Markets & Election Cycles
Curious how the markets have historically responded during election years? Take a listen from our Founder and CIO, Evan Barnes! Want to see the document Evan discussed in the video? Follow the link below to take a look. The views expressed represent the opinion of Traction Financial Partners, LLC. The views are subject to change […]
Possible Government Shutdown
There’s been lots of talk around the potential government shutdown and we understand the fear that might be causing. Listen to our EVP, Evan Barnes, give a brief update on our thoughts. Looking for some additional reading on this topic? Check out the article below. The views expressed represent the opinion of Traction Financial Partners, […]
Recent Bank Failures
Wondering how the recent bank failures impact you? Interested to learn more about the situation? You’re not alone. The recent failures of Silicon Valley Bank and Signature Bank have sparked economic uncertainty and market volatility. Listen to our Head of Financial Planning, Drew Barnes, CFP®, analyze the situation and what it means moving forward. Looking […]
Interest Rates and the Economy
Listen to Evan Barnes, our EVP and Investment Committee Chair, discuss recent economic and market activity. Evan dives into the recent increase of the Federal Funds Rate by the Federal Reserve, the latest economic data, and how 2nd quarter corporate earnings are shaping up. Please read the attached LPL Weekly Market Commentary for further insight. The […]
Interest Rates, The Fed & Mid-Term Elections
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. […]
Social Security COLA
Our Head of Financial Planning, Drew Barnes, CFP®, discusses the cost of living adjustment (COLA) that Social Security benefits will be receiving for 2023. Drew discusses how this COLA compares to years prior, the potential tax implications, and what this may mean for your overall financial picture. The opinions expressed in this program are for general […]
2023 Retirement Plan Contribution Limits
The IRS has raised contribution limits on 401(k)s and most other retirement plans in 2023. Our Head of Financial Planning, Drew Barnes, CFP® provides the updated limits. Be sure to reference the attachment that details all of the pertinent increases for 2023 contribution limits. The opinions expressed in this program are for general informational purposes […]