Market Commentary

Rebalancing In a Bear Market

If we are not in a bear market yet, we're getting pretty close. The definition is a 20% downturn or more over at least a two-month period of time. The Reality There

Financial Planning

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Advisor Alpha – Why You Should Hire a Good Financial Advisor

Have you ever thought about hiring a financial advisor to help you grow your investments? If you have, you've probably wondered how to do it and if it's worth the

by Rich Feight, CFP

Market Commentary

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Protected: Q1 2022 Market Commentary

There’s no sugar-coating the news: the U.S. and global markets took a hit in the first three months of 2022, offering investors an experience that they haven’t been accustomed to

by Rich Feight, CFP

Market Commentary

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Protected: Is It a Bear?… Should I Run?

Are we headed into another bear market? Will inflation sore to early 1980's levels? Will Bitcoin or Dogecoin take over the world currencies? Who knows. But we do know that

by Rich Feight, CFP

Market Commentary

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Protected: Q4 2021 Market Commentary

There have been a lot of cartoons and jokes lately about how it has felt like Groundhog Day, with 2021 being basically a repeat of 2020. The pandemic rages on.

by Rich Feight, CFP

Beyond Numbers

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100 Things List

Are you getting the most out of life? Do you know what makes you happy? One strategy can help you gain clarity on what you should be doing - 100

by Rich Feight, CFP

Estate Planning

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5 Reasons to Update Your Estate Plan Right Now

Estate planning can be complicated. You have to contemplate your mortality and decide what to do with all your stuff. Then you have to meet with an attorney and go

by Rich Feight, CFP

Financial Planning

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Top 10 End of Year Planning Tips

The end of the year can be busy. There's a lot of things that can be missed as we race through the holiday season. Here are my top 10 end-of-year

by Rich Feight, CFP

selective focus photography of woman holding yellow petaled flowers

Taxes

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When to Use a Donor Advised Fund

Do you make annual gifts to charities? If you like to make gifts to charities but don't always get the benefit of a tax deduction, you might consider a donor-advised

by Rich Feight, CFP

Market Commentary

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Social Security COLA

Have you heard the news? It's true. The 2022 social security COLA (cost of living adjustment) for 2022 is 5.9%. Transitory Inflation There are reports from the Federal Reserve that weâ€™re experiencing

by Rich Feight, CFP

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