Blog
Do you Recognize the Underlying Risks in your Financial Plan?
Today, many people think of their Investment Portfolio as their Financial Plan, but nothing can be farther from the truth. Your Financial Plan is so much more than your investments….
War Times & The Stock Market
Wars and conflicts have been a constant throughout history, however recent events might cause us to look at how the stock market has performed during past times of war.
What Keeps You Up at Night?
Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may worry you.
IFG Retreat Highlights 2022
Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, recently held their 2022 Retreat for their advisor “brain trust”...
2022 Important Numbers
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Missing the Market’s Best Days
The impact of missing just a few of the market’s best days can be profound, as shown by this animated look at a hypothetical investment in the stocks that make up the S&P 500 Index.
2022 Social Security Changes
Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2020 through the third quarter of 2021, Social Security and Supplemental Security Income (SSI) beneficiaries will receive a 5.9 percent COLA for 2022.
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Schedule some time with us to talk and see if we’re a good fit for each other.
Work With a Certified Professional
Rebekah J. Fero, CFP®, AIF®
