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You, Your Financial Plan and the Federal Reserve Thumbnail

You, Your Financial Plan and the Federal Reserve

The Federal Reserve is maintaining its federal funds rate at 4.25% to 4.50%, carefully balancing economic growth and inflation concerns. While Fed decisions impact interest rates and markets, their effects are influenced by many global factors, making precise predictions difficult. For investors, staying informed and focusing on a personalized financial plan is the best way to navigate these changes and manage savings, investments, and debt wisely.

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Bucket Portfolios – They Just Feel Right Thumbnail

Bucket Portfolios – They Just Feel Right

Bucket portfolios are designed to provide spending resources during investors’ decumulation periods, usually in retirement. They are made of three buckets, arranged by time horizon – now, soon, and later – and the investment type used in each bucket – cash, bonds, and stocks. Learn more about bucket portfolios by contacting Oasis Wealth Planning Advisors.

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Is it worth the money to hire a financial advisor? Thumbnail

Is it worth the money to hire a financial advisor?

Deciding whether to hire a professional financial advisor requires performing a cost-benefit analysis. Just as you can do your own plumbing without hiring a professional plumber, you can go the DIY route on your finances. But, will things get messy? Some may have a strong financial background with ample time to do it themselves, but others may benefit from hiring a financial advisor that is holistic, tax-focused, and life-focused.

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