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Blog

Advisors Financial Inc. | Jul 7, 2022

NEWSLETTER: All Eyes on the Fed

Market Analysis
Market Commentary
Markets came under continued pressure in the second quarter as investors weighed the risk of higher interest rates and the probability of a recession. Both
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Joseph Van Name | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Advisors Financial Inc. | May 18, 2022

NEWSLETTER: Series I Savings Bonds are an Attractive CD Alternative

I-bonds
Savings
Investments
Finance
Newsletter
Education
If you are are saving for a short-term goal or want to get a better return on a portion of your emergency fund, this might be an idea for you!
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Susan Warren, Laura Oliveira | May 10, 2022

A Few Things You Need to Know About Retirement Communities - CCRCs

Retirement
If you are interested in Continuing Care Retirement Communities, we have created this guide to better prepare you when walking through this process. Our goal
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Advisors Financial Inc. | Apr 14, 2022

NEWSLETTER: Volatility is Back!

Market Commentary
Labor Market
Inflation
Recession
Ukraine
Russia
Volatility returned with a vengeance in the first quarter, driven by surging inflation and Russia’s unprovoked invasion of Ukraine. After kicking the year off
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Advisors Financial Inc. | Apr 7, 2022

MEDICARE - Client Guide

An informational guide to help you navigate through Medicare.
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Joseph Van Name | Apr 7, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Joseph Van Name | Mar 7, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Joseph Van Name | Feb 7, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Joseph Van Name | Jan 20, 2022

OPINION: NFL STAR SAQUON BARKLEY'S MISLEADING COMMENTS ON BITCOIN

Sports
Education

By David Mulhearn, CFP® 

CLICK HERE FOR BARKLEY'S TWITTER THREAD

I’d like to preface this opinion piece by saying that I’m a huge fan of the New York

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Advisors Financial Inc. | Jan 7, 2022

NEWSLETTER: For 2022 a few key numbers have changed based on inflation

Education
Market
401k Contributions
As we enter the New Year, a few things have changed! The maximum 401k (and 403B/457) annual contribution is now $20,500 with a $6,500 catchup for those over age
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Joseph Van Name | Jan 7, 2022

Why You Need an Investment Philosophy

Investments
Finance
It may be easier to stick to your financial goals if you have a strong investment philosophy in place.
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