Client Log InHow much will Social Security increase in 2024?
October 17, 2023
In this week’s video, Patrick Gaul, CFP® discusses the 2024 cost-of-living adjustment (COLA). He also discusses our team tackling Fall Review action items in the coming weeks. All content is for educational purposes... View Post
How do I identify a scam?
October 9, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses how financial scams are on the rise and how you can protect yourself. He also touches on last week’s employment report and other economic... View Post
Are bonds setting up for a bull market?
October 2, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the current interest rate environment and why bonds may be setting up for a bull market. He also touches on last week’s PCE inflation... View Post
When will the Fed stop hiking interest rates?
September 25, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the most recent Fed meeting and the market’s expectation for interest rates moving forward. He also touches on the current yield curve inversion as... View Post
Will the Fed hike rates again this week?
September 18, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the upcoming Fed meeting and whether or not recent economic data justifies another interest rate hike. He also touches on the first week of... View Post
Why is the yield curve steepening as of late?
September 11, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses how the U.S. yield curve has quietly been steepening as of late. He also touches on some things you’ll want to check if the... View Post
Is the jobs opening data (JOLTS) telling us something?
September 5, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the August employment data and market implications. He also touches on the completion of the TD Ameritrade/Charles Schwab merger and some things to consider... View Post
Why doesn’t CNBC tell you about some of the best investments?
August 28, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses the need to be careful when evaluating investment strategies. He recommends being particularly prudent when being pitched an idea through financial media. Johann also... View Post
Have you started year-end tax planning?
August 21, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses some items to consider for year-end tax planning. He also touches on last week’s stronger than expected retail sales figures which drove interest rates... View Post
Implications of Last Week’s Inflation and Jobs Numbers
August 14, 2023
In this week’s video, Johann Kroll, CFA, CFP® discusses last week’s inflation and initial jobless claims figures. All content is for educational purposes only and does not constitute financial, tax, or legal advice.... View Post