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Blog

Jeff McClenning | May 12, 2022

Women Face Financial Dangers in Retirement

Retirement

Social security is a good supplement, but it is not nor was it ever designed to fully meet your financial needs in retirement.

Saving for retirement is a

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Jeff McClenning | May 12, 2022

Market Recap - April 2022

Investments

Since the beginning of the year, the markets have been rattled by persistently high inflation and the question of how the Federal Reserve might respond.  In

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Jeff McClenning | May 3, 2022

Talking to your Aging Parents about Finances

As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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Lewis Walker | May 2, 2022

The Thump Heard on Wall Street

Stocks
Market Commentary

The clanging of the closing bell at the New York Stock Exchange on the last trading day of April, the 29th, more appropriately should have been replaced by a

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Lewis Walker | Apr 29, 2022

Where There's No Will There's a Way

Estate Planning

The husband does not have a will and the deed to the family home is in his name only. He has children from a former marriage. Asked his current wife in a

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Jeff McClenning | Mar 22, 2022

7 Steps to Consider as Executor of a Will

Estate Planning

Your job as executor of a will

Most of us have watched movies or read books that depict a lawyer reading the will in front of the family. Script writers add

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Jeff McClenning | Mar 22, 2022

Market Recap - February 2022

Investments

When Worlds Collide

Despite repeatedly denying he had any designs on his neighbor, Vladimir Putin launched an invasion of Ukraine late last month.  Condition

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Jeff McClenning | Feb 17, 2022

4 Things That Can Help You Spot a Scam

Cybersecurity

It wasn’t that long ago when our money and assets were safe, or at least there was a high degree of perceived safety.  Investment accounts were secured by SIPC

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Jeff McClenning | Feb 17, 2022

Market Recap - January 2022

Investments

A bumpy January

There are plenty of reasons why inflation is at a 40-year high: easy money and low interest rates, rising wages, supply chain disruptions

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Jeff McClenning | Jan 20, 2022

Market Recap - December 2021

Investments

A banner year and a new year

The year 2021 was a banner year for investors. The broad-based S&P 500 Index, which is made up of 500 larger U.S. companies

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Jeff McClenning | Jan 20, 2022

How to follow through on New Year's resolutions

Goals
financial planning

The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page.  It's a new chapter.  It's

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Jeff McClenning | Dec 15, 2021

Checklist for Year-End Planning

Taxes
IRA
Charitable Giving
College Savings

Looking to year-end

The holidays are always hectic but consider carving out some time for year-end financial matters.

A number of questions about

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Securities and advisory services offered through The Strategic Financial Alliance, Inc. (SFA), Home Office: 678.954.4000, member FINRA, SIPC. Jeffrey D. McClenning, CFP®, Andrew Crane, Lewis Walker, CFP®, Mike Hostetler, CFP®, are registered representatives and investment advisor representatives of SFA which is otherwise unaffiliated with Capital Insight Group.

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