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 […]

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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

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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 […]

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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 […]

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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 […]

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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 […]

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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, […]

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From the Desk of Kelli…

FINANCIAL JOURNEYS Raymond James Making good financial decisions can get harder as you grow older. Have you ever gone grocery shopping and left with everything except the one item that made you go in the first place? Did you ever frantically search for your reading glasses, only to find them atop your head? (Click on […]

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