First Financial Insights
How to Deal with Inflation in Retirement
Inflation, the general increase in the price of goods and services, has multifaceted effects on retirees. While localized price fluctuations occur due to changes in
Economic Commentary – The Future and Beyond
There is a lot of doom and gloom in the air, but there is a significant amount of very positive news to consider as we
7 Retirement Planning Mistakes to Avoid
Retirement planning is crucial for building and funding the type of life you want to live after exiting the workforce. By making effective investments, addressing
What is a Recession, Exactly?
Recessions are an unfortunate fact of life. These economic downturns happen occasionally, and the broad economic factors that cause them are outside of any single
Fiduciary vs Financial Advisor: An In-Depth Comparison
Understanding the difference between a financial advisor and a fiduciary is critical to your financial success. If you need a financial professional for advice, you
Economic Commentary – Where Are We Now
Thus far, 2023 has been a confusing year. Certainly, the geopolitical landscape has been difficult, but overlaid on those headlines are alternating reports of a
How to Manage Sudden Wealth (7 Steps)
Sudden wealth is a blessing to many, but sadly it becomes a burden for too many people and has actually ruined lives. You would think
17 Questions to Ask a Financial Advisor in First Meeting
Working with a financial advisor is a crucial part of achieving financial security. A good financial advisor will help you effectively manage your money and
Retirement Income in a Down Market
Whenever the stock market takes a dive or seems to be stalled after a dive, the sharks come out, offering various retirement income solutions. These
Economic Commentary – How Fragile Are The Banks
The failure of Silicon Valley Bank and the simultaneous troubles afflicting First Republic Bank and now Credit Suisse can’t help but call into question the
Economic Commentary – Inflation Is Not Finished
Hope springs eternal, as they say, and many in the media are pushing the narrative that inflation has been vanquished – or is at least
Working With a Wealth Management Advisor
Wealth management can be summarized as the problem of more. Affluent individuals have more assets to manage, but this also means they have more assets
Investing During a Market Downturn
Burton Malkiel is a widely respected economist who was trained at Harvard and Princeton University, where he currently teaches, served as dean of Yale School
Economic Commentary | The Inflation Battle Continues
The inflation news is confusing, and we want to take this opportunity to help clarify why. We’ll start with the fact that the Fed is
Tax Strategies For High-Income Earners
High-income earners have a target on their backs, and you may be one of them. The IRS actually has a strategy in force to target
Economic Commentary – Inflation, Recession & The Fed
The Fed’s move this week (6/13/22 – 6/15/22) to increase the Fed Funds rate by 0.75% was a surprise, and the market hates surprises and
Understanding the Family Limited Partnership
What is a Family Limited Partnership A Family Limited Partnership is simply a formal partnership where the partners are family members. Like other partnerships, a
Economic Commentary – Recession Worries
We start with the acknowledgement that multiple commentators are predicting a recession, and multiple sources – sometimes the same ones – are predicting a significant
How to Deal with Inflation in Retirement
Inflation, the general increase in the price of goods and services, has multifaceted effects on retirees. While localized price fluctuations occur due to changes in
Economic Commentary – The Future and Beyond
There is a lot of doom and gloom in the air, but there is a significant amount of very positive news to consider as we
7 Retirement Planning Mistakes to Avoid
Retirement planning is crucial for building and funding the type of life you want to live after exiting the workforce. By making effective investments, addressing
What is a Recession, Exactly?
Recessions are an unfortunate fact of life. These economic downturns happen occasionally, and the broad economic factors that cause them are outside of any single
Fiduciary vs Financial Advisor: An In-Depth Comparison
Understanding the difference between a financial advisor and a fiduciary is critical to your financial success. If you need a financial professional for advice, you
Economic Commentary – Where Are We Now
Thus far, 2023 has been a confusing year. Certainly, the geopolitical landscape has been difficult, but overlaid on those headlines are alternating reports of a