Today Matt is sharing a service you may not know that we offer and have always offered. It works similar to a GPS, but instead of guiding you to your destination, it helps you navigate through your financial life. We offer comprehensive financial planning to all our clients at no additional cost. Comprehensive financial planning takes into account your current financial situation, goals, and risk tolerance to create a personalized roadmap for your financial success. If you’re contemplating a big transition such as retirement, or you’re in retirement and want to make sure your money will last you for years to come this may be a great solution to give you peace of mind and help guide you. Our team is here to provide guidance and support every step of the way. If you haven’t taken advantage of this service, email us and our team will explain the steps to get started and schedule a meeting.
Timely Topics
Are Bonds Broken?
In today’s episode of Matt’s Minutes, we were discussing bonds. While bonds may have disappointed us last year, it’s important to understand how interest rates impact the value of bonds and why they underperformed last year. In the video above, Matt explains this inverse relationship, and by understanding the dynamics of bonds, investors can anticipate how changes in interest rates may affect the value of bonds in their portfolios.
Are you ready if tragedy strikes?
In today’s episode of Matt’s Minutes, I’m reflecting on the devastating fires on the island of Maui, causing tragedy for those who have lost their lives, family members, and their homes. It emphasizes the importance of being prepared for such events. Are you prepared? If not, we can help. Click above to watch the full video, and don’t hesitate to reach out if you need help getting prepared.
Shoulda, Coulda, Woulda
In this episode of Matt’s Minutes, we are discussing the fact that we are officially in a bull market. A bull market is when the stock market rises by 20%. I’m sure the people who sold at the bottom of the market are saying to themselves, ” I shoulda, coulda, woulda.” Staying invested in a declining market is psychologically difficult but financially rewarding. Click on the video above to watch.
Matt’s Minutes – Thoughts On The Debt Ceiling
In today’s episode of Matt’s Minutes, we are discussing the US debt ceiling. I’m sure you have been hearing about this on the news, but what does it really mean? Is it something you should be concerned about? Click to watch the video to find out more.
