Category: Investments


Investment Advice for the Times

The markets are a little bit choppy if you haven’t noticed. The economy is carrying a bit of a shadowy forecast these days and money seems to be getting tighter and tighter. If you turn on the news, there is not much besides doom and gloom. Then there is you—the hard-working American that just wants…
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September 20, 2022 0

5 Hidden Dollar Dings in Post-Pandemic America

We may not exactly be post-COVID yet, but our world is certainly settling into a new rhythm that looks a lot more normal than the past couple of years. With that being said, many Americans have made huge changes in this short time. Many companies went virtual in 2020, giving their employees the opportunity to…
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July 5, 2022 0

Summertime Checkup

Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same for 2022? Has market volatility affected your goals? Note any changes since the first of the year that may…
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June 13, 2022 0

Are Recession Fears Overblown?

Did you know that economists predicted six of the last two recessions? Actually, an economist will know tomorrow why the things he or she predicted yesterday didn’t happen. Both of these happen to be wisecracks in our industry, but there is much truth behind the chuckles. There is a lot of fear brewing today. We…
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June 7, 2022 0

Is Inflation Hurting Yet?

What on earth is happening? Thousands – at least – of Americans are asking this question as they leave the grocery store each week with less after paying more. Not too long ago there was plenty of cash flow and prices were within reason. Now? Not so much. Which is how inflation usually creeps onto…
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May 23, 2022 0
Down Market

Another Down Market Opportunity

It’s no surprise to state that the markets have been rather treacherous as of recent. Between Ukraine, growing tensions with Russia, severe inflation, supply chain issues, and the Fed’s recent rate hike; it really has not stood a fighting chance. Oh…and wait…I almost forgot. This is an election year. Volatility is here and it might…
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May 16, 2022 0

How Do You Look at Your Money?

Do you look at your money for what it is or do you look at it for what it is for? A few weeks ago, Dad came on our weekly radio program “Life Planning 101.” He shared several stories that have given us insight we use to help the families we work with today. One…
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April 26, 2022 0
Simple Investing

3 Rules for Simple Investing

Investing…Just the word can be intimidating. There are so many options available when it comes to investing, a thousand different ways to invest these options and then the “how to” invest on top of all that. We have a saying that “a confused mind says no.” And our fear is that all of this mental…
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March 28, 2022 0
Stock Market

89 Reasons Why NOT to Invest in the Stock Market

1934 Great Depression 1935 Spanish Civil War 1936 Economy Still Struggling 1937 Recession 1938 War Clouds Gather 1939 War in Europe 1940 France Falls 1941 Pearl Harbor 1942 Wartime Price Controls 1943 Industry Mobilizes 1944 Consumer Goods Shortage 1945 Post-War Recession Predicted 1946 Dow Tops 200- MARKET HIGH 1947 Cold War Begins 1948 Berlin Blockade…
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March 7, 2022 0

Is Your Retirement Portfolio Built to Last?

If two retirees both average 6.6% return over 30 years and take the same income in retirement, shouldn’t they both end up with the same amount of money? You may find the answer very surprising. In fact, wouldn’t it be sad if one of these retirees ran out of money well before the 30 years…
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February 22, 2022 0

Securities offered through Calton & Associates, Inc. member FINRA and SIPC, a Registered Investment Adviser. Investment advisory services offered through Smart Money Group, LLC, a Registered Investment Adviser. Smart Money Group, LLC and Kennedy Financial Services, Inc. are not owned or controlled by Calton & Associates, Inc.