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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

    Time for a Refresher: Don’t Leave Restricted Stock on the Table

    by Peter Donisanu February 16, 2023

    Imagine receiving an award from your employer for the value that you bring to the table, but the payout doesn’t…

    Strategy, Trending

    Is Income a Missing Component to Securing Your Financial Independence?

    by Peter Donisanu February 9, 2023

    The old adage, “it’s not about how much you make, but how much you keep…” is often applied to the…

    Financial Independence, Getting ahead, Strategy, Trending

    Markets in 2023: It’s All About Inflation

    by Peter Donisanu December 29, 2022

    To say that 2022 was a disappointing year for investors is an understatement.  US stocks gave up more gains to…

    Markets, Strategy, Trending

    Don’t Be Fooled by the Santa Claus Rally

    by Peter Donisanu November 30, 2022

    Christmas is just around the corner, and if you’re like many investors, then you likely have a year-end rally on…

    Investing, Strategy, Trending

    Year-end Planning: 20 Things You Can Do to Organize Your Finances

    by Peter Donisanu November 8, 2022

    It’s November and there’s not better time than the present to get your financial house in order. Indeed, we’re in…

    Strategy

    Nobody Knows What’s Going On

    by Peter Donisanu October 31, 2022

    If you follow financial media with the slightest interest, then you’ve likely heard of Jim Cramer.  In case you don’t…

    Markets, Strategy, Trending

    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

    Another Recession is Here.  Now What?

    by Peter Donisanu July 30, 2022

    It’s unofficially official: we’re in an economic recession for the second time in two years.  At least, that’s according to…

    Strategy

    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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