Blog
Market Update - March 2024
The 'Magnificent Seven' trend continues in 2024, but who has replaced Apple, Tesla, and Google? Matthew Somberg investigates the market shake-up; watch now.
Read MoreNavigating Retirement with Financial Wisdom: The 50/30/20 Rule as Your Guide
Retirement is not just a milestone; it’s a unique chapter of life where careful financial planning becomes essential. A well-crafted budget serves as a roadmap to ensure your financial ship stays on course while you enjoy the breathtaking v
Read More2023 Investment Review & 2024 Outlook: Politics, Concentration Risk & Future Returns
Last year's financial landscape was anything but predictable. From shifting interest rates and unexpected bank collapses to inflation fluctuations and a booming stock market, navigating the complexities could feel daunting. This report d
Read MoreFeeling Generous? Gifting Strategies to Take Advantage of in 2024
Leave a legacy, lighten your tax load—the ultimate guide to strategic gifting in 2024.
Read MoreMarket Review - Fourth Quarter 2023
Investment Commentary Q4 2023 by Matthew Somberg, David Mitchell and Nicholas Hogrefe
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Market Update - January 2024
2023: The Market Rebounded, But What's Next? Watch Matthew Somberg dive into the surprising twists and turns of 2023's market, and discover the secrets to navigating the year ahead.
Read MoreThe market and economy are doing well; why do some of us feel lousy?
2023: The year the economy defied expectations, but not our anxieties. Dive into the why and how.
Read MoreUnlocking the Secrets to Financial Advisory Success: Gottfried & Sombergs Journey to $2B in AUM
Delve into the Art and Science of Scaling Your Firm with these Insights.
Read MoreThe Wealth Effect - How rising investment values impact the economy
Feeling spendier lately? You're not alone! Science says it's the "Wealth Effect," boosting your spending with every market rise. Join me as we dive into this financial superpower, and see why that dream vacation might feel much close.
Read MoreMarket Update - November 2023
Co-founder and Principal Matthew Somberg shares his market update for November 2023.
Read MoreNavigating Economic Turbulence: Key Takeaways from Jerome Powell's Speech
In a world of uncertainty, Federal Reserve Chair Jerome Powell outlines critical investment themes for the future.
Read MoreMaximizing Your 2024 Retirement Plan: Building a Financial Future
Unlock the Secrets to Maximizing Your Retirement Savings in 2024: Embark on a Journey to Financial Freedom
Read MoreRoth Conversion: A strategy to consider
Roth conversions: Reduce your RMD and pass tax-free wealth to your heirs.
Read MoreMarket Review Third Quarter 2023
Stocks decline in Q3 as interest rates rise, but silver linings emerge.
Read MoreQ3 Financial Market Update: What Investors Need to Know
In this video, Matt Somberg looks at the key trends and insights that shaped the financial market in Q3. If you want to make smarter investment decisions in the coming months, this video is for you.
Read MoreWhat do people mean when they say, "Tech is doing well" or "Utilities are lagging"?
Sector performance can differ dramatically from overall market performance, so it's important to understand what's driving these moves and how to diversify your portfolio accordingly.
Read MoreGoing a Bit Too Far To Get It Right
The Fed's Balancing Act: Can They Tame Inflation Without Crashing the Economy?
Read MoreMarket Update - August 2023
Co-founder and Principal Matthew Somberg shares his market update for August 2023.
Read MoreUsing Your Home Equity in a Cash Crunch
Don't let a cash crunch ruin your financial future. Learn how to use your home equity to get the money you need.
Read MoreNavigating Market Waves: The Power of Diversification
Navigating Market Waves: The Power of Diversification
Read MoreMarket Review Second Quarter 2023
Market Review Second Quarter 2023
Read MoreThe Way Forward
Matthew Somberg spoke on advisor capacity, compensation, culture, blasting through the “messy middle,” differentiating your firm and growth.
Read MoreMarket Performance & Economic Outlook for 2023
Market Performance & Economic Outlook for 2023
Read MoreBenefits of ROTH IRAs for Children
Benefits of ROTH IRAs for Children
Read MoreSaving for a Home: Tips and Tricks
Saving for a Home: Tips and Tricks
Read MoreSecure Act 2.0: Enhancing Retirement Savings
Secure Act 2.0: Enhancing Retirement Savings
Read MoreMarket Review First Quarter 2023
Market Review First Quarter 2023
Read MoreMarket Update Video - April 18, 2023
Q1 Performance & Return of the 60/40 Portfolio
Read MoreThe Value of Proactive Tax Planning
The Value of Proactive Tax Planning
Read MoreUnderstanding Recent Bank Failures
Understanding Recent Bank Failures
Read MoreMarket Update Video - March 9, 2023
Money Markets and Treasury Bills
Read MoreUsing a Qualified Charitable Distribution (QCD)
Using a Qualified Charitable Distribution (QCD)
Read MoreThe Debt Ceiling & Investment Markets
The Debt Ceiling & Investment Markets
Read MoreMarket Review Fourth Quarter 2022
Market Review Fourth Quarter 2022
Read MoreQuarterly Financial Checklist
It’s Time to Start Organizing Your Finances for the New Year
Read MoreCurrent Markets and Financial Planning for 2023
Financial Planning for 2023
Read MoreWhat do interest rates tell us about the economy?
An Explanation of the Yield Curve
Read MoreMarket Update Video - November 8, 2022
Markets, Mid-Term Elections & Year-End Tax Planning
Read MoreMarket Review Third Quarter 2022
Market Review Third Quarter 2022
Read MoreMaking Sense of October 13, 2022 Inflation Numbers
Making Sense of October 13, 2022 Inflation Numbers
Read MoreMarket Update Video - August 11, 2022
Investment Performance, the Labor Market and Economy
Read MoreMarket Update Video - June 22, 2022
Inflation, Interest Rates & Market Performance
Read MoreMarket Update Video - June 1, 2022
Understanding Recessions and How Markets Respond
Read MoreThe Evolution of Retirement
How retirement planning has become more complex
Read MoreMarket Update Video - May 2022
Markets, Inflation & Portfolio Re-Balancing
Read MoreFirst Quarter 2022 Lessons Learned--or Relearned
A few things to keep in mind after an unusually difficult quarter
Read MoreWhat is IRMAA and Why Does it Matter?
Understanding Medicare premium costs
Read MoreOur thoughts on how the Ukraine crisis impacts your portfolio
Clarity During a Time of Uncertainty
Read MoreMarket Review Fourth Quarter 2021
Market Review Fourth Quarter 2021
Read MoreBack to Basics
Three Investing Fundamentals to Keep Things Simple
Read MoreThe Financial Impact of a Cognitive Decline
Are you financially prepared for a mental decline?
Read MoreTime to worry about inflation?
Long term trends suggest no. Here's why.
Read MoreHow to manage the tax burden of Required Minimum Distributions
How to manage the tax burden of Required Minimum Distributions
Read MoreA Steepening Yield Curve Suggests a Positive Investor Outlook
Treasury yields are on the rise in 2021
Read MoreNick Hogrefe, Matt Somberg and Josh Gottfried January 14, 2021 Market Discussion
Nick, Matt and Josh discuss the 2020 market and look forward to 2021
Read MoreCONNECTICUT RETIREE TAX BENEFITS
Retiree Income Tax Exemptions for Connecticut residents
Read MoreRetirement uses of Health Savings Accounts
HSA's are not just for today....
Read MorePost 2020 Presidential Election: How will the US stock market and economy react?
When it comes to the year 2020, one thing we can all agree on is that it has been a year like no other.
Read MoreJosh Gottfried and Matt Somberg Third Quarter Discussion November 10, 2020
Josh Gottfried and Matt Somberg Third Quarter Discussion November 10, 2020
Read MoreNovember 1, 2020 Weekend Market Thoughts by Matt Somberg
With the presidential election 48 hours away, we want to share a few thoughts regarding the investment markets.
Read MoreOctober 28, 2020 Josh Gottfried Video Call
Pre-election Investment Update
Read More3rd Quarter 2020 Market and Investment Summary
Two themes dominating the Stock Market in 2020.
Read MoreDoes the S&P 500 Still Provide Diversification?
The technology sector’s dominance raises the question
Read MoreWill the Shift Towards ESG Investing Last?
Will the Shift Towards ESG Investing Last?
Read MoreSeptember 16, 2020 Josh Gottfried Video Call
Financial planning perspectives during, as the cast of Hamilton would say, the world has been turned upside down.
Read MoreShould I be buying a vaccine stock?
If you’re willing to take the risk, we would recommend bracing for continued volatility as the rollercoaster ride continues.
Read MoreAre Stock Splits Again Becoming Popular?
There was a time when stock splits were very common on Wall Street
Read MoreAugust 23, 2020 Presidential Election Market Thoughts by Matt Somberg & Nick Hogrefe
Eyes on November
Read More3 Reasons To Invest in International Stocks
Why would anybody have exposure to international stocks when U.S. stocks have been the better performing asset class?
Read MoreJuly 30, 2020 Recent RMD Updates and Changes
In response to the COVID pandemic, the CARES act was passed causing some changes to your RMD’s
Read MoreWhen Is The Right Time To Rebalance Your Portfolio by Ryan Olschefskie
During times of market volatility requires being more proactive with rebalancing your portfolio
Read MoreLooking Into The Future
With so much negative economic news, and so much current uncertainty — why does the stock market keep going up?
Read MoreJuly 4th Market Thoughts by Jim Newman
Considering the crisis in terms of the grieving process
Read MoreJune 28, 2020 Weekend Market Thoughts by Dan Heffernan
Stocks take a break while investors consider rising Covid-19 cases.
Read MoreJune 21, 2020 Weekend Market thoughts by Matt Somberg
Two important economic headlines from last week: the Federal Reserve is buying corporate bonds and May retail sales surged
Read MoreJune 19, 2020 Coronavirus Scams: Info and Tips to Help You Stay Vigilant
Coronavirus Scams: Info and Tips to Help You Stay Vigilant
Read MoreJune 10, 2020 Josh Gottfried Weekly Video Call Number 13
Understanding the storyline of a bailout
Read MoreJune 7, 2020 Weekend Market Thoughts by Matt Somberg
Last week was terrific for the markets
Read MoreMay 27, 2020 Josh Gottfried Weekly Video Call Number 11
Today we are experiencing three crises; A Medical Pandemic as well as an Economic and Psychological one.
Read MoreMay 20, 2020 Josh Gottfried Weekly Video Call Number 10
Stress and Trauma are directly related to the ability to adapt to changes
Read MoreMay 17, 2020 Weekend Market Thoughts by Matt Somberg
Last week’s Dow Jones Index, S&P 500 and NASDAQ declines were fueled by job losses, retail sales declines and trade relations headlines
Read MoreMay 10, 2020 Weekend Market Thoughts by Matt Somberg
Take a longer-term view and compare the markets today to where they were 12 months ago
Read MoreMay 6, 2020 Josh Gottfried Weekly Video Call Number 8
Some communities have been hit harder with COVID-19 then others and the risk to people across the country isn't equal either
Read MoreMay 3, 2020 Weekend Market Thoughts by Matt Somberg
As the panic selling of March is behind us, April closes out as a positive month for the markets
Read MoreApril 29, 2020 Josh Gottfried Weekly Video Call Number 7
Restarting the economy is a truly unique concept
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