jmmeyer72

Look to consolidate bank & brokerage accounts

One recommendation I find myself making consistently to advisory clients is to simplify their financial life by consolidating multiple...

jmmeyer72

401K Plans: Roth or Pre-Tax and how to choose

Around this time of year, I always get questions on how best to save within a client’s employer 401K plan. Does the client save in the...

jmmeyer72

When will inflation finally start to go down?

The recent CPI post showing inflation as high as it has been in 40+ years was a shock to the markets. That little tidbit along with a...

jmmeyer72

Market outlook with stagflation potentially rearing its head

There is a lot going on in the world and the economy right now and market moves seem to hit the news everyday as volatility increases....

Random commentary on the markets, economy and financial best practices