interest rates
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Wesley Sebacher, CFP®, CAIA® Planning for retirement is a crucial financial endeavor, and one of the key factors to consider is the interest rate environment. Interest rates have a significant impact on various aspects of…
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By Aoifinn Devitt, CFP® – Chief Investment Officer We are into December and have already given “thanks” for the harvest. But this is the busiest time of year for that other kind of harvesting – of tax…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Temperatures are dropping, leaves are turning and everywhere there is a chill in the air. The tragic events playing out on the geopolitical stage, now in the Middle East,…
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Welcome to this month’s Ask the CFP® segment. This month’s question is, “Why do CDs and bonds lose value when interest rates increase? When you think of a certificate of deposit, or CD, at…
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By Aoifinn Devitt, CFP® – Chief Investment Officer Download the PDF If the first quarter of the year was a somewhat wild one in terms of market volatility and sentiment swings, the second one ended with an…
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Aoifinn Devitt – Chief Investment Officer Yesterday was May 1, also known as International Worker’s Day, which was a timely reminder to note the workers that have been shoring up the still-resilient economy and are continuing…
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – A spousal lifetime access trust (SLAT) is a type of irrevocable trust that offers numerous benefits…
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Individual Retirement Accounts (IRAs) have long been a popular tool for retirement savings, with many people…
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Aoifinn Devitt – Chief Investment Officer The 25 bps rate hike delivered yesterday by Fed Chairman Powell gave us some insight into the no-mans land that lies between a rock and a hard place. This was…
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Aoifinn Devitt – Chief Investment Officer Markets meandered somewhat aimlessly over the past week with the now familiar mix of resilient “hard” economic data and waning consumer sentiment. And it is clear that Chairman Powell is…
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Premium financing is a technique that can be used in estate planning to allow individuals and…
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Aoifinn Devitt – Chief Investment Officer The US CPI data for January was not exactly a sweet-smelling Valentine’s Day bouquet. Although it showed a seventh consecutive month of lower inflation than the previous month, it still…
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[button link=”https://monetastl.com/cwcj/cwcj-insider/#signup” type=”big” color=”black”] Sign-up to receive these pieces in your inbox[/button] Senior Advisor, Benjamin Trujillo J.D., LL.M. – Estate planning is an important aspect of financial planning that helps individuals and families protect and…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “what is a stock split and why do companies do them?” Stock splits are a common strategy used by publicly…
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Hello everyone and welcome to this month’s Ask the CFP segment. This month’s question is, “how does the Federal Reserve Bank raising rates affect me?” It’s common knowledge today that interest rates are increasing to…
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By Kaleb S. Doyle, CPA, CFP® Commitment: It is an action which can bring up a great deal of pressure and emotion. For most people, the largest commitment they will make in their financial life…