Investment Planning – Simonet Financial Group, LLC

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…

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…

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…

June 8, 2022

Recession Risks are Overblown. Stick with Short-Duration and Inflation Assets

May’s Rebound Despite negative returns in April and market turbulence throughout May, equities finishedmarginally higher for the month. US small-caps were amongst the best performers (+1.9%),followed by international developed equities…

May 2, 2022

Early Stages of the Inflation Cycle

What Happened in April? April was a challenging month for equities as stocks declined. US growth stocks were amongst the worst performers (-13.6%), followed by US large-caps (- 8.8%) and…

April 21, 2022

COVID, climate change, Ukraine: three ways businesses can adapt their models to working in an age of crises

It’s been a tough few years for people who own or manage a business. Lockdowns shut down whole industrial sectors worldwide, turning profitable businesses into loss-making ones, while a lot…

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