5/29/23 - National College Savings Day was introduced to increase awareness of college savings plans such as 529s and to encourage families to start saving early towards future expenses for education.
5/25/23 - In observation of Memorial Day, our office and the markets will be closed on Monday, May 29th
5/24/23 - Solid earnings results compared with expectations have helped keep stocks afloat in recent weeks amid debt ceiling jitters, regional bank concerns and news headlines discussing the "recession" topic.
5/12/23 - More school in some cases, jobs in others and new financial concerns for all.
5/5/23 - The markets were whipsawed this week by The Fed's announcement and by mounting recession fears despite enjoying a spate of relief as First Republic Bank was rescued.Our business is built on a foundation of thoughtful client relationships.
Jen's professional experience in financial services, combined with her enthusiastic attitude makes her a valuable addition to our Covenant Wealth Strategies' team.
4/27/23 - This is the team's third consecutive year being recognized by Forbes.
4/21/23 - Future care needs are unpredictable however, creating a care plan can help you and your family face the future with confidence.
4/18/23 - The structural shift of employees opting for remote work by choice rather than necessity has reduced demand for office space and pushed vacancy rates to record highs at the end of 2022.
4/14/23 - The Ambassador Council program provides a formal opportunity for advisors and institution leaders to stay closely connected to LPL’s strategic roadmap and key executives.
3/24/23 - The Federal Reserve (Fed) recently raised the fed funds rate again by 0.25%, pushing the upper bound to 5.00%.
3/23/23 We want to be one of your First Five™ phone calls when a significant event occurs in your life because we care and because there is always a financial implication to what has occurred.
3/16/23 - Here’s what we know about this situation right now, what it could mean and some investment ideas that investors may want to consider in light of this week’s volatility.
3/14/23 - Federal agencies have moved to protect depositors - regardless of the FDIC insurance limits of $250k. This has fascinating implications for the entire banking system.
3/13/23 - Stock and bond market activity was materially shaken last week as Silicon Valley Bank (SVB), the California bank subsidiary of SVB Financial Group (SIVB), fell into FDIC receivership for inadequate liquidity and insolvency.
This preeminent award is presented to less than 0.5% of LPL's approximate 21,000 financial advisors nationwide.
Cyber criminals are constantly looking for new ways to attempt to gather important personal and financial information.
Congress recently passed the SECURE Act 2.0 with the intention of incentivizing Americans to save more for retirement.
As a reminder for this holiday season, our office and the markets will be closed on Monday, December 26th in observation of Christmas, along with Monday, January 2nd in observation of the New Year.
With the new year just around the corner, it can be a good reason to consider the new contributions limits for retirement plans and tax changes in 2023.
On behalf of Covenant Wealth Strategies, we would like to wish you and your family a wonderful Thanksgiving!
We honor the bravery and sacrifice of those who have served America in the armed forces.
After two consecutive quarters of negative growth, the U.S. economy grew at a 2.6% annualized rate in the third quarter, driven by a resilient consumer sector.
The AIF® is a distinguished designation in the financial services industry.
The Five Star Wealth Manager award program is the largest and most widely published wealth manager award program in North America.
With only a few months left to 2022, it's time to think about charitable giving and ways to stretch your dollars.
Instead of planning for ‘retirement’ as a single state, it may be beneficial to reframe the conversation to reflect a four-phased concept of retirement.
From looking at history, the more the S&P 500 is down, the better it does in the next year on average.
It’s been a rough few weeks for the stock market. It is important to remember that good investment decisions see beyond the current circumstances.
The CRPC® is a professional financial planning designation that recognizes financial advisors as specialists in helping clients prepare for retirement.
Medicare open enrollment is from October 15th - December 7th this year for Medicare coverage in 2023.