happy financially secure retired couple laughing and enjoying each other on a blue background.

News

Federal Reserve bank of DC
By Ben S. Lies, MBA, RSSA

Market Myths Series: The Fed Can Stop Inflation

Over the last few months, we have seen a pretty drastic change in not just the policy stance of the Federal Reserve, but how the organization is viewed and being used as a prop by our elected officials. With midterm elections around the corner, the Republicans are trying to position the Federal Reserve as an […]

Read more
is inflation bad for stocks?
By Ben S. Lies, MBA, RSSA

Market Myths Series: Inflation is Bad for Stocks

Introduction to The Market Myths Series. Markets of all kinds are going through a severe correction that is incredibly scary for many investors, especially those who are in or nearing retirement. Believe me when I say that I empathize and understand how hard things are right now. I have spent hundreds of hours over my […]

Read more
Inflation affecting personal savings
By Ben S. Lies, MBA, RSSA

Inflation Creeping into Personal Finances

Inflation creep is in full effect and it is starting to have an impact on our budgets and personal financial situations. If you have a balance on a credit card or an adjustable rate mortgage, you might be noticing changes in your payments. Higher interest rates are starting to ripple through the personal finance landscape, […]

Read more
Inflation
By Ben S. Lies, MBA, RSSA

Inflation in 2021: What Investors Need to Know

Following a year of economic instability, it appears that many of us are turning our attention to something that’s been around for decades, but has recently piqued national interest – inflation. In fact, a recent study found that people are Googling the word “inflation” at a rapid rate, with a peak not seen since 2008.1 […]

Read more

Free Portfolio Analysis

Is your portfolio going to accomplish your goals? Can improvements be made to get you to retirement faster? Fill out this short questionnaire and we would be happy to help. Free of charge, of course!

State of Residence

Investible Assets

Your Goals

Contact Information