Site Map Pages Home How We Help About Us Charleston Columbia Georgetown Mount Pleasant Summerville Woodhaven Weekly Updates & Educational Webinars Contact Us Schedule a Call Web Accessibility Personal Data Request Important Notices Posts by category Category: Webinars How Much Can I Withdraw from my Accounts in Retirement? 2022 Year-End Tax Planning Opportunities Secure Act 2.0: Retirement Planning Changes & Opportunities Cyber Secure Your Wealth How to Tame Your Investing Fears Should You Buy Gold? Should Your Portfolio Change with Inflation Looming “Navigating the Medicare Maze” with Matt Scherer The Value of Rebalancing A Study of Declining Markets Discussing “The Geometry of Wealth” What We Should Be Teaching Our Children about Personal Finance Should You Buy Individual Stocks or Funds? What History Tells Us About Presidential Elections and Markets 2021 Year-End Tax Planning Opportunities Spending with Confidence in Retirement: How to Not Run Out of Money How to Manage the Risk of Today’s Top 2 Cyber Threats What is “Estate Planning” and Why Do I Need It? 2020 Year End Tax Planning Opportunities Taxes in Retirement Category: Weekly Market Update Oceanside Weekly – What did we learn from the November employment report? Oceanside Weekly – Why did stocks and bonds perform so well in November? Oceanside Weekly – Uneventful holiday-shortened week for markets Oceanside Weekly – Why did markets move higher after the inflation data? Oceanside Weekly – Thank you to our veterans! Oceanside Weekly – Why the market had its best week of the year How often do markets experience 10% corrections? Q3 GDP and important inflation data to be released this week How much will Social Security increase in 2024? How do I identify a scam? Are bonds setting up for a bull market? When will the Fed stop hiking interest rates? Will the Fed hike rates again this week? Why is the yield curve steepening as of late? Is the jobs opening data (JOLTS) telling us something? Why doesn’t CNBC tell you about some of the best investments? Have you started year-end tax planning? Implications of Last Week’s Inflation and Jobs Numbers How did markets respond to the US Debt Downgrade? Another example of why it’s so difficult to time markets Johann is joined by daughter Keegan to discuss corporate earnings What is the domino effect of lower than expected inflation? Do you fall prey to recency bias? Should you still hold international stocks? What type of accounts do rate hikes most impact? What can we expect with the Fed pausing rates? How will the Fed take May’s jobs report? Has a debt ceiling resolution been reached?