“Smell the rain, and feel the wind. Live your life to the fullest potential, and fight for your dreams. Spring is a time for renewal and growth.”
- Helen Keller
As spring arrives, it's an ideal time to reevaluate your financial landscape. Just as nature renews itself, it’s an opportunity to review goals, reassess budgets, and maybe plant a few more seeds for your financial well-being.
As always, thank you for your continued trust in us. Check out what we've been up to in the past few months and contact us with any questions or to schedule a meeting.
PLANNING & RESOURCES
7 Key Investments Questions to Ask Yourself
Investment planning & strategy play an integral role in curating a solid financial plan and differ for each person depending on their life stage, income streams, assets owned, and otherwise. Check out seven key questions to consider when making investment decisions.
Volatility in financial markets can be unnerving, occasionally prompting some investors to make hasty decisions. In reality, it’s not volatility that is our greatest threat, but rather our reaction to it. Resisting emotional urges and maintaining perspective and discipline is vital to achieving your financial goals.
Artificial Intelligence represents an important next step in the evolution of technology. While discernibly impactful to the technology sector, this evolution has profound implications for other industries, where businesses are keen on applying advanced technologies to capture more revenue and enhance profits.
With a calming of the more significant headwinds, inflation and Fed policy, and the prospects for improved economic confidence, positive expectations for both economic growth and market valuations have taken hold. This and other insights are considered in our Q1 commentary.
As the S&P hovered around the 5,000 mark, economists and other investment analysts wondered if it's becoming overvalued. Hear insights from Steve Taddie, our Chief Economist, and other financial analysts in this International Business Times (IBT) article.
Forbes Ranks Elisabeth Cullington & Rachel Luken as Top Women Advisors
Forbes named Sr. Wealth Advisors Elisabeth Cullington and Rachel Luken among the Top Women Advisors for 2024. This marks Elisabeth's 3rd year and Rachel's 1st year making the list and we couldn't be more proud.
Forbes included HoyleCohen Sr. Wealth Advisors Ty Summerlin, Rachel Luken, Steve Taddie, and Elisabeth Cullington among the Best in State Advisors for 2024. Way to go!
Knowledge is the key to successful wealth management.
Education is a core focus at HoyleCohen and a cornerstone of our success. Arm yourself with knowledge and check out our education area for tips and strategies.
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