Inflation Outlook for 2021

Is the Fed ahead or behind in its monetary policy regarding inflation? As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8% in April 2021, jumping by […]

Read More

Mindset Over Matter

Hi ladies- Below is an invite that is sponsored by Raymond James. It is a wonderful opportunity to attend an event with a great speaker. This area is something that we at Longevity Wealth always work to improve upon and I am quite certain we are not the only ones. We hope your able to […]

Read More

Longevity Wealth celebrating 1 year!

A plaque celebrating Longevity Wealth’s 1 year anniversary. The wood burned plaque made by a special artist Krista Webb with a fantastic story about being legally blind, but being able to use her amazing skills.  Believing in your unique abilities and the work you do is always worth celebrating. http://www.blindlovewoodburning.etsy.com

Read More

Conference Room

Chantal and I were finally able to complete the conference room wallpaper.  After unsuccessfully begging and searching for a professional to complete it on our behalf it was left to our own 4 hands.  When you come visit (please do) you’ll get to see our masterpiece with your own eyes.  Until then please enjoy this […]

Read More

Thanks for Avoiding DIY Investing

The below note is something I found and wanted to share. For my clients and others who have a trusted professional giving guidance-thank you. If you are reading this and currently handle your own investments, or know someone who is a DIY’er, feel free to share. These long bull markets bring confidence that can quickly […]

Read More

Quarterly Economic Update

In this Q1 recap: U.S. economic growth gains traction as vaccination rollout picks up speed; Stocks higher, but questions about where they go from here linger. THE QUARTER IN BRIEF The first quarter started on a bumpy note as investors grappled with a slow national vaccination rollout, political uncertainty, and worries that the economic recovery […]

Read More

From the Desk of Kelli…

“NBA star Dwyane Wade made $196 million during his 16-year basketball career, but still sticks to a budget.” This article explains the importance in planning for all. Planning done well helps outline a path, removing stress and guesswork in our futures. Regular update meetings keep us on track. Don’t underestimate the power of a good […]

Read More

From the Desk of Kelli…

What To Shred:  In case you needed a refresher on what to keep… Here’s a quick overview. The Shred PartyWhat should you get rid of and hold on to? When and why? If a shred party happens to spring up in your area, you may want to mark your calendar. For many years, shred parties, […]

Read More