Commentary

This week we reflect on the latest decision from the Federal Reserve, the market’s current reaction, what similar decisions have meant to markets historically with a bit more time and perspective, and key thoughts for investors to consider regarding how they should or shouldn’t react.

As we head into fall, after a relatively quiet summer for markets, there are any number of potential headline-making events ready to take the stage and act as meaningful market catalysts. From the Fed’s rate decision, to Treasury rates, and of course the upcoming midterms. Today, we’ll take a look at some of these events, but also look out a bit to get a better understanding of where the economy sits today.

Grief and financial decisions are a difficult combination. Give yourself time, take things one step at a time, and lean on trusted family members and professionals to help manage the details while you focus on yourself and your family.

Providing care for aging parents isn’t just a financial or logistical challenge—it’s an emotional one, too. Families who build both a financial planning team and an emotional support network before a crisis occurs can be better equipped to reduce stress, navigate conflict, and honor their loved one’s wishes.

The biggest risk facing the Sandwich Generation isn’t necessarily financial—it’s being forced to make important financial and family decisions during a crisis because the family hasn’t had the conversations or done the planning beforehand. Don’t make your family figure this out while they’re in crisis!

Many investors continue to frame advisors as though they are old-school stockbrokers. Such a view misses out on the opportunity to solve so many real issues facing investors. This week we touch on the importance of asset location and distribution strategies to help improve net returns.

During this trying time we share some of our reflections on the current situations, inspiring stories such as the efforts of local company JK Boots to take care of our first responders, resources for those in need, thoughts around how to help, as well as the things we plan to reflect more on once this trial has passed. Our thoughts and prayers continue to be with you all!

Many investors continue to frame advisors as though they are old-school stockbrokers. Such a view misses out on the opportunity to solve so many real issues such as the current realities around high cash balances (and related false dilemma of choosing between “safe” cash versus “risky” stocks) which we’ll discuss this week, as well as the importance of asset location and distribution strategies to help improve net returns which we will cover next week.

The “Trump Accounts” (tax deferred savings accounts for kids) are live. This week, we dig into a few options around saving for your kids including the newly established “Trump Accounts.” The pros and the cons!