The Consumer Price Index (CPA) data revealed that inflation increased month-over-month from July 2023 to August 2023.  It is worth noting that current inflation levels are far less now compared to earlier this year and last year at this time.

9/22/23 - While history has shown the stock market can weather such events, it remains to be determined if other secondary impacts will be felt.

Having conversations with the next generation about wealth transfer and leaving a legacy is a complex and sensitive endeavor. Each family is unique, and there's no one-size-fits-all approach to legacy planning. These discussions can profoundly impact your family's financial future and the values you hold dear.

9/15/23 - Health Savings Accounts (HSAs) are an increasingly popular tax-favored benefit for employees and their families. If you’re considering opening an HSA or already have one, here are a few ways that you can maximize the benefit of an HSA.

9/1/23 - Our office will be closed on Monday, September 4th. We will resume normal operations on Tuesday, September 5th.

8/29/23 - Just like any other skill, financial planning is best learned early in life.

8/1/23 - Focus is one of the industry’s most premier events and the largest annual conference hosted by LPL.

7/26/23 - The Federal Reserve (Fed) recently released the results of its annual stress test on large banks in the U.S. and all 23 banks tested passed easily. 

7/18/23 - June's recent inflation report came in below economists’ consensus forecasts for both headline and core, which sent stocks higher after the announcement. Investors were quite pleased with the report. 

7/3/23 - On behalf of our Covenant Wealth Strategies' team, we would like to wish you and your family a safe and happy 4th of July!

6/22/23 - Dave's ambitions include helping others build and commit to a life and legacy of significance so that their good will have a multigenerational impact.

6/21/23 - Their stories are truly inspiring and a testament to the unwavering dedication, proactive concierge service and genuine care that our team at Covenant Wealth Strategies provides.

6/16/23 - As expected, the Federal Open Market Committee (FOMC) kept rates unchanged at its recent meeting but communicated a hawkish bias towards future interest rate decisions.

6/15/23 - Juneteenth is a celebration of freedom, marking the day when slavery was constitutionally abolished in the United States.