Financial Advisor Insights

Should You Keep Investing Through a Recession?

There's a lot we know about the current state of the stock market, but we can only make an educated guess as to where the economy goes from here. Both are sobering to think about. As of the writing […]

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The U.S. is in a Bear Market. There Could be a Recession. But This Isn't 2008.

Are We Headed For Another Financial Crisis?

It happened on March 11th: after 11 years, the S&P 500 once again entered a bear market. Defined as a decline of 20% or more from recent highs, this is the […]

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Should You Go To Cash Until The Market Recovers Or Ride It Out?

When the stock market is in turmoil, many investors are tempted to go to cash and wait for the dust to settle before getting back in. One of the issues here is how to time your exit and entry—unlike […]

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Where Can You Hide When the Market is Down?

The globalized nature of the world economy makes diversification a tall task. Although past performance is not indicative of future results, history can be a helpful lens to view how the market has […]

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How Much Can You Save By Refinancing Your Mortgage?

Mortgage rates are currently very low - the average 30-year mortgage is now 3.50%. Accordingly, it might make sense for homeowners to consider refinancing. This article will explore much can […]

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A Market Update on the Impact of the Coronavirus

Putting recent volatility into perspective

The COVID-19 virus has roiled the global financial markets in recent days, dominating the headlines. Although the virus does present real risks, it's […]

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The Secure Act Means Major Changes to the Retirement System

The Secure Act was signed into law on December 20th, 2019, solidifying the most significant changes to the retirement system in over a decade. Though clarification on some of the finer points of the […]

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The Best Ways to Build Wealth

What are the best strategies to build wealth and a comfortable lifestyle for you and your loved ones? The answer isn't sexy or complicated. The best way to build wealth and create financial security […]

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What raising interest rates means for your portfolio

by Thomas J. McFarland, III, CFP®

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