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Monday, April 8, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

Tuesday, April 2, 2024

20 years in this industry, I have heard and read many theories about how a person should invest as they approach retirement. Some of the more popular suggestions include: 50/30/20 diversification, 60/40 investing, or even CD or Bond ladder

Friday, March 15, 2024

What will you give up this year? This time of year, the question is often asked, “What do you plan to give up?”  Many will give up chocolate or change a negative pattern.  Others will begin a positive one. ...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

Monday, February 19, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

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Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Monday, January 29, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Wednesday, January 17, 2024

What could my Medicare cost?  Will your income 2 years ago change your Medicare premium?  How about your IRMAA calculation?  Not familiar with that anacronym? IRMAA stands for Income-Related Medicare Adjusted Amount.

Tuesday, January 16, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Tuesday, December 26, 2023

Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard & Poor’s 500 gained 0.75%. The...

Tuesday, December 19, 2023

Markets reacted positively last week to cooler inflation and the idea of potential rate cuts next year, adding to the gains of the market’s year-end rally. The Dow Jones Industrial Average rose 2.92%, while the Standard &...

Monday, December 11, 2023

Santa Boom or Bust, or more commonly known as a Santa Claus Rally. It seemed odd to me that we would associate a holiday with the idea that Santa would bring a change in the stock market. So, let’s talk about what’s really at play here.

Tuesday, November 28, 2023

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...

Tuesday, November 14, 2023

Have you insured your retirement?   After six years of nursing care at home and in a facility to end with hospice, George had exhausted all of the family retirement savings...

Tuesday, November 7, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Monday, October 30, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Friday, October 20, 2023

Go into any corner of the globe these days and you’ll encounter some degree of chaos. Go into any corner of the financial world these days, and you’ll find chaos without even getting out of your chair.So, what are...

Tuesday, October 17, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Tuesday, October 3, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Friday, September 15, 2023

When it comes to inflation, I can say that it affects everyone a little differently.

Friday, September 8, 2023

Now, here we are, September 8th in the 2023rd year of our “LORD.” I will start with, and this is the only time you will see me say I in this message (no I in team), the transition from TD Ameritrade to Charles Schwab has...

Tuesday, August 22, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Tuesday, August 22, 2023

As many of you have seen in the mail and in your emails, there is a lot going on with Charles Schwab for you and our office. Here are the details.

Thursday, August 3, 2023

Now that summer is in full swing, it's the perfect time to take a trip. But sometimes, even your best-laid plans go a little off-kilter. Here are a few of the most common travel issues and how to make sure that no matter what happens,...

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Wednesday, July 5, 2023

As we stabilize from an inflationary market, is an investment locked in for 6 -12 months a wise choice? Rates over the last 16 years have been bouncing off of zero. As of late, interest rates have made CD accounts appealing

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Tuesday, May 2, 2023

As we depart from the “Season of Tax Planning,” we open the door to a new season of preparation. Estate Planning.

Monday, May 1, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Monday, April 24, 2023

It is April. I often take these moments to write about a time in the past that used to be about something. The joy of having the choice and opportunity to unload my thoughts and feelings of financial advice and life in a website.

Thursday, March 9, 2023

One of my favorite Warren Buffett quotes is, “Remember that the stock market is a manic depressive.”What he’s suggesting is that stock prices can sometimes swing wildly from day to day in response to even minor news....

Wednesday, March 1, 2023

The overloading world of information surrounding retirement is constantly changing. Maybe March should be the time to schedule a meeting with a financial advisor.

Tuesday, February 28, 2023

Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...

Thursday, February 9, 2023

What's Love got to do with Life Insurance? Everything! Will your loved ones have the finances available to continue the natural trajectory of their lives that would have happened if you were there for all of it….or will your uncontrollable

Tuesday, January 31, 2023

"Is the bear market over?"That's a question I've been asked a number of times in recent weeks. And my answer is the same, "Let's give it a little time."But people are quick to remind me that stocks are off to a good start in 2023,...

Monday, January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Monday, January 2, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week. The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%.

Wednesday, December 28, 2022

A new year is on the horizon. Each day that comes presents something new and exciting both for you and the people in your life. Is this the year you open the door to something new and exciting?

Wednesday, December 21, 2022

Once again, the year has flown by! In these final weeks of the year, our thoughts often turn to the comforts of home and family — of sharing good cheer with neighbors, friends, and loved ones.In that spirit, I would like to wish...

Thursday, December 15, 2022

Preparing for retirement just got a little more financial wiggle room. Recently, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs),...

Friday, December 9, 2022

The end of the year always seems to sneak up on us, but I think it’s safe to say most of us are more than ready to be leaving 2022 behind. As we brace ourselves for the new year, it’s a good idea to check back in with your personal finances

Monday, December 5, 2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Monday, November 28, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week. The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Tuesday, November 15, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week. The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...

Wednesday, November 2, 2022

Take stock in your personal thank list. In a season of Thanksgiving, we should take inventory of all of the gifts to be thankful for. This season of Thanksgiving belongs to giving more than you get back.

Thursday, September 1, 2022

How do you define your savings strategy? I get answers of “when there is extra money,” or “when they clear up some other things.” Why is saving money any more complicated than the obligation of making our mortgage payment?

Wednesday, August 10, 2022

Welcome to August. Over the last few months, we have been reminded of a couple of economic terms….and generally, they have a big impact on our pocketbook. Inflation and Recession. Let’s break it down:

Friday, July 1, 2022

We are past the halfway point in the year. Now is a great time to evaluate and take stock on the first half and plan for the 2nd half.

Friday, June 3, 2022

Estate planning starts with “The Conversation”. Where do you start? Here are some steps to help you have that difficult conversation with your parents.

Monday, May 2, 2022

A new and exciting chapter is about to begin for many 17- and 18-year-olds. College. A new chapter of understanding for empty nesters is about to begin. Planning for retirement. Here are a few tips:

Monday, April 4, 2022

If you have every heard yourself saying “Don’t pull all your eggs in 1 basket.”, I challenge you to ask what  your objective is. At various  times in life, we all need a partner. Let us know if a partnership with RFC is right for you!

Tuesday, March 1, 2022

Every day over 10,000 seniors in America cross into the crazy world of Medicare qualification. That means that over 300,000 men and women will qualify for a version of health insurance that looks a little different.

Tuesday, February 8, 2022

Monday, January 3, 2022

Thursday, December 16, 2021

Merry Christmas and Blessings to all from the team at Rundahl Financial Consultants.

Monday, December 6, 2021

Thursday, November 25, 2021

There is an old saying that “the grass is always greener on the other side.” However, is this true? During this time of year we are to take a moment to recognize the things that we are thankful for. Sometimes, I believe...

Wednesday, November 3, 2021

I have found that I base a lot of my blogs and articles on conversations that I have had with clients and prospects over the years. Quite honestly, this doesn’t surprise me. Grandparents revel over their grandchildren, mothers...

Wednesday, October 6, 2021

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...

Friday, September 10, 2021

With Grandparent’s Day approaching, we take this time to reflect on those that have come before us, those that have helped shape us, and those that been there for us when we needed them most. Grandparents. As with many holidays,...

Tuesday, September 7, 2021

Will They Know What to do When You’re Gone? The last few years, and the reality of fatherhood, has brought me to give more thought to the legacy that I leave behind. Let us help with your plan.

Tuesday, August 31, 2021

INVESTMENTREAD TIME: 2 MIN Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all...

Thursday, August 5, 2021

Are you having a tough time keeping track of inflation's mixed signals? You’re not alone.Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price...

Thursday, July 1, 2021

Considering College? Recently, I had a meeting with a young couple in their 30s. The discussion started with a question, “Should they be saving money for college for their 2 children?” This is an incredibly good question. I...

Tuesday, June 1, 2021

With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery.In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the...

Saturday, May 1, 2021

Social Security…to file or not to file? That is the question. Recently, I met with clients that were nearing retirement to review their retirement income plan. We discussed their investments, their continued savings planning, and...

Friday, April 2, 2021

Among the many changes arising from the pandemic, one of the most noticeable was a change in American spending habits.A survey released in March 2021 by Pew Research shows that Americans have increasingly chosen to put away what extra...

Monday, March 1, 2021

Is a ROTH IRA for me? As a financial advisor for over 16 years, there are many questions that I get from clients about retirement, about saving, and about insurance. One of the most common questions that I receive pertains to whether a...