Blog

Put Savings (and Yourself) First with a Budget

Americans, it seems, are spenders. Personal savings rates are low and many people spend beyond their means. If you’re among those Americans who can’t seem to save, it might be time to create a budget. A budget allows you to understand…

read more

What Mideast Escalation Means for Markets

The U.S. airstrike that killed the top Iranian military commander last week was a major escalation in Mideast tensions. In fact, it would be difficult to overstate the geopolitical significance of this action. Iran likely will…

read more

Is It Time For Santa?

Economic Blog December 17, 2019 December has been widely viewed as a strong month for stocks, with this year following suit so far. What many probably don’t realize, however, is the majority of the gains have taken place late in…

read more

Four Fed Hikes, One Year Later

The Federal Reserve’s (Fed) final policy meeting of 2019 starts today and will conclude tomorrow with the release of the Fed’s policy statement, updated economic projections, and a press conference by Fed Chair Jerome…

read more

Five Money Rules to Live By

It’s not simply a matter of working harder; it’s much more about using your non-financial skills and talents in new ways to bring you prosperity and a greater sense of personal satisfaction. Here are five tips to follow…

read more

Small Caps Join the Party

It took nearly 15 months, but the Russell 2000 Index finally broke out to a new 52-week high. On November 25, the Russell 2000 gained an impressive 2.1% to close at its highest level since October 2018. Small caps have lagged their…

read more

How Charitable Giving Can Benefit Donors

Kelly and Bob regularly set aside a small portion of their budget for charitable donations. In addition to feeling good about supporting a number of worthy causes, they’ve been able to deduct the value of their charitable gifts…

read more

Putting The Bull In Perspective

The S&P 500 Index has closed higher five consecutive weeks, making six new all-time highs along the way. There now have been 19 new highs in 2019, tying the number we saw last year. There’s no doubt that this bull market has been…

read more

Bulls Stay in Motion

“An object in motion tends to remain in motion along a straight line unless acted upon by an outside force.” Sir Isaac Newton What a year it has been for the bulls. The S&P 500 Index recently made four more new highs, and…

read more

Will The Fed Go Three For Three?

The Federal Reserve Bank (Fed) is widely expected to cut interest rates on Wednesday, October 30, which would be the third cut this year after nine consecutive hikes. The current fed funds rate target is 1.75–2%, with a 25 basis…

read more

Work with Certified Industry Professional

Jerrí Hewett Miller CFP®, RICP, BFA

 

As Seen In


As Seen In

Are you seeking the confidence to move forward?

Schedule some time with us to talk and see if we’re a good fit for each other.