by Fehrman | Jun 9, 2022 | Market Update
Federal Reserve Policy: Currently, the main challenge of the Fed is lowering inflation without causing a hard landing. However, Raymond James’ base case is that the Fed will be successful in engineering a soft landing, fueled by strong job creation, a strong consumer,...
by Fehrman | May 9, 2022 | Retirement, Social Security
Throughout the month of May, we will be talking about Social Security, and debunking a few common myths about what its purpose is and how it works. The best place to start is by defining what Social Security actually is. Social Security is a federal program that...
by Fehrman | Mar 30, 2022 | Financial Goals, Financial Literacy, Financial Planning, Personal Planning
Step 1: Savings & Cash 1. The first step in building financial security revolves around planning/budgeting and cash. 2. Spend less than you earn. 3. Prioritize your spending: a) Absolute necessities, such as food/water, utilities, housing, paying off...
by Fehrman | Mar 24, 2022 | Estate Planning, Financial Planning, Investing Women, Long Term Care, Personal Planning, Retirement
Since March is National Women’s History Month, we wanted to bring some attention to the unique considerations in financial planning for women. It is important to understand how these challenges many impact you, or the women in your life you care about. While every...
by Fehrman | Feb 2, 2022 | Markets and Investing
Over the last 2 years, a common theme of the markets has been volatility. So far, the start of 2022 has continued that theme. While it is not a fun topic to discuss, it is important to understand volatility and the role it plays in a portfolio. In its most basic form,...
