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Inflation soared during the pandemic, and the Fed’s efforts to tame it drove up interest rates over 2022 and 2023. While the annual inflation rate in 2020 was a mere 1.23%, it peaked at 8% in 2022 before settling at 3.4% for the 12 months ending in December 2023. Similarly, the Fed’s aggressive cycle of rate hikes pushed the effective federal funds rate from 1.55% to 5.33% during the same span, according to Macrotrends.

Green Ridge Wealth Planning
A fee-only fiduciary, specializing in wealth management for business owners, delivering Wall Street experience without the corporate nonsense.

Life and bills go on, which anyone who loses a spouse quickly discovers. You may be emotionally gutted, but the electric still needs to be paid. There are also plenty of documents you’ll need to collect, forms to fill out and numbers to call, all at a time when finances may be the last thing on your mind.

If you have lost a spouse, consider this financial checklist.

Everyone’s heard the adage “buy low, sell high.” However, what most investors don’t take into consideration is how they act in moments of fear and greed. So, how do you get around that to become a successful investor and avoid a failing investment strategy? Let’s look at five reasons your portfolio could fail:

In recent years, businesses across industries have been exploring ways to reach their target audiences through social media platforms. Social media can be an especially effective tool for financial advisors to build one-to-one relationships and share content that helps them better serve and build their client base.