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Blog
July 31, 2023
Weekly Market Insights: Stocks Jump After Inflation Gauge Cools Presented by Hershey Financial Group, LLC A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow...
Measuring the Value of a Financial Professional
Findings suggest that these relationships can make a difference for investors. Provided by Kristin Hershey What is a relationship with a financial professional worth to an investor? A 2019 study by Vanguard, one of the world’s largest money managers, attempted to...
July 24, 2023
Weekly Market Insights: Stocks Advance And Retreat On Mixed News Presented by Hershey Financial Group, LLC Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings...
Retirement Questions That Have Nothing to Do With Money
Think about these factors before you leave work for the last time. Provided by Kristin Hershey Retirement planning is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here...
July 17, 2023
Weekly Market Insights: Bad News For Bears; Good News Buoys Markets Presented by Hershey FinanciaL Group, LLC Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The...
What Do I Do With All of This Money?
Just because it’s a nice problem, doesn’t mean it’s not still a problem. Provided by Kristin Hershey Here’s a scenario for you: You pick up what appears to be a lottery ticket. You check the numbers for a laugh and discover a winning combination, offering you...
July 10, 2023
Weekly Market Insights: Stocks Stumble With CPI On Deck Presented by Hershey Financial Group, LLC Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average lost 1.96%, while the Standard &...
Retirement Blindspots
Some life and financial factors that can sometimes be overlooked. Provided by Kristin Hershey We all have our “blue sky” visions of the way retirement should be, yet our futures may unfold in ways we do not predict. So, as you think about your “second act,” you may...
July 3, 2023
Weekly Market Insights: Economy Continues Upward Trend Presented by Hershey Financial Group, LLC Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual...
Tax Efficiency in Retirement
Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to understand which types of plans...