Santa Claus Rally: A Holiday Market Trend or Mere Fairytale?

Santa Claus Rally: A Holiday Market Trend or Mere Fairytale?

Do you believe in Christmas miracles? The stock market seems to believe based on the seasonal trend at the turn of the new year. This seasonal event is referred to as the Santa Claus Rally. This term refers to the positive stock market performance observed after the...
Life Happens: Reasons You Need an Emergency Fund

Life Happens: Reasons You Need an Emergency Fund

You may have heard of the phrase “Emergency Fund” before, but perhaps you don’t know specifically what it meant. This blog will highlight exactly what an emergency fund is, how to create one, and why we believe COVID-19 stressed the importance of being prepared.  An...
Stock Market Commentary December 2021

Stock Market Commentary December 2021

Unpacking Recent Stock Market Data Many factors are at play as we look to analyze recent stock market data. For example, in November, the Coronavirus Omicron variant caused a sell-off into month-end as investors were nervous about the travel restrictions and potential...
Understanding the New Infrastructure Bill

Understanding the New Infrastructure Bill

The infrastructure bill, which President Biden signed into law Monday, is being called a “once-in-a-generation” spending measure. So, what’s inside this bill, and what will it cost? Infrastructure is often referred to as the foundation of our...
How Budgeting Empowers You to Make a Successful Financial Plan

How Budgeting Empowers You to Make a Successful Financial Plan

Budgeting is the foundation of every successful financial plan. A budget helps you identify sources of income and expenses, which allows you to manage your cash flow accordingly. The goal of budgeting is to maximize your net cash flow by increasing your income sources...
What Earnings Season Means for Investors

What Earnings Season Means for Investors

You may have heard the phrase “Earnings Season” before and may not have known what or when this event takes place. Earnings Season refers to the time of the quarter when publicly traded companies release their financial statements and performance reports. The term...