Market briefs and planning insights
Commentary on the markets and the economy, plus practical guidance on retirement, investing, and protecting your family. Written by Jim Kirk, ChFC, CLU.
The Grass Isn’t Always Greener – Market Brief October 9, 2024
Hurricane Helene has left a mark not just on the landscape, but also on the lives of countless people across the southeastern U.S. And Hurricane Milton is about to reach land today…
The first half of 2024 is in the books – what vibe is ahead?
Happy belated 4th of July! Having recently come together to celebrate the spirit and freedom our great nation offers. I hope you took some well-deserved time to relax, recharge, and…
Market Brief – New rules in this economy
Expectations about the financial landscape are shifting beneath our feet in this economy. With talk of higher-for-longer interest rates and now possibly stagflation, it’s clear that the old…
New Year, New Rates? Market Brief February 28 2024
Given the choice between more time or more money, which would you pick? This question is not just a thought experiment but a reflection of the trade-offs we make daily in our pursuit of…
Markets reach All-time Highs
Happy New Year, happy January, and welcome back to All-time highs! As we embark on this fresh chapter, consider this, it has been two years since we last reached this threshold. A lot has…
Best Way to Spread, or Keep, Holiday Cheer
‘Tis the season! And with it comes the age-old quandary: what do we give our loved ones? While traditional gifts such as toys and games, gift cards, and vacations are popular choices…
You snooze and win – Market Brief November 6, 2023 Financial Advisor
It’s that time of the year again when we bid farewell to longer daylight hours and welcome the coziness of fall. And as daylight saving time ends, it’s an opportune moment to examine the…
If age is just a number, make it a really high number
What if you lived to the age of 120 years old? Imagine all the experiences, memories, and milestones you could see. Yet as incredulous as that age sounds, the topic of longevity amid…
The Final Countdown, Make the Most of It!
There’s nothing like the pressure of a deadline to get people moving. Last week, the countdown began into the final 100 days of 2023. Stop wasting days and make the most of it. This week…
Love & Money – Long-term & Patient
February is Valentine’s Day month. It’s the time of year for thoughts to turn to how best to express your love to that special someone in your life. Whether a bouquet of flowers, a night…
From Halloween to Fall Back – Market Brief Nov 1, 2022
With Halloween behind us, I wanted to share some updates that I thought you’d enjoy. A mix of timely information about what is going on right now. Halloween is unique in that it’s filled…
Market Brief – October 18, 2022
Last week, the S&P500 reached a new weekly closing low for 2022. U.S. equities finished a roller coaster week lower after a hotter-than-expected inflation report. This week, earnings season…
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