by msfinancialresources | Jan 1, 2022 | Uncategorized
Upcoming Event: If you are a Schwab client with our firm, then you should have received an event calendar outlining the events we will have this year. Trying to ensure everyone’s comfort and safety during this time, we are limiting the number of guests that can...
by msfinancialresources | Dec 22, 2021 | Financial
I was at a Holiday Party earlier this month and someone (who’s not in the financial industry) mentioned buying I-bonds to me. It caught me off guard and I had all sorts of questions coming to mind. Admittedly, I-bonds haven’t been on my radar and when I asked 5 or 6...
by msfinancialresources | Nov 6, 2021 | Financial
With election results looming, COVID cases rising, and the timing for another round of stimulus still in question, I wanted to send a quick note with some updates and insights. I also want to remind everyone (including myself) that amidst challenges comes...
by msfinancialresources | Aug 21, 2021 | Financial
COVID-19 stopped the longest expansion since World War II. It was the sharpest recession and a very quick drop even moving 12% to the downside in just one-day (Source: Standard & Poor’s data through August 6, 2020). In hindsight, however, many economists...
by msfinancialresources | Jul 1, 2021 | Financial
A crisis has a way of giving you clarity. It challenges us to go back to the basics, re-discover our roots, and reflect on what is important. One thing we have all missed during quarantine was human connection – seeing people in 3-D and not just 2-D on a screen. The...