4931 Lindell Boulevard
Suite 150
St. Louis, MO 63108
Wednesday, November 29, 2023
The following is a transcript of our office interview >> HOST: This next segment has been sponsored by the West End Advisory Group, where they can help you hit that target of being financially fit. >> JOE RODDY: We...
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Wednesday, November 15, 2023
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels. Individual Retirement...
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Tuesday, November 7, 2023
U.S. Markets Rising bond yields, geopolitical tensions, sticky inflation, and mixed earnings reports combined to push stocks lower last month. The Dow Jones Industrial Average fell 1.36 percent while the Standard & Poor’s 500...
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Wednesday, November 1, 2023
Pro Tip: You'll be able to sample the staff's leftover Halloween candy if you schedule an in-person visit to our office this month. (We also offer video conferences, but they're not as sweet.)
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Tuesday, October 10, 2023
West End Advisory Group will be featured on Studio STL at noon on Thursday, October 12. Tune in as host Chelsea Haynes interviews us in the Central West End for her entertainment and lifestyle program.
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Monday, October 9, 2023
U.S. Markets Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September. For the...
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Tuesday, October 3, 2023
Join us as we kick off our quarterly Financial Literacy Series. Our first free Zoom webinar is on pre-retirement, and is targeted at people nearing retirement age. We'll discuss: Creating a Budget Taxation of Social Security Key Dates...
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Friday, September 8, 2023
Monthly Market Insights | September 2023 U.S. Markets After sliding for much of last month on rising yields, credit rating downgrades, and economic weakness out of China, stocks staged a late-August rally to help trim losses. The Dow...
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Wednesday, August 16, 2023
Now that we’re beyond the midpoint of the investing year, it’s a great time to look at where we’ve been—to help position your portfolio for the latter half of the year. Our Midyear Outlook: The Path Toward...
Read MoreMonthly Market Insights | August 2023 U.S. Markets Stocks added to their strong year-to-date gains in July as investors cheered decelerating inflation, better-than-expected corporate earnings, and healthy economic data. The Dow Jones...
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Friday, July 28, 2023
Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective: Core CPI, which excludes volatile food and energy prices, rose just...
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Monday, July 17, 2023
We know that market fluctuations can be distracting. Fortunately, we also know that taking the long view is a prudent approach to investing. We’re making a change to help you focus on your financial future and tune out the noise...
Read MoreQuarterly Market Insights | Q2 2023U.S. MarketsStocks extended their rally in the second quarter, boosted by cooling inflation, the prospect of a shift in monetary policy, and enthusiasm over artificial intelligence.For the three...
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Tuesday, June 27, 2023
Jerome Powell skipped an interest rate hike at the Fed’s June meeting, but the market isn’t buying what the Fed Chair is selling about what’s next with short-term rates.Powell signaled that two more rate increases may...
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Friday, June 16, 2023
Just a quick note to let you know that our office will be closed on Monday, June 19, in observance of the Juneteenth national holiday.We’ll be back to business on June 20 and look forward to getting back to you then.
Read MoreMonthly Market Insights | June 2023U.S. MarketsStock prices were mixed as enthusiasm over the economic potential of artificial intelligence was offset by concerns about the federal debt ceiling.The Dow Jones Industrial Average lost 3...
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Wednesday, May 24, 2023
Our first Zoom webinar was a great success! We invited David Seymour, MPA, from the Social Security Administration to join us for a presentation on Social Security in Retirement. We covered questions such as:What's the best age to...
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Tuesday, May 9, 2023
MONTHLY MARKET INSIGHTS | MAY 2023U.S. MarketsThe Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1Rest at the end,...
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Thursday, April 27, 2023
Come join us for our upcoming virtual event on 5/17/2023. We’ll talk about Social Security in retirement and answer your questions. Learn more here.
Read MoreQuarterly Market Insights | Q1 2023U.S. MarketsStocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.For the three months ending March 31...
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Tuesday, March 21, 2023
If you have questions about your accounts, or if you’re thinking about adjusting your financial strategy, please know the door is open to you anytime to reach out. Meanwhile, feel free to download this printable, newly...
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Tuesday, March 14, 2023
For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...
Read MoreMonthly Market Insights | March 2023U.S. MarketsStock prices stumbled in February owing to growing worries that the Fed would maintain its tight monetary posture in the face of continuing inflation.For the month, the Dow Jones...
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Presidents Day is a time to reflect on the wisdom of our notable presidents, including George Washington and Abraham Lincoln. Lincoln said, "The better part of one's life consists of his friendships." This Presidents Day I hope you...
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Wednesday, February 15, 2023
As tax season commences, I wanted to share an article about tax efficiency in retirement. Will you pay higher taxes in retirement? It's possible. But that will largely depend on how you generate income. Read more here.
Read MoreMONTHLY MARKET INSIGHTS | FEBRUARY 2023U.S. MarketsStocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood.For the month, the Dow Jones...
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Monday, January 23, 2023
The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...
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Monday, January 16, 2023
The third Monday of January is Martin Luther King Jr. Day. The legacy of Dr. King means many things to each American.This is a day of remembrance for both the man and his work. It’s also a day of service, in which we use a day...
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Wednesday, January 11, 2023
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreCheck out our guide to Tax Planning for 2023!Tax Planning 2023
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Monday, November 28, 2022
The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
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Tuesday, November 15, 2022
How well do you remember 1981? Harrison Ford had his first bow as Indiana Jones in Raiders of the Lost Ark. Frogger and Donkey Kong were all the rage at video arcades. Bob Ross left the Air Force and took up painting. On top of that,...
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Monday, October 24, 2022
ESG has gone from a niche investment philosophy to a mainstream investment tenant while gaining the attention of corporations, politicians, regulators, and investors.ESG stands for environmental, social, and governance and is a way of...
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Wednesday, October 12, 2022
October is Cybersecurity Awareness Month. Is this relevant to you? Well, consider how many of your daily activities are done online. Even when it comes to your finances, nearly everything can be done on the internet. While convenient,...
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Tuesday, October 4, 2022
Most people are used to having a portion of their paycheck withheld for Social Security during their working years. But not everyone realizes that their retirement benefits could still be subject to income taxes—especially if...
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Thursday, August 25, 2022
The end of summer and the start of the school year always seem to be a catalyst for conversations about college savings and where they fit into larger, long-term financial strategies. In particular, the 529 college savings plan, with...
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Wednesday, August 17, 2022
With inflation at 40-year highs, the Fed is aggressively hiking interest rates; but it's a tricky proposition: raise rates too much and many fear the next recession is right around the corner. Markets have been reflecting that fear,...
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Wednesday, August 10, 2022
Is Now a Good Time for a Roth IRA Conversion?We know that taxes are one of life’s two inevitables. So, the question is not if you will pay taxes on your retirement accounts, but when and how much. That’s where Roth IRAs...
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