Blog
Welcome to the Black Pearl blog, where we share our pearls of wisdom on a variety of topics.
Searching for a Goldilocks Moment
Investors face numerous economic reports in April that could impact markets. Constantly watching the news cycle may disrupt a well-constructed investment strategy. Instead, focus on long-term trends and avoid chasing the "Goldilocks Moment.
Read MoreNew Retirement Contribution Limits for 2023
The IRS has released new limits for the coming year and it's never too early to think about your retirement. Are you maximizing your pre-tax (tax-advantaged) contributions? Of your accounts, do you know which ones qualify?
Read MoreHow the Fed Has Navigated World Events
I’ve always been a little cautious when people say, “it’s different this time.” But the table below suggests the Fed is approaching 2022’s inflation differently than other financial events in recent...
Read MoreWhat’s the Fed’s Master Plan?
Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...
Read MoreImportant Details on Student Loan Relief
Student Loan Forgiveness?? How will it work?
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These Months are More Volatile Than Others
Stock market performance in September and October. Is it as bad a they say??
Read MoreThree Ways the Inflation Act Could Impact You
Are you prepared to take advantage of the tax credits and savings offered by The Inflation Reduction Act?
Read More3 Shrewd Maneuvers in a Down Market
It’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...
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