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Market Note: Russia/Ukraine
A variety of conflicts involving major world powers have tended to historically raise short-term volatility in global financial assets.

Jeran Van Alfen, CFP®
Feb 24, 2022


Are We Re-opened? A Business Cycle Update
As we close out 2021 and move further away from the 2020 recession, many of us are still wondering when things will get back to “normal.”...

Jeran Van Alfen, CFP®
Dec 2, 2021



Jeran Van Alfen, CFP®
Nov 13, 2021


Hot Question Right Now – Is stagflation coming back?
Stagflation: A period of high inflation combined with a stagnating economy. As the high inflation caused by the aftermath of economic...

Jeran Van Alfen, CFP®
Oct 23, 2021


How to Manage Inflation at Different Ages
Inflation is a buzzword right now and you most likely have felt some of the effects of increased prices firsthand over the last few...

Jeran Van Alfen, CFP®
Jul 21, 2021


Market-Related Worries?
Worried about a market crash? Here's how to make smart investment decisions. If you check the financial news every once in a while, you...

Jeran Van Alfen, CFP®
May 20, 2021


The American Rescue Plan: What's Inside
The American Rescue Plan was signed into law this week...How does the new bill affect you? Let's dive in.

Jeran Van Alfen, CFP®
Mar 12, 2021


Interest rates and the stock market: What you need to know
You may have heard some chatter recently about interest rates, especially if you are following the stock market at all.

Jeran Van Alfen, CFP®
Mar 5, 2021


Q1 2021 Market Update and Portfolio Update
A brief summary of our perspective on the current state of the markets and economy

Jeran Van Alfen, CFP®
Feb 7, 2021


Trends Toward Digital Currency
Bitcoin is just one piece of a growing trend toward digital currency. In this post, we discuss some of the benefits and challenges

Jeran Van Alfen, CFP®
Dec 6, 2020


Stocks Taught Us An Important Lesson This Election
This week the stock market staged the biggest election week rally since FDR won election in 1932. This week alone, the Nasdaq surged...

Jeran Van Alfen, CFP®
Nov 7, 2020


Can Stocks Continue to Go Up in this Economy?
Stock volatility returned this week after a pretty steady summer and market indexes reaching all-time highs.

Jeran Van Alfen, CFP®
Sep 6, 2020


Republican or Democrat: What is best for the stock market?
It is natural to feel concerned about which political party might be better for the stock market

Jeran Van Alfen, CFP®
Sep 6, 2020


2020 Mid Year Progress Review Video
Please enjoy our mid year commentary.

Jeran Van Alfen, CFP®
Jul 25, 2020


Halfway Through 2020: Where Are We Now?
As we approach mid-year in a year that feels like a whirlwind, let’s examine some key information

Jeran Van Alfen, CFP®
Jun 28, 2020


Disconnect Between Wall Street and Main Street
I would like to discuss two items to consider and discuss our approach during these uncertain times.

Jeran Van Alfen, CFP®
May 17, 2020


Testing and Treating Covid-19: Fidelity Commentary
With many states beginning to ease restrictions this month, it is important to understand what progress is being made

Jeran Van Alfen, CFP®
May 2, 2020
Video: Frequently Asked Questions about Recent Market Volatility
It's important to keep things in perspective. This video includes a presentation on frequently asked questions during the last month

Jeran Van Alfen, CFP®
Mar 28, 2020


March 12, 2020 Market Note: Bear Markets
Taking a step back and looking at history provides some context for bear market sentiment and a path for recovery.

Jeran Van Alfen, CFP®
Mar 12, 2020


Market Notes: February 20, 2020
Financial markets have been especially hard-hit today, with reports of new coronavirus (COVID-19) cases

Jeran Van Alfen, CFP®
Feb 24, 2020
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