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Financial Planning
Forefront’s Market Notes: March 25th, 2024 Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. ­ Stocks Bounce Back As widely expected, the Fed left rates unchanged at the conclusion of its two-day meeting....
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Forefront’s Market Notes: March 18th, 2024 Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after the Labor Department report showed the Consumer Price Index rose...
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Forefront’s Market Notes: March 4th, 2024 ­­ Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. ­ Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with a powerful advance. While the Dow dipped lower, artificial intelligence...
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Forefront’s Market Notes: February 26th, 2024 ­­ Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy.   Stocks Rally to Record Highs Stocks traded in a fairly tight range for the first half of...
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Forefront’s Friday Facts Coping with Windfalls and Windburns   In the turbulent journey of life, unexpected winds can dramatically alter our course. Whether it’s the sudden influx of wealth through a windfall or the harsh blow of job loss resulting in a windburn, these events can disrupt our equilibrium and challenge our ability to navigate...
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  While Americans are entitled to take every legitimate deduction to manage their taxes, the Internal Revenue Service (IRS) places limits on your creativity. Here are some examples of deductions from the IRS that were permitted and some that were, well, too creative. Creative Deductions that Passed Muster Usually a child’s school-related costs are not...
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Forefront’s Market Notes: February 19th, 2024 ­ Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. ­ Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the January inflation report that showed higher-than-expected consumer prices. But stocks regained...
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5 Smart Investing Principles – Get Started Now   Our last investment principle is get started now. Procrastination can be costly. Please be sure to check out our first 4 principles if you had missed any of the previous posts. Estimate Your Time Horizon Know Your Risk Profile Diversify Tax and Inflation The importance of...
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5 Smart Investing Principles – Taxes and Inflation   So far we’ve gone over Estimate Your Time Horizon, Know Your Risk Profile, and Diversification. Now we delve into Taxes and Inflation. In the realm of investment strategy, two formidable foes often loom large: taxes and inflation. While both are inevitable aspects of the financial landscape,...
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5 Smart Investing Principles – Diversify   We’ve already gone over Estimating Your Time Horizon and Knowing Your Risk Profile. Up next is one of the most important principles, “Diversify, Diversify, Diversify.” Diversification is a cornerstone of smart investing principles, offering protection and potential for growth in your portfolio. By spreading your investments across various...
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