Federal Reserve

  • Why People Underestimate Spending in Retirement

    | April 25, 2023
    Couple sitting in chairs on the beach looking at sunset

    Planning for retirement may seem intimidating, but it’s not quite as difficult as you might expect. In fact, with the answers to just a few key questions, you can have a good idea of where you’re headed, and how rosy that final destination may be. You can also easily pinpoint your “move back in with the kids date,” in the event that you need to give them some advance notice.

  • How Rising Rates Affect Your Portfolio

    | August 3, 2022
    Percent sign and a questionmark

    With the Federal Reserve having recently raised interest rates for the fourth time since the financial crisis, we thought it was an opportune time to discuss how changes in interest rates affect you as an investor. In this article we discuss the role of interest rates in an economy, how those interest rates change over time, and how those changes affect the value of different components of your portfolio.