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Stocks Are Fairly Valued

Wesbury 101 – Economic Video Commentary A video series providing perspectives on important economic issues.

Volatility in Context

Click here to download a PDF of this report.

Tax season is over! But our work is never done.

Most of you have filed your 2021 tax returns and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year.

10 Key Facts About Social Security Benefits

Understanding Social Security can be confusing. Review 10 key facts about eligibility, claiming age, and benefit calculations before you make your decision.

Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up 7.9% from a year ago and will likely peak in the 8.5 – 9.0% range sometime in the next couple of months, the highest since 1981....

Will Russian Sanctions Lead China to Sell US Debt?

Russia’s invasion of Ukraine led western nations to impose the most draconian economic sanctions in the modern era. The Russian stock and bond markets have collapsed, along with Russia’s currency, the ruble. Many investors fear that China, which has always wanted...

Do you Recognize the Underlying Risks in your Financial Plan?

Today, many people think of their Investment Portfolio as their Financial Plan, but nothing can be farther from the truth. Your Financial Plan is so much more than your investments, and if you do not consider the Big Picture, you could be setting yourself up for crisis...

What Keeps You Up at Night?

Please take a minute to review the topics and related questions below. Check off any concerns you have right now. Chances are I have information that will help us address many of the issues that may worry you.

IFG Retreat Highlights 2022

Integrated Financial Group (IFG), a consortium of independent financial planners dedicated to leading the fiduciary standard for the investment and wealth management industry, recently held their 2022 Retreat for their advisor “brain trust” members, staff, and...

2022 Important Numbers

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