Blog Investment & Financial News

Social Security Benefit Increase of 8.7% for 2023

Starting January 2023, Social Security beneficiaries will receive a 8.7% cost-of-living adjustment (COLA). The COLA is the largest since 1981, according to the Social Security Administration data. The adjustment is calculated based on inflation as measured by the Consumer Price Index. The maximum amount of earnings subject to the Social Security tax (taxable maximum) will…

2022 3rd Quarter Investment Commentary

The macroeconomic factors of rising interest rates and stubborn inflation remained chief concerns and weighed down both stocks and bonds. Despite a strong employment picture, economic data continued to moderate, and markets priced in a rising risk of recession in 2023. Stocks ended the quarter at reasonable valuations and bond yields were at their highest…

Student Loan Debt Relief Plan

The Biden administration announced its “student loan debt relief plan” at the end of August. The three-part plan aimed to relieve current student loan debt, make the student loan system and payments more manageable, and reduce college costs. We will take a deeper look at each part below. They also announced that the pause on…

Involvement in Financial Decisions

Is it time to involve your family in your account management? There are different levels of involvement that can be helpful in various situations. Below is a chart to show the progression of participation from signing an IDC that allows us to share specific information with a particular person to a Power of Attorney that…

The Huge Cost of Doing Nothing

One of the biggest decisions when transitioning into adult life is when to start saving.  Putting off savings till later comes with a cost of waiting.  Cost of waiting describes the opportunity cost when an individual decides to wait before beginning to save money.  This cost can result in a smaller portfolio at retirement, larger…

What was the Highlight of your Summer?

We hope you are enjoying your summer and soaking up the warm days that remain. Here are the highlights of the summer from some of our team! Chelsie: With an almost 1 year old, we had lots of highlights this summer! We took our first big trip as a family, which ended with an awesome…

What Should you do when there’s Market Volatility?

During this time of market volatility, we want to share the things we are doing and some things that you can do to help ease your worries. Rebalancing your portfolio. Volatile times can lead to rebalancing opportunities. Market changes can skew your allocation from its original target. We may rebalance your portfolio by selling positions…

Cybersecurity 101 – 2022 Update

Cybercrime has been on the rise. According to the Identity Theft Resource Center 2021 Annual Report, “The overall number of data compromises (1,862) is up 68 percent over 2020; the new record number of data compromises is 23 percent over the previous all-time high (1,506)”. The risk of identity theft or your personal data being…

Company News

Welcome, Vicky Aguilar!

We Can’t Help Falling in Love, Can You?

What was the Highlight of your Summer?

Congratulations, Dirk!

Community Involvement: West Valley Dollars for Scholars

Market Commentary

Market Update: February 2023

2022 4th Quarter Investment Commentary

2022 3rd Quarter Investment Commentary

2022 2nd Quarter Investment Commentary

Market Update: May 2022

Retirement Planning

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

Medicare Open Enrollment for 2023 Begins October 15th

Social Security Benefit Increase of 8.7% for 2023

The Huge Cost of Doing Nothing

Student Loan Update

Tax Planning

Reminder as you Prepare your 2022 Taxes

2022 1099 Release Information

2023 Key Financial Data

The 4 Changes from SECURE Act 2.0 You Should Know for 2023

2023 Key Financial Changes

Cyber Security

Cybersecurity 101 – 2022 Update

Cybersecurity 101

New Changes to Web-Portal Password Requirements

Equifax Data Breach Update: Make a claim today

Cybersecurity 101