Broker Check
 

Covenant Wealth Strategies Blog (April 2022 - September 2022)

Navigating Market Volatility

Navigating Market Volatility

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.

Read More
Bill Lloyd Earns His CRPC Designation

Bill Lloyd Earns His CRPC Designation

The CRPC® is a professional financial planning designation that recognizes financial advisors as specialists in helping clients prepare for retirement.

Read More
Medicare Open Enrollment Resources

Medicare Open Enrollment Resources

Medicare open enrollment is from October 15th - December 7th this year for Medicare coverage in 2023. 

Read More
Timely & Relevant News: Inflation, Inflation, Inflation

Timely & Relevant News: Inflation, Inflation, Inflation

While the market drop was one of the  worst days for the Dow since June 2020, the drop only erased 5 days of recent gains, pulling the S&P 500 back toward its Sept. 6th close of 3,908.

Read More
Happy Labor Day!

Happy Labor Day!

Our office will be closed on Monday, September 5th. We will resume normal operations on Tuesday, September 6th.

Read More
How To Prepare and Invest in the Right College Majors

How To Prepare and Invest in the Right College Majors

A college education is a financial equation of two halves: the cost of the investment to attend and the potential income related to the degree earned.

Read More
The Inflation Reduction Act - What Is It? How Will It Impact Medicare?

The Inflation Reduction Act - What Is It? How Will It Impact Medicare?

The Inflation Reduction Act was recently signed into law. This new legislation outlines the most significant changes to Medicare in almost two decades. 

Read More
Ward Keever Presents At LPL Financial's Focus Conference

Ward Keever Presents At LPL Financial's Focus Conference

Ward joined a select group of LPL Financial advisors invited to present at the conference, which was held this year in Denver, Colorado.

Read More
Important Financial Lessons Your Child/Grandchild Probably Won't Learn In School

Important Financial Lessons Your Child/Grandchild Probably Won't Learn In School

There are some important financial lessons that even the most challenging class curriculums don't teach. 

Read More
How A Financial Plan Helps You Endure Market Volatility

How A Financial Plan Helps You Endure Market Volatility

A key characteristic of a well designed financial plan is the consideration of market volatility - and for a good reason.

Read More
3 Factors That Could Change The Course Of Inflation

3 Factors That Could Change The Course Of Inflation

For the past year, supply-related problems contributed more to inflation than demand-related imbalances, however that may be changing soon. There are at least three factors that could change the course of inflation.

Read More
Are We In A Recession?

Are We In A Recession?

The first announcement for GDP data came out during the last week of July and was negative. This appears to be the definition of a recession - 2 consecutive quarters of negative GDP data. Are we in a recession and why has a recession not been called? 

Read More
Managing Market Volatility

Managing Market Volatility

If the U.S. can add some economic growth in the second half of the year as inflation begins to taper off, we would expect valuations to get a nice lift by year-end.

Read More
2022 Mid-Year Outlook: Navigating Turbulence

2022 Mid-Year Outlook: Navigating Turbulence

Market turbulence cannot be avoided, however it also need not deter us from making progress toward our financial goals.

Read More
Reasons For Optimism In The Second Half Of 2022

Reasons For Optimism In The Second Half Of 2022

While market optimists are scarce these days, there are several historical patterns that provide reasons for optimism as the second half of 2022 gets underway.

Read More
Our Office Will Be Closed On Monday, July 4th

Our Office Will Be Closed On Monday, July 4th

Bold strips, bright stars and brave hearts, the Fourth of July is an opportunity for us to freely gather and celebrate what makes America special.

Read More
Higher Rates Break Homebuilder Stocks

Higher Rates Break Homebuilder Stocks

One of the bigger stories from the past couple of weeks is the historic move in interest rates.

Read More
The Fed Continues To Focus On Inflation

The Fed Continues To Focus On Inflation

Inflation data continues to run hot. We saw an increase in market volatility after the recent release of May's CPI data. The S&P 500 Index officially moved to a bear market last week.

Read More
Covenant Adds A Summer Intern!

Covenant Adds A Summer Intern!

Please help us welcome Pat Morocco to our team!

Read More
Covenant Celebrates Adding A New Team Member!

Covenant Celebrates Adding A New Team Member!

Please help us welcome Anthony "A.J." Pietruszka!

Read More
Inflation Running Hot From Food And Energy

Inflation Running Hot From Food And Energy

Headline inflation in May rose 8.6% from a year ago, accelerating from April’s 8.3% to the highest year-over-year growth rate.

Read More
The Feds Response To A Tight Job Market

The Feds Response To A Tight Job Market

Employment in May grew by 390,000. Job growth does not exist in an economy that has a high chance of going into a recession. 

Read More
Savings Rate Falls As Inflation Takes A Bite

Savings Rate Falls As Inflation Takes A Bite

The savings rate in April fell to 4.4% from 5.0% in March, the lowest rate since 2008.

Read More
Congratulations to the Class of 2022!

Congratulations to the Class of 2022!

Graduation is a time to celebrate! What comes next?

Read More
Memorial Day

Memorial Day

In observation of Memorial Day, our office and the markets will be closed on Monday, May 30th.

Read More
Why Are The Markets So Volatile?

Why Are The Markets So Volatile?

According to multiple news outlets, the stock market is off to its worst start for the year since 1939 (thru April 2022).

Read More
Let's Talk About The Market Sell-Off

Let's Talk About The Market Sell-Off

Many investors forget that double-digit declines during a year are actually normal.

Read More
Is The Yield Curve Inversion Indicative Of A Recession?

Is The Yield Curve Inversion Indicative Of A Recession?

The fundamentals of the U.S. economy are currently very strong. So why are Wall Street and some economists suddenly worried about a recession?

Read More
Forbes Recognizes Ward Keever and Team as a Best-In-State Wealth Advisor

Forbes Recognizes Ward Keever and Team as a Best-In-State Wealth Advisor

This is the team's second year being recognized by Forbes.

Read More
Will Rising Mortgage Rates Squash The Housing Market?

Will Rising Mortgage Rates Squash The Housing Market?

Mortgage rates made a steep climb recently as markets reacted.

Read More
Take These 5 Financial Steps Before Starting Your Home Search

Take These 5 Financial Steps Before Starting Your Home Search

Doing some financial housekeeping before purchasing a home can pay dividends in the long run, especially if you’re attempting to buy in a competitive market.

Read More
Is Your TV Spying On You? Join Us For Our Cybersecurity Event

Is Your TV Spying On You? Join Us For Our Cybersecurity Event

From TVs to thermostats to light bulbs, more and more devices have Wi-Fi capability. Are they vulnerable to hacking?

Read More
Timely and Relevant News: Federal Reserve Meeting Recap: We Have Liftoff

Timely and Relevant News: Federal Reserve Meeting Recap: We Have Liftoff

As expected, the FOMC voted to increase the fed funds rate by 25 basis points (0.25%) and signaled further rate increases are appropriate. 

Read More
Inflation Hits 40 Year High

Inflation Hits 40 Year High

Inflation hit a new 40-year high in February. The Consumer Price Index (CPI) climbed to 7.9% year over year and 0.8% month over month from January, according to the Bureau of Labor Statistics.

Read More