Paul Deer, CFP®

What are the Best States to Retire In?

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: What’s Happening with Brexit?

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?

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

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

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

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...