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Data on Shutdown is Shut Down

Jeffrey Viksjo, CFAjeffrey.viksjo@ogorek.com One unique element of the Federal shutdown is that it is preventing us from knowing what the impact of the Federal shutdown is on the economy; important data from the commerce department (such as December retail sales...

What Can We All Learn From FIRE?

Tracy L. Sherwood, CFP®tracy.sherwood@ogorek.com Many of you have undoubtedly heard of the FIRE movement by now. Financial Independence, Retire Early (FIRE) is a movement dedicated to a program of extreme savings and investment that allows proponents to retire far...

Fiscal Policy Stimulus Waning

Jeffrey Viksjo, CFAjeffrey.viksjo@ogorek.com U.S. GDP growth turned higher in 2018 to ~3% but will almost certainly slow in 2019 to 2.5% or below. One reason is the diminishing impact of fiscal policy stimulus, including the tax cut. The chart below shows the...

How Well Are You Investing Your Time?

Tracy L. Sherwood, CFP® tracy.sherwood@ogorek.com You don’t want to miss this brief video with some friendly banter between Warren Buffet and Bill Gates as they discuss Warren’s calendar of scheduled activities. Warren reminds us that you control your time. Time is...

The Return of Negative Bond Yields

Jeffrey Viksjo, CFAjeffrey.viksjo@ogorek.com Government bond yields in Japan turned negative in the last trading day of the year, marking their lowest level since September 2017 and marking the extremes to which investors are currently avoiding “risky” assets, such as...

Promising Yourself to Live a Better Life

Tracy L. Sherwood, CFP® tracy.sherwood@ogorek.com Resolve to save more, pay down your debt, improve your diet, and exercise more all made this list of Top 10 New Year's Resolutions. What is a New Year's resolution anyways? A promise or vow to yourself to live a better...

Year-End Money Moves

Tracy L. Sherwood, CFP®tracy.sherwood@ogorek.com There's still time to make 2018 a little more lucrative. Rather than starting 2019 with another financial resolution, Sharon Epperson's host of CNBC Digital video series, "Retire Well" and "Your Money, Your...

What’s Your Financial Planning Sign?

Anthony Ogorek, CFP®, Ed D.tony@ogorek.com Zodiac signs can be a fun way of finding out more about ourselves. This infographic takes a look at what your astrological sign can tell you about your financial and emotional tendencies. Take a moment to see...