News and Commentary

What does the Federal Interest Rate Hike Mean to your Wallet? By Scott Montgomery, CLU, ChFC

Posted on August 10, 2022 by Scott Montgomery

In July 2022, the Federal Reserve Bank enacted its fourth interest rate hike for the year and its second consecutive 0.75 percentage point increase in an attempt to rein in record-high inflation without triggering a prolonged recession. While additional rate increases are expected in the Fall, the benchmark federal funds rate, which began the year […]

Relatable Finance Podcast Episode 107: Personal Inflation Rates and Consumption Habits

Posted on August 09, 2022 by

In this episode, the relatable finance guys discuss personal inflation rates and how our consumption decisions may be more or less affected than broad inflation numbers. They also discuss how these decisions affect market cycles and prices.

Are More Changes Ahead for Retirement Savings? By Brendan T. Hayes

Posted on August 03, 2022 by Brendan Hayes

Since Congress first passed the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) in 2019, it has been working on a secondary package of regulations to further expand taxpayers’ access to workplace retirement plans and improve their financial security during their golden years. The proposed regulations, commonly referred to as Secure Act 2.0, […]

Relatable Finance Podcast Episode 106: Comparing the Current Bear Market with those in the Past and looking for clues on when the Market Could Turn

Posted on July 26, 2022 by

In this episode, the relatable finance guys look at prior bear markets and clues on when the current market may start to move. Things such as the magnitude of the decline, the duration, and the time it takes for the market to recover can help one make better investment decisions.

Relatable Finance Podcast Episode 105: Interest Rates Effect on the Forgotten Asset Class: Fixed Income

Posted on July 12, 2022 by

In this episode the Relatable Finance guys discuss the fixed income markets and how the recent jump in interest rates have affected performance. They also go into how this is different than the past 40 years and the key factors that affect fixed income returns.

Relatable Finance Podcast Episode 104: How Changes in the Real Estate Market Affects Potential Buyers

Posted on June 28, 2022 by Joseph Karl

The Relatable Finance guys talk about the rising prices in the real estate market and how the added cost of recent interest rate increases affects your ability to purchase a home. They also discuss some less obvious housing costs along with some benefits of having a mortgage.

4 Critical Actions to Help Recession-Proof Your Finances By Kathleen Marteney, CRPC

Posted on June 16, 2022 by Kathleen Marteney

Looking back over the past two decades to the aftermath of the dot-com bubble and the subprime mortgage crisis, we are reminded that good times do not last forever. In each of these circumstances, we learned that the best way to protect yourself during a recession is to plan and prepare for a potential downturn […]

Relatable Finance Podcast Episode 103: Drivers Behind Current Market Volatility

Posted on June 14, 2022 by

Markets have been volatile in recent weeks for a variety of reasons. In this episode, the Relatable Finance guys dig into the causes behind the current market volatility, and what may be in store going forward.

5 Common Mistakes to Avoid When Establishing Trusts By Brendan T. Hayes

Posted on May 25, 2022 by Brendan Hayes

Trusts are essential to estate planning, regardless of your financial means. After all, you do not have to be a millionaire to protect your family members and plan for their continual care after you are gone. With a trust, you can help ensure that your wishes are followed, and your assets are transferred to heirs […]

Relatable Finance Podcast Episode 102: Discussing Inflation with an Economics Professor

Posted on May 24, 2022 by

When it comes to inflation there are various factors to consider. In this episode, the Relatable Finance guys talk with economics professor Dr. Jeff Ankrom who shares his views on various aspects to consider, and how the Federal Reserve factors into all of this.

You’re Never too Young to Begin Estate Planning By Jessica Pendergraft, CFP®*

Posted on May 19, 2022 by Jessica Pendergraft

Planning for retirement is often the last thing recent college graduates will think about upon entering the job market and earning a steady income. However, there is no minimum age for individuals to start thinking about saving for the future, whether it is for the purchase of a new car or home, to support a […]

Understanding the Federal Funds Rate and Interest Rate Hikes By Shane Phillips, CFA, CAIA, CFP®

Posted on May 11, 2022 by Shane Phillips

After raising interest rates for the first time in three years, the Federal Reserve Bank announced in March that it expects a series of additional rate increases that would bring the federal funds rate to approximately 2.75 percent by the end of 2023. The last time rates were that high was in 2008. What does […]

Relatable Finance Podcast Episode 101: Current Uncertainties and Potential Implications for the Mid-Term Elections

Posted on May 10, 2022 by Joseph Karl

With a broad number of uncertainties, the Relatable Finance guys looks for clues on what could lie ahead, and how the current environment could shape the upcoming mid-term elections/policy moving forward.

Avoiding Tax Traps in Your Financial Plan By Robert Mark Weiss, CFA

Posted on April 28, 2022 by Robert Weiss

The income you earn can come from various sources, including employment wages, business income, investment returns, and even the lottery, if you are so lucky. As you receive money, it is important to recognize what you are required to report to the IRS and the amounts that are subject to federal taxes (and sometimes state […]

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What does the Federal Interest Rate Hike Mean to your Wallet? By Scott Montgomery, CLU, ChFC

Posted on August 10, 2022 by Scott Montgomery

Relatable Finance Podcast Episode 107: Personal Inflation Rates and Consumption Habits

Posted on August 09, 2022 by

Are More Changes Ahead for Retirement Savings? By Brendan T. Hayes

Posted on August 03, 2022 by Brendan Hayes

Relatable Finance Podcast Episode 106: Comparing the Current Bear Market with those in the Past and looking for clues on when the Market Could Turn

Posted on July 26, 2022 by

Relatable Finance Podcast Episode 105: Interest Rates Effect on the Forgotten Asset Class: Fixed Income

Posted on July 12, 2022 by

Relatable Finance Podcast Episode 104: How Changes in the Real Estate Market Affects Potential Buyers

Posted on June 28, 2022 by Joseph Karl

4 Critical Actions to Help Recession-Proof Your Finances By Kathleen Marteney, CRPC

Posted on June 16, 2022 by Kathleen Marteney

Relatable Finance Podcast Episode 103: Drivers Behind Current Market Volatility

Posted on June 14, 2022 by

5 Common Mistakes to Avoid When Establishing Trusts By Brendan T. Hayes

Posted on May 25, 2022 by Brendan Hayes

Relatable Finance Podcast Episode 102: Discussing Inflation with an Economics Professor

Posted on May 24, 2022 by

You’re Never too Young to Begin Estate Planning By Jessica Pendergraft, CFP®*

Posted on May 19, 2022 by Jessica Pendergraft

Understanding the Federal Funds Rate and Interest Rate Hikes By Shane Phillips, CFA, CAIA, CFP®

Posted on May 11, 2022 by Shane Phillips

Relatable Finance Podcast Episode 101: Current Uncertainties and Potential Implications for the Mid-Term Elections

Posted on May 10, 2022 by Joseph Karl

Avoiding Tax Traps in Your Financial Plan By Robert Mark Weiss, CFA

Posted on April 28, 2022 by Robert Weiss

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