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The bear has returned to Wall Street

Articles of Interest, To Your WealthBy Financial Service GroupJune 15, 2022

The bear is not a welcome visitor to the U.S. stock market, but nonetheless he has returned for what we hope is a short stay.

Interest rate risk explained

The Journal Times, To Your WealthBy Justus Morgan, CFP®May 18, 2022

Besides understanding how rising interest rates affect the value of your bonds which increases the likelihood of sticking with your investment strategy, consider owning shorter term bonds which are less sensitive to interest rates.

Consider adding Series I savings bonds to your portfolio

The Journal Times, To Your WealthBy Michael Haubrich, CFP®April 4, 2022

Series I savings bonds are offering 7.12 percent interest rate through April, 2022. Consider adding this asset to your portfolio.

The Coming Storm: Considerations for your portfolio

The Journal Times, To Your WealthBy Justus Morgan, CFP®March 15, 2022

Here are three considerations for your portfolio when a market decline looks inevitable.

Protect your financial wellbeing from scammers

The Journal Times, To Your WealthBy Tami WittFebruary 15, 2022

Scammers constantly come up with ways to access your personal, confidential information. Protect your financial wellbeing.

Start 2022 with a move toward financial independence

The Journal Times, To Your WealthBy Justus Morgan, CFP®January 2, 2022

Start 2022 off on a right foot by understanding how much to start saving toward your retirement and stepping toward financial independence.

Decreasing your tax bill: Year-end tax planning tips for 2021

The Journal Times, To Your WealthBy Justus Morgan, CFP®November 12, 2021

This year has seen tax law changes affecting everyone from young families to those already retired. Here are a few tips for decreasing your tax bill.

What it really means to be a fiduciary financial advisor

Articles of Interest, The Journal Times, To Your WealthBy Michael Haubrich, CFP®October 7, 2021

Just because an advisor says s/he is a fiduciary doens’t mean they’re held to the same legal standard. You need to know what being your fiduciary really means.

When to sell stocks

Articles of Interest, The Journal Times, To Your WealthBy Justus Morgan, CFP®September 10, 2021

As the stock market continues to set new record highs, you may be wondering whether now is a good time to sell stocks.

Who is impacted most by inflation?

The Journal Times, To Your WealthBy Michael Haubrich, CFP®August 12, 2021

The cost of everything is going up. Many retirement projections are based on a much lower inflation rate than what we are currently experiencing.

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