Category: Uncategorized
Will the Fed Act To Raise Rates Today?
A slim majority of economists don’t believe they will. We’ll soon see if these ‘experts’ are right.
How Will Rising Interst Rates Affect Your Bond Values?
Rising interest rates can have an effect on bond values. After all, if you’re holding a bond paying 2% and interest rates for comparable bonds
To Roth or Not to Roth – Should You Do a Conversion?
Jim Lorenzen, CFP®, AIF® Steven Elwell, a CFP® practitioner in Amherst, NY recently wrote a nice piece for NerdWallet on this subject. In his piece,
Enjoy the 4th!
Jim Lorenzen, CFP®, AIF® One of my hobbies, if you can call it that, is American history – particularly the period between 1765 and 1800.
Need to Manage an Inheritance? Here’s Your Checklist!
Jim Lorenzen, CFP®, AIF® For some, managing a large inheritance can be as daunting as winning the lottery; the windfall may sound good initially, but
Are YOU a Target in the Green Book?
Last week we heard from many experts who believe it may be time to dump the 401(k). Two weeks ago we discovered that many experts,
Julie Andrews Turns 79! … and does it with a sense of humor.
James Lorenzen, CFP®, AIF® This was sent to us by one of my wife’s friends; I thought you might enjoy it. To commemorate her 79th
News and Markets Make You Worry?
When I first entered this business back in 1990, most people were watching financial tv shows – virtually all of which were covering mutual funds
What Will Happen To My Child If I’m No Longer Here?
If you have a special needs child or grandchild, planning becomes especially important. We have special needs children in my own family; and we’re far