Now that we are in September, it's time to start thinking about what's happened in the markets this year, expectations for the future, and what that all means for your investments. Your asset allocation is critical to being a successful investor and reaching your goals. Contact me today to see how I can help you stay or get on track.
Interest rates are a very important piece of our financial lives. They affect you whether you borrow or save money, and even cash isn't safe from inflation over time. We've generally seen decreasing rates over the past 30 years or so, at least until recently. With interest rates now rising, it's important to know how that could affect you. This piece provides a good overview of how interest rates and inflation affect your finances.
Interested in learning more? Contact me today for an appointment!