates further, impacting equity valuations.

It’s easy to idolize the accomplishments of those who are more successful than you, but it’s hard to understand the price they paid for that success.

Since it first became available in 2006, the Roth 401(k) has been a great plan for your retirement. It allows you to invest after-tax money directly from your paycheck that then grows tax-deferred.

Yes, we have banking problems. No, this is not 2008. It’s much more like the 1970s Savings & Loan problems. In other words, we do not have credit problems today, we have duration (asset-liability) problems.

We know that understanding Medicare can be a real headache, which is why we are thrilled to introduce you to Ira Sorenson of Revive Insurance to help easy the pain.

CWS is excited to introduce our first guest , Scott Robbins from Summit Sotheby’s International Realty, with an update on the spring 2023 housing market.

News surrounding Silicon Valley Bank shook markets last week. What does it mean and what happens next?

“Investing, as in life, it is important to learn from the past, appreciate the present and plan for the future. This is particularly true at turning points.”

Could this affect your retirement? Here’s a great breakdown on the likely coming if the bill passes the Senate.