After taking a closer look at interest rates and inflation, we come to the heart of the matter: When interest rates, inflation, or both are on the rise, what’s an investor to do? Big picture, we … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 2: Understanding Inflation
Has rising inflation got you down? In our last piece, “Understanding Interest Rates,” we explored how rising and falling interest rates can impact a healthy economy. Today, let’s add inflation to the … [Read more...]
Interest Rates, Inflation, and Investment Strategy Part 1: Understanding Interest Rates
At its March 15-16, 2022, Federal Open Market Committee (FOMC) meeting, the U.S. Federal Reserve raised its federal target funds rate by a quarter point. It was the first increase since December 2018, … [Read more...]
Tax Planning in Turbulent Times Part 1: The Tools of the Tax-Planning Trade
Whether you’re saving, investing, spending, bequeathing, or receiving wealth, there’s scarcely a move you can make without considering how taxes might influence the outcome. No wonder people get … [Read more...]
Principles of a Trusted Advisor
Curious what to look for when choosing a trusted advisor? The following are 10 principles Delap Wealth Advisory has adopted to help us serve as your trusted advisor. Act in the Best Interest of Our … [Read more...]
Six Financial Best Practices for Year-End 2020
Has 2020 left you feeling like the fabled Sisyphus, forever pushing a boulder up a steep hill? Thankfully, with multiple COVID-19 vaccines in the works, there’s hope the load will lighten in the new … [Read more...]
Loss of a Spouse: What to Do When You Lose Half of Your Whole
Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and … [Read more...]
What Is Fiduciary Advice, and Why Does It Matter (Now More Than Ever)?
How do you know when an investment recommendation is worth heeding? Red tape and legal jargon aside, it’s about finding an advisor who exemplifies a few simple ideals: “There’s no confusion in the … [Read more...]
CARES Act Relief for Small Business Owners
The expansive coronavirus-related stimulus package signed into law last week — the CARES Act — has in it several measures of relief for small business owners, ranging from various loan programs to tax … [Read more...]