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Investing to Manage Volatility, Inflation, & Rising Interest Rates

2023-05-11T15:05:42-04:00May 13th, 2022|Blog, Financial Planning, Inflation|

Investing to Manage Volatility, Inflation, & Rising Interest Rates By: Stacey Nickens Since the New Year, investors have been riding the stock market rollercoaster. As of mid May, all major indices have posted YTD losses. The conflict in Ukraine, rising interest rates, and inflation have all impacted market returns. With that said, how can [...]

What does the interest rate increase mean for you?

2023-05-11T15:09:22-04:00March 21st, 2022|Blog, Financial Planning, Inflation|

What does the interest rate increase mean for you? By: Stacey Nickens This past St. Patrick's Day, your pot of gold may have felt a bit emptier than usual. Between the higher cost of living and market volatility, your savings might be taking a hit. The Fed does recognize these inflationary concerns, and during [...]

Rebalancing Your Portfolio Without Triggering a Tax Bill

2023-05-11T15:18:45-04:00November 29th, 2021|Blog, Investments, Taxes|

Rebalancing Your Portfolio Without Triggering a Tax Bill By: Stacey Nickens Many investors have seen strong gains in their stock portfolio during 2021. As of close on November 26, the S&P 500 was up 22.3%. An investor who desires certain percentage of their funds to be in stocks may accordingly find that their stock [...]

Goals-Based Savings Can Help You Withstand Market Volatility

2023-05-11T15:21:45-04:00October 29th, 2021|Blog, Financial Planning, Investments|

Goals-Based Savings Can Help You Withstand Market Volatility By: Stacey Nickens Financial planners and investment advisors have traditionally advocated for a bucket-approach to savings. With the bucket approach, you segment your savings by time until withdrawal. A goals-based approach to saving is a twist on this method. Rather than segmenting your savings by time [...]

4 Ways to Manage Market Volatility

2023-05-11T15:26:34-04:00August 2nd, 2021|Blog, Inflation, Investments|

4 Ways to Manage Market Volatility By: Stacey Nickens Every couple of days, I get an email from a client wondering if they should be worried about market volatility, rising inflation, or some other catastrophic financial event. Often times, investors in the midst of panic wonder if they should move their money entirely into [...]

Investing During Periods of Inflation

2023-05-11T15:31:19-04:00May 17th, 2021|Blog, Inflation, Investments|

Investing During Periods of Inflation By: Stacey Nickens I logged onto my computer this morning, and the first headline to pop up read, "Is inflation set to soar this summer?" Investors have become increasingly concerned that inflation is on the rise, and these worries have been exacerbated by the Fed's changing policies around inflation. [...]

3 Common Investing Mistakes and How to Avoid Them

2020-12-18T14:30:47-05:00December 11th, 2020|Blog|

3 Common Investing Mistakes and How to Avoid Them By: Stacey Nickens We all know the old truism, "Learn from your mistakes." However, learning from your mistakes is not as easy as it sounds. Sometimes we are not able to identify the specific mistake that we made. Or we are unsure how to fix or [...]

3 Investment Strategies for the 2020 Presidential Election

2020-10-26T15:25:08-04:00October 26th, 2020|Blog|

3 Investment Strategies for the 2020 Presidential Election By: Stacey Nickens This past weekend, I curled up with a warm drink and enjoyed completing an autumn-themed puzzle. Of course, when I got to the end, I was missing just one piece. That's just my luck! I was frustrated at first; however, I realized I was [...]