by Financial Professionals, Inc | Jul 24, 2024 | Additional Commentary
Chasing Interest Rates and Avoiding a “Cash Blunder” By Nick Kendall CFPⓇ When I hear news about the banking industry and current interest rates, I often have memories from my childhood and the handful of piggy banks in my bedroom. This leads to other memories of...
by Financial Professionals, Inc | Oct 12, 2023 | Additional Commentary
Of Predictions and Bears By Rob Overton, CFPⓇ, CAPⓇ A few months ago I rode my bike to work, which is something I often do. My morning-commute decision tree usually involves swiping down from the top of my phone and clicking on The Weather Channel app to get the...
by Financial Professionals, Inc | Jul 20, 2023 | Additional Commentary
Here We Go Again By Nick Kendall Every February I make sure to get in a viewing of Bill Murray’s movie Groundhog Day. The story is about a weather man in Pittsburgh who’s forced to report live in Punxsutawney, Pennsylvania on the aforementioned holiday to see if the...
by Financial Professionals, Inc | Apr 13, 2023 | Additional Commentary
What’s in the SECURE Act 2.0? In December of 2019 Congress passed a piece of legislation called the “Setting Every Community Up for Retirement Enhancement (SECURE) Act”. It was quite broad, impacting many areas of retirement planning. Some of the more notable areas...
by Financial Professionals, Inc | Jan 26, 2023 | Additional Commentary
A Comprehensive Look At Your 2023 By Nick Kendall I grew up in a home with a Dad who taught us how to look through the lens of “risk management” as we navigated through life. Overwhelmingly this has been a great discipline for me to take on as I walk together with my...
