Financial planning blog

Timely and free financial planning advice

July 6, 2022

Halfway There! 3 Questions for Your Mid-year Review

Read this Periscope for ideas about doing an easy and practical mid-year check in on your goals and investments. Also, scroll down to link to thoughts about inflation, the economy, and the death of the 60/40 portfolio. And don’t forget to join us for our next Lunch & Learn event next week – there’s still...

Happy couple reviewing investment statement focused on equities

June 28, 2022

The Mental Health Benefits of Working with a Financial Planner

Read this Periscope to learn more about one interesting benefit of having a financial planner that you might not have thought of before: mental health. Also, scroll down to link to thoughts about inflation, the economy and the death of the 60/40 portfolio. For many people, money is a source of stress and anxiety. This...

Stocks and bonds investment strategy for financial growth.

June 27, 2022

Equities vs Fixed Income

What is the difference between investing in equities vs. fixed income?

June 27, 2022

Fixed Income Investments

Fixed income investments are popular among investors because they offer a predictable and steady stream of income. However, there are some considerations that you should take into account before investing in fixed income securities. See also: Bonds and Fixed Income Investments What is a fixed income investment? A fixed income investment is an investment that...

Q3 investment analysis and shrinkflation insights

June 21, 2022

How Can We Weather Inflation? (Part 2)

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… In the last of two Periscopes on inflation, we look at the bottom-up research from one of our investment partners, Doubleline. Ryan Kimmell believes inflation will last longer than most analysts. Last week, I unfairly summarized...

Financial planner for business owners offering guidance

June 16, 2022

Episode 58: Probate: When to Avoid Probate and When to Just Take an Estate to Probate

Special guest Leia Ursery joins Karl Frank, CFP, and Nathan Merrill and provides useful and informative insights into something most of us fear: probate. If you have not had the opportunity to take an estate through probate, you likely dread the process like you might dread the Department of Motor Vehicles. But Leia Ursery will...

June 14, 2022

How Can We Weather Inflation?

Read this Periscope for insights into the future of inflation and how long it may last! Doubleline Research Says… Recently, Ryan Kimmell with Doubleline gave us his company’s forecast for inflation. In brief, Doubleline believes inflation will last longer than most analysts are predicting. They are a little gloomy. Ryan looks at it from what...

June 7, 2022

How Long Will Inflation Last? Insights into Inflation

Read this post for insights into why inflation happens and how long it may last. Doubleline Research Says… Recently, we had one of our investment partners speak at a Lunch & Learn event for our clients. Ryan Kimmell is an analyst with Doubleline, a company with whom we have significant investments for many of our...

Wealth growth symbol for financial advice services

May 31, 2022

The 4 Tax Benefits of Financial Advice

Read this Periscope to learn more about the value of hiring a financial planner. Also, check the website for a video to learn more about the nuanced ways to measure and attempt to predict inflation, and about the tools that the Federal Reserve uses to reduce inflation! Financial planning is more than investment management As...