Marketing – Simonet Financial Group, LLC

13 Oct at 7:06 am

Understanding Succession and Legacy Planning

How to begin securing your family’s future with a strong, flexible foundation Succession and legacy planning goes beyond drafting a will; it involves creating a strategic framework for transferring your…

12 Jun at 10:14 pm

SPACEX IPO and the World’s First Trillionaire – What Happens Next

The anticipated IPO of SpaceX was capturing global attention and for good reason. With an estimated valuation near $1.77 trillion, it was thought to become the largest IPO in history and…

10 Jun at 7:08 am

A New Era at the Fed and What It Means for Your Portfolio

The bond market is sending a clear message: the era of cheap money may not return anytime soon. Kevin Warsh has taken over as chair of the Federal Reserve, and…

9 Jun at 6:41 pm

Let’s Keep Humans in the Loop: Why Advice Still Matters in an Age of AI

It is hard to go a day without hearing about artificial intelligence. From AI-powered trading strategies to robo-advisors and automated financial planning tools, many companies now describe themselves as “AI…

15 May at 2:43 pm

The Business Owner Cash Flow Balancing Act

Business owners live at the intersection of cash flow, taxes, and long‑term planning. Decisions about reinvesting, compensation, and retirement are deeply connected and often misunderstood. Strong revenue does not always translate to…

14 May at 12:39 pm

The 401(k) Shift – Private Equity’s Expanding Presence

America’s 401(k) system—long seen as a steady way for workers to save—is changing. Private equity firms and large Wall Street investors are expanding their role in the retirement industry. They…

14 Apr at 5:12 pm

The Sandwich Generation: Balancing College, Eldercare, and Retirement

Many investors in their late 30s, 40s, and early 50s find themselves squeezed between competing responsibilities: saving for retirement, supporting children, and helping aging parents. This “sandwich generation” faces a…

23 Mar at 7:18 pm

Housing, Lifestyle Inflation, and the “Rent vs. Buy vs. Invest”

For many urban and suburban professionals, the classic script—graduate, rent briefly, then buy a starter home—no longer matches reality. Even though mortgage rates have eased off their post‑pandemic peaks, they…

30 Jan at 7:45 pm

Financial Anxiety Is Real: But You Don’t Have to Face It Alone

It’s no secret that money worries weigh heavily on many Americans. Way back in 2021, 71% of employees said they were anxious about their financial futures. Fast forward to today, and that number…

27 Jan at 10:42 am

Starting Strong: Key Financial Priorities for the Beginning of the Year

The start of a new calendar year provides a natural opportunity to refresh your financial plan, strengthen your household or business finances, and realign long-term goals. With fresh tax years, new contribution…

Schedule a Free Consultation