Posts by William Braddy
How Your Advisor Can Build a Plan Based on Your Values
An advisor should never recommend a product, strategy or service before knowing what you want to accomplish. So, let’s look at the ways an advisor can build a financial plan based on your values, throughout different areas of financial planning.
Read MoreBalancing Current Bond Yields with Future Rate Changes
Following years of low returns, bonds are bouncing back. From 2022 to 2023, short-term Treasury bill rates have increased from near zero to over 5%.
Read MoreInverted Yield Curve: What Does it Mean and How Should You Invest?
Traditionally, fixed income yield curves are upward sloping, meaning longer-term bonds offer a higher return than their shorter-term counterparts.
Read MoreWhat would a recession mean for stock returns?
Recession concerns have been a fixture in the news lately, prompting many investors to wonder about what factors go into a recession announcement.
Read MoreHow to Assess the Top Five Risks in Retirement
The single biggest risk retirees face is using up all their resources in retirement. The good news is there are options to mitigate that risk.
Read MoreRing in the New Year with a Fresh Look at Your Financial Plan
January is not only a perfect time to implement your personal and professional resolutions – it’s also a great reminder to review your financial goals, plans and strategies.
Read MoreWill inflation hurt stock returns? Not necessarily.
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.
Read MoreThe State of Your Estate Plan in Light of Proposed Tax Legislation
View our webinar recording for the an update on proposed tax legislation along with suggested next steps to ensure your estate doesn’t become a casualty of increased taxes.
Read MoreSmall cap and value stocks have rebounded. What’s next?
After a prolonged period of relative underperformance, small cap and value stocks have rebounded. Can we expect these asset classes to continue to outperform going forward?
Read MoreRetirement plan success: From good to great
The most popular measurement of 401(k) plan success is participation rate. We consider a high participation rate to be 90% or better. While participate rate is a good first step, it is only one of many ways to measure.
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