We are now in the final three months of 2023. No pumpkin anything for me…thank you! (except carving. I do like to carve them.) Stock markets did not perform in the third quarter of this year. Only two investment segments were up for the quarter: commodities and cash....
Are we there yet? No one can say for sure. The Federal Reserve once again hit pause on interest rates at its September meeting but left the door open for at least one additional hike in 2023. The most important question for investors now, however, is not how high will...
If you are looking to retire in the next few years, you may wonder, “where would it cost me less to retire?” Bankrate.com took a look at the topic, basing their rankings on: affordability (40%), overall well-being (25%), quality and cost of healthcare (20%), weather...
On this day we remember all who were lost and those affected for life because of the September, 11, 2001 attacks in New York City, Washington, DC and United Flight 93 over Pennsylvania. We will never forget. On a happier note…. It was 8 years ago today, that we made...
Federal Reserve Chairman Jerome Powell has mentioned that interest rates may be raised “if appropriate." Many of the top fixed income managers believe we have hit the top of interest rates. If you have already taken our advice to put your extra savings in a high...
Last week the S&P 500 squeaked out a 0.84% gain in a volatile week. Click below to learn about the market’s last week. In the coming weeks we’ll be publishing why you need to be cautious about putting too much of your portfolio in the S&P 500. On another note,...
With the last quarter of 2023 almost upon us, it’s important to do some planning now and strategize on how to finish the year strong! Get together with your advisor team to manage your tax exposure. Planning now can potentially minimize taxes that you owe for 2023....
Be Cybersecurity Aware It happens to the best of us…. A couple of weeks ago a colleague told us they were quickly scrolling through Facebook and an “alert” came up. On a quick glance, it looked legit. It asked to verify their info by uploading their drivers license....
In my part of the country, it’s back to school time. Made me think back to my childhood. As some of you may know, my father, Alberto Romero, was a college professor and high school teacher. I am also blessed to have my youngest daughter, Isabelle, follow in his...
Protect Your Budget While Car Shopping Back in May of 2021, I wrote about buying cars in the early days post pandemic. That was at a time when the supply of both new and used cars was very low and prices were high. Fast forward to today, a few things have changed and...
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