Value of Financial Planning: Moving from ROI to ROL
I recently ran across an article containing the infographic below regarding the 6 core values a (good) financial planner provides. The article positions that successful financial planning extends beyond “Return On Investment” to truly focus on achieving a better “Return On Life”. I love that perspective! Meredith Moore summarized it well in her Forbes article […]
Inflation
Recent inflation data suggests that while inflation has come down, further gains may prove to be difficult. Stabilization of supply chains has led to improvements within energy and core goods. Substantial decreases in shelter and auto insurance prices will be necessary to allow inflation to continue its slow descent to 2%. presidential cycles and their […]
Muting Election Drama
An election year always brings a special level of uncertainty and drama, and this year is no exception. While it’s natural to have concern about the potential impacts of elections, we should avoid letting politics drive our investment decisions. Check out this piece from First Trust for perspective on past presidential cycles and their implications […]