by GregFeeseCRPC | Nov 11, 2022 | Uncategorized
5 Year-End Planning Items for 2022 As we approach year-end, we want to highlight a few planning items that may make sense for your personal financial situation. You may want to touch base with your financial advisor to discuss the applicability of the items below....
by GregFeeseCRPC | Oct 25, 2022 | Uncategorized
What Has Happened to Bonds in 2022? Conversations with clients about investment performance this year have focused on bonds. Why did our bonds lose value? What are interest rates going to do? What about inflation? We will try to address some of these concerns head-on...
by GregFeeseCRPC | Apr 14, 2022 | Uncategorized
What Is the Market Telling Us About Inflation and Interest Rates? The financial press and client conversations this quarter have been focused on Federal Reserve rate hikes, inflation and higher interest rates, and it is worthwhile for investors to try to better...
by GregFeeseCRPC | Aug 3, 2021 | Uncategorized
You may have noticed that on Friday, June 11, 2021 Dimensional Fund Advisors converted a few of their mutual funds into Exchange Traded Funds, or ETFs. Because many of our allocations hold these funds, I wanted to explain why these changes are beginning to take place...
by GregFeeseCRPC | Mar 9, 2020 | Uncategorized
The global financial markets began this week with a sell-off with global equities down more than 7% midday following large declines in oil prices and continued concerns about containing the community spread of the coronavirus.1 We realize it can be distressing to see...
