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    Don’t Hold Your Breath: Rates Aren’t Coming Down Anytime Soon

    by Peter Donisanu February 23, 2023

    If you’ve been hoping for interest rates to fall this year, I’ve got some bad news for you: borrowing costs…

    Strategy, Trending

    3 Essential Steps to Start a Stress-Free Tax Season

    by Peter Donisanu January 26, 2023

    Most individuals can’t stand preparing their taxes. It’s often a complex, confusing process that leaves many fearing the dreaded audit…

    Investing

    Hold Tight in this Financial Meltdown

    by Peter Donisanu September 30, 2022

    US equity markets have officially erased their summer gains.  The Dow Jones Industrial Average is back in bear market territory,…

    Strategy, Trending

    Eight Minutes that Derailed the Bull Market

    by Peter Donisanu August 30, 2022

    By some measures, Fed Chair Jerome Powell derailed the fledgling bull market rally in U.S. and global risk assets last…

    Investing, Strategy

    Russia Invades Ukraine – What Now?

    by Peter Donisanu February 24, 2022

    Russian President Vladimir Putin made good on his promise to invade Ukraine on Thursday.  As a result, the S&P 500…

    Trending

    Don’t Call it a Crash (Yet)

    by Peter Donisanu January 29, 2022

    The S&P 500 index fell nearly four percent intraday on Monday, January 24, making for one of its most volatile…

    Strategy, Trending

    Mid-Year Outlook: Not Out of the Woods Yet

    by Peter Donisanu July 24, 2021

    Investors have had good reason to celebrate this year, but is it truly time to let our guards down?  Thanks…

    Strategy

    Biden’s Infrastructure Plan: Will a Deal Get Done?

    by Peter Donisanu April 27, 2021

    City streets had been flooded for hours before the hurricane made landfall in Louisiana on the morning of August 29,…

    Trending

    How to Stay Sane when the Markets are Going Crazy

    by Peter Donisanu January 20, 2021

    Let’s face it, no one wants to be the one person that missed out on what seems to be a…

    Principles

    Why Your Investments Might Thrive in 2021

    by Peter Donisanu December 30, 2020

    This past year has been a period in history that many of us would like to simply forget. Concerns about…

    Trending

    Read More Recent Posts

    • Don’t Confuse Budgets and Cash Flows
    • Manage Your Tax Anxiety and File Your Returns with Confidence
    • Your Playbook: A Healthier Money Relationship
    • Don’t Hold Your Breath: Rates Aren’t Coming Down Anytime Soon
    • Time for a Refresher: Don’t Leave Restricted Stock on the Table
    • Is Income a Missing Component to Securing Your Financial Independence?
    • Money Mindset Makeover: Re-writing Limiting Money Scripts
    • 3 Essential Steps to Start a Stress-Free Tax Season
    • Markets in 2023: It’s All About Inflation
    • Don’t Be Fooled by the Santa Claus Rally

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