Paul Deer, CFP®
Could You Benefit from Making Qualified Charitable Distributions?
As 2019 comes to an end and the holidays are fast approaching, I’m sure a lot of you are starting to think about not only your finances (and the impending holiday shopping!) but also more broadly about what’s been meaningful to you this year and...
Weekly Market Digest: What Does a Decline in Durable Goods Demand Mean for the Economy?
This week, the U.S. partially backtracked on removing a military presence from Syria, Britain’s Prime Minister pushed for extensions to the Brexit deadline in addition to a snap vote in December, and mixed earnings reports from US companies were released....
What are the Best States to Retire In?
Congrats! Your kids are out of the house, your mortgage is paid off, and you’re ready to retire. So now the question is: where should you retire? Does it Make Financial Sense to Relocate in Retirement? For those of us who want to retire in the US, there are...
Weekly Market Digest: A CFP®’s Take on the Potential Purdue Pharma Settlement
This week markets continued their volatility on the back of increasing tensions between the US and China, with additional tariffs going into effect the day before Labor Day. Despite continued volatility, equity markets clawed back some gains from last week’s...
Weekly Market Digest: What’s Happening with Brexit?
This week, US equity markets climbed higher from the last week, led largely by some of the most well-known technology companies, while other asset classes had a relatively uneventful week. Some of the US’ largest Tech Companies were under fire this week for...
Early Mortgage Payoff: Should You, or Shouldn’t You?
If you don’t have enough money to do both, is it smarter to pay off your mortgage early or invest your money in the financial markets? For most working people, these are choices that need to be considered. So, does it make more sense to own your home as soon...
Weekly Market Digest: Let’s Talk About Stock Buybacks
This week markets remained volatile as investors digested both last Friday’s Tariff increases by the United States, and China’s subsequent tariff retaliation on Monday. Markets initially reacted poorly to the escalating tariffs on Monday, but rebounded over...
Weekly Market Digest: Week Ends With Volatility
This week US and Global markets grappled with what to weigh more heavily – the benefit of a broader extension of an easy monetary policy from US and European central banks, or concerns around the state of global economic growth (the very same reason...
Weekly Market Digest: Fed Maintains Positive Outlook
On Friday, President Trump announced flexibility on extending the March 1st deadline on the current trade deal with China. Over the past several months concerns over the impact of an escalating trade war with China have frequently infused volatility into the...
