Is Inflation Rising Again?
As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look. (Not interested? Scroll down to the P.S. for an update on some new tax laws in Congress.) […]
Financial Planning
5 Insights to Understand Markets in 2024
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7% with reinvested dividends last year, respectively. The S&P has come full […]
Unhappy With Your Advisor?
Ever wonder why some people are perfectly calm during market swings… While you’re left wondering what’s going on? And what you should do next? If you’re 100% happy with the advice you’re getting and totally relaxed about your portfolio – […]
Happy New Year!
A new year beckons, promising new opportunities. We’d like to offer a heartfelt “thank you” for being part of the Art of Financial Planning Journey. We are grateful for your presence in our life, and we are sending you our […]
What does 2024 have in store?
How did 2023 go for you? Will you share some highlights with me? Before the year ends, I like to sit down and review, thinking through what went well and what didn’t. I try to mentally put the old year […]
