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Charts of The Week
Charts from the past week that tell a story about the markets and economy. The Housing Market ExplainedThe rise in interest rates have continued to make owning a home more unaffordable. During August, home prices had their largest monthly decline since 2009. This is...
Why Own Bonds?
This year has been a challenging year for bond owners as interest rates rise. The Bloomberg US Aggregate Bond Index, the bond’s market version of the S&P 500, is down -16.61%. So why own bonds at all? The value proposition bonds are that they tend to provide...
Student Loan Forgiveness Application Now Open
The U.S. government opened a website to allow Americans with federal student loans to apply for up to $20,000 in debt forgiveness. This is the only site where borrowers can sign up for student loan forgiveness. Who Qualifies?Borrowers earning less than $125,000 per...
Charts of The Week
Four charts from the past week that tell a story about the markets and investing. You can check out our other blog post for this week here: “How Is Income in Retirement Taxed”. Percentage of Days DownUS stocks have declined 1% or more in one out of four days so far in...
How Is Income In Retirement Taxed?
As you near or enter retirement, it is important to identify the different income streams that will become available to you. How much you pay in taxes depends on what type of accounts you have and where your retirement funds come from. Proactive tax planning can help...
5 Chart Friday
Five charts from the past week that tell a story about the markets and investing... Should You Buy or Sell Stocks?Historical comparison can’t tell us exactly what will happen, but they can help put things in perspective. I do find some comfort knowing that buying...
What is the Fed Doing?
In the past few weeks, we have continued to face elevated volatility in the financial markets due to higher inflation and rising interest rates. Is the Fed actively trying to crash the stock market, housing market, and push the economy into a recession? In the post...
The Cost of Admission
I love this quote from Morgan Housel: “Volatility is the cost of admission to market returns.” In simple terms: large declines are the price of admission for long term investors. You have to experience some downside to earn your upside. You can’t have long term gains...
One Big Mistake When Planning For Retirement
When planning for your financial future assumptions are one of the most critical factors in the process. Making poor assumptions can be the reason you miss out on retiring early or run out of money. Here are some common assumptions that your advisor needs to review...
Plan to Rise Above®
Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.
