Blog

Financial markets have felt more fragile recently with investors concerned about the economy, the possibility that the Fed may be behind on cutting rates, and some disappointing tech earnings. This is a reminder that while market swings are never pleasant, looking past short-term volatility is the best way for investors to stay focused on their goals. Read more here…

In this Mid-Year Commentary, we lay the foundation for the continuation of our optimistic outlook, as we shed light on recent volatility, put concerns about the slowing economy into perspective, and share our outlook on the Fed and interest rates. Read more here...

By: Gaby S. DominguezWelcome to our series called Confident Kids℠!The goal and mission is to assist parents and grandparents in helping their children [...]

By: W. Kirk Taylor, CFP®Over the past few years, the path of interest rates has been highly uncertain. A challenging environment for the bond market has [...]

By: Gaby S. DominguezWelcome to our series called Confident Kids℠!The goal and mission is to assist parents and grandparents in helping their children [...]

By: W. Kirk Taylor, CFP®Recent developments in artificial intelligence have captured the attention of investors and economists. This has also led to [...]

By: W. Kirk Taylor, CFP® & Gaby S. DominguezThis article is Part Two in a two-part series for Confident Kids℠!In the realm of personal finance, [...]

With markets nervous about inflation, a slowing labor market, and the timing of the first Fed

Credit. It’s a word that carries immense weight in the realm of personal finance, yet it remains shrouded in mystery for many teens and young adults.