by Jackie Bramel | Aug 28, 2024 | Investment
On Thursday, August 22, 2024, Fed Chairman Jerome Powell hinted at a potential shift in the Federal Reserve’s stance, signaling that interest rate cuts may be on the horizon. This shift is driven by the Fed’s interpretation of various economic indicators, which...
by Jackie Bramel | Aug 22, 2024 | Investment
In last week’s blog, we discussed the importance of goals-based financial planning and how it serves as the foundation for achieving your financial dreams. This week, I want to take that concept a step further by introducing a powerful tool that can help you not only...
by Jackie Bramel | Aug 14, 2024 | Financial Wellness, Investment, Lifestyle, Money
In today’s fast-paced world, it’s easy to get caught up in the day-to-day management of finances—balancing budgets, paying bills, and saving for the future. However, true financial success isn’t just about managing your money; it’s about having a clear vision of where...
by Jackie Bramel | Aug 7, 2024 | Market Updates
July Recap and Looking Ahead to August As we close out July, it’s time to reflect on the performance of the stock market and the broader economy over the past month. July was characterized by a mix of volatility and resilience, with several key indicators providing...
by Jackie Bramel | Jul 31, 2024 | Retirement
IntroductionThe SECURE Act brought significant changes to retirement planning, particularly with the introduction of the ten-year rule for inherited IRAs. Recently, the IRS provided much-needed clarification on how this rule should be implemented, offering new...
