Insights, Advice & a Whole Lot More
Chart(s) Worth a Thousand Words
As we addressed in our market volatility update yesterday, sometimes taking a break from all the news is good for our mental health and can be enough to give some perspective. There is a lot of information being thrown out at us and that can be stressful and overwhelming – either
Sarah IrvingJun 14, 2022
Get Paid to Wait
Stock market decline, and how much lower for how much longer remain among the top questions we are getting from clients lately. All you have to do is look at our recent blog posts to see that! This is despite an S&P 500 return of +6.6% for the last week of May. Granted, we are […
Nathan GilbertJun 7, 2022
Following Up
Lucy and Tyler’s blog last week on the financial implications of installing solar panels triggered quite a few follow up questions from our loyal readers! (Thank you to all of you who take the time to read our posts—we appreciate your feedback and questions!!!) So, we wanted to t
Sarah YakelMay 31, 2022
Bright Sunshine Day
Are solar panels worth it? This week’s blog features a client request on how to calculate if it’s a wise decision to have solar panels installed at your home. Yellow ribbon back home at the yellow barn after earning the last score for our USDF Bronze Medal! Most of us are aware o
Sarah YakelMay 25, 2022
Silver Lining Opportunities
The past few days have given lots of reprieve from the colder weather, but the roller coaster in the markets seems to continue. Needless to say, investors have been put through an emotional ringer the last 2 years through stomaching the lows of the market drop in 2020, the unknow
Sarah IrvingMay 18, 2022
Forward Thinking
The markets have always been a predictor of what’s to come. Everything feels bad, looks bad, and the outlook seems pretty bad on many fronts for the rest of this year. The market, both on the stock and the bond side, agrees with that sentiment. Hence, the terrible performance for
Nathan GilbertMay 10, 2022Are I Bonds a Good Idea?
Many of you have read Lucy’s blog about I Bonds, and we’ve been answering lots of questions about buying I Bonds and whether they are a good idea or not…so, we wanted to send a quick note to answer some of the questions we keep hearing… First of all, we scooped the Washington Pos
Sarah YakelMay 5, 2022
Should I Pay or Should I Go?
Recently, we have been fielding many questions about whether it is more prudent to use excess cash to pay off a mortgage or go invest. While we do answer this question with regularity, the interest in paying off (or accelerating paydown) a mortgage seems to have risen over the pa
Sarah YakelMay 3, 2022
The Name’s Bond, I Bond
In most cases, inflation is the enemy of investors. There are multiple repercussions when prices rise, most of which are bad. Gas prices are up throughout the country. In a recent trip to the PNW I filled up for well over $5/gallon! The Federal Reserve typically looks at raising
Sarah YakelApr 26, 2022529s – Filling up the Education Basket
Despite the wintry mix yesterday, Spring feels like it may be here (knock on wood!). My family is enjoying the beginnings of spring and Easter 2022 was a success. This was the first time both of our youngsters were able to experience the thrill of racing against a pack of other k
Sarah IrvingApr 19, 2022
Investors and the Terrible, Horrible, No Good, Very Bad Quarter
It has been a rough start to 2022, and as quarter numbers are finalized, they are just confirming how rough it has felt for all investors: Source: Bloomberg, FactSet, FTSE Russell, MSCI, NAREIT, Standard and Poor’s, JP Morgan Asset Management. The only thing that is positive in 2
Sarah YakelApr 12, 2022
An 8% Raise
Just because you are eligible for Social Security benefits doesn’t mean you should start taking them right away. We often hear our clients ask about taking social security as soon as they are able, using reasoning such as: “I don’t know how much longer I’ll be around.” – none of
Nathan GilbertApr 5, 2022