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Financial To-Dos for 2023
2022 was a year of ups and downs, especially for the markets. As we look ahead to 2023, you should consider several financial to-dos. With inflation running high in 2022, […]
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Warren Buffett On Contrarian Investing
You may have heard the phrase “contrarian investing,” but did you know that one of the most reliable contrary indicators is individual investors? Retail investors often do the wrong thing […]
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Is the Fed Ready to Pause?
Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the […]
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October 2022 CPI: Game Changer or Head Fake?
October’s Consumer Price Index (CPI) had some encouraging news for investors, but others asked, “Is this a game changer or another head fake?” While it’s a bit early to know […]
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New Retirement Contribution Limits for 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual […]
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JOLTS Of Optimism For The Markets?
We measure the jobs market in many ways, but the Job Opening and Labor Turnover Survey or JOLTS report seems to be of particular interest to Fed Chair Jerome Powell. […]
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The Biggest COLA Increase Since 1981
How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at […]
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How 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 […]
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Will your student loans be forgiven?
On August 24th, President Biden announced a proposal for a broad student loan forgiveness package. What does that mean if you’re one of the millions with a student loan—and student-loan […]
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HELOC’d us up and threw away the key!
Here are seven handy facts to know about a Home Equity Line of Credit or HELOC: First, the line of credit is a revolving account, like a credit card. You […]
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Choices for Your 401(k) at a Former Employer
One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ […]
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1% Moves in S&P 500
If you’ve felt like stock prices were a little more volatile in 2022 than in recent years, your “spidey senses” are right on the money. The S&P 500 has posted […]
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Advisory services are offered through Bridge Financial Strategies, LLC, an Investment Adviser in the State of Arizona and where otherwise legally permitted. Bridge Financial Strategies is not affiliated with or endorsed by the Social Security Administration or any government agency. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. The information contained herein is not an offer to sell or a solicitation of an offer to buy the securities, products or services mentioned, and no offers or sales will be made in jurisdictions in which the offer or sale of these securities, products or services is not qualified or otherwise exempt from regulation. The information contained in this material have been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. Images , photographs, and videos are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons represented. Investment recommendations require a review of an investor's objective, risk tolerance, and time horizons. Investing always involves risk and possible loss of capital.
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