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Blog

Jeff McClenning | Jan 19, 2023

Market Recap - December 2022

Investments

The year 2022 was an unpleasant one for investors.  The Dow Jones Industrial Average (30 stocks) and the broader-based S&P 500 (500 stocks spread across major

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Lewis Walker | Jan 17, 2023

A Winning Bet for 2023

Interest Rates
Current Events
inflation
Financial Independence
Debt

 

As a new year dawns, we are greeted in the press with “hits and misses” involving last year’s forecasts, along with perspectives for the year ahead. What the

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Lewis Walker | Dec 30, 2022

A Formula for a Happy New Year and Life

advice
marriage

 

“If it’s to be, it’s up to me.” That nugget of motivational wisdom was gifted to me early in life by a coach and mentor. It isn’t about rugged individualism

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Jeff McClenning | Dec 19, 2022

9 Smart Planning Moves For Year-End

financial planning
IRA
Charitable Giving
Retirement

A Handy Checklist for Year-End Planning

The holidays are a busy time of year.  Shopping, family events, company holiday parties and more may dot your calendar

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Jeff McClenning | Dec 19, 2022

Market Recap - November 2022

Investments

Crypto crash

Stocks have been battered by the Federal Reserve’s quest to rein in the highest rate of inflation in 40 years.

So far, however, investors have

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Lewis Walker | Dec 8, 2022

Time, Money, Travel, and Experiences

travel
money
advice
planning

 

In January, 2021, Viking Cruises released a television commercial starring Viking Chairman Torstein Hagen. Philosophizing about the time pressures we all

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Lewis Walker | Nov 22, 2022

The Crippling of Crypto

Investments
advice

 

Is crypto currency (crypto) a chimera or a true investment?  Per Merriam-Webster’s dictionary, one definition of a “chimera” is “an illusion or fabrication

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Jeff McClenning | Nov 10, 2022

Long-Term Care and Your Options

Insurance

Long-term care includes a whole host of services that you may require to meet various personal needs.  And eventually, around 60% of us will need assistance

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Jeff McClenning | Nov 10, 2022

Market Recap - October 2022

Investments

Storm clouds in September give way to a sunnier October

For reasons that are not fully understood, September has historically been the worst month for stocks

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Lewis Walker | Oct 31, 2022

Till Death Us Do Part

advice
family
Estate Planning

 

While wedding customs and traditions vary from religion to religion and in  secular society, vows generally are a significant and meaningful aspect of the

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Lewis Walker | Oct 18, 2022

Good Intentions, Unintended Consequences, and Your Money

Savings
News
advice
Economy

 

As a consumer, investor, and a saver for “rainy day” and future-focused goals and objectives, you must ask key questions. What are you to make of pessimistic

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Jeff McClenning | Oct 13, 2022

Market Recap - September 2022

Investments

For reasons that are not fully understood, September has historically been the worst month for stocks, according to the average S&P 500 return for each month

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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®, are registered representatives and investment advisor representatives of SFA which is otherwise unaffiliated with Capital Insight Group.

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