Author: Kevin Swanson, CFP®
Quarterly Investment Update: 4th Quarter 2023
In July 2021, my wife and I flew to the Pacific Northwest to visit clients — putting her pilot’s license to good use! After completing our client meetings, we checked…
This Tax Season, Take a Team Approach
Let’s face it, no one enjoys paying taxes. In fact, people go to great lengths to find the “right” CPA so they don’t pay more in taxes than absolutely necessary….
2023 Mid-Year Investment Outlook
The possibility of a recession was one of the hot topics we discussed during our 2023 Full-Year Investment Outlook in February. Yet, here we are, six months later, and financial…
CDs vs. Bonds: Consider the Differences
With many banks offering 4 – 5% interest rates on certificates of deposit (CDs), many investors are rushing to invest their cash reserves in CDs. Of course, the appeal is…
Stock Market Purgatory: How Did We End Up Here?
Growing up in a Protestant household, I didn’t encounter the concept of purgatory until later in life. But as I learned about the Catholic belief of purgatory, I began to…
Post-Pandemic Economy: A Repeat of Post-World War II?
I’ve always been intrigued by and curious about trends and patterns around us. Maybe that’s why I find such enjoyment in searching for the cycles and themes within economics and…
All Recessions Are Not Created Equal
Over the past few weeks, more and more economists are suggesting that a recession is coming. And as the cadence of recession chatter increases, Americans are beginning to question how…
How You Might Benefit from SECURE 2.0 Act
SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure retirement. With almost 100 changes, the legislation is nuanced and…
Fed’s Latest Rate Hike Signals Stability
This past Wednesday, the Federal Reserve announced a 0.25% rate hike, bringing the federal funds rate to 5.00%. This rate hike was anticipated by the industry, as the Fed continues…