Personal Finance – Simonet Financial Group, LLC

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Yesterday at 8:03 am

Protecting Yourself in a World of Financial (Mis)Information

Financial information is more accessible than ever. From social media posts and online videos to news headlines and unsolicited emails, we’re constantly exposed to advice, opinions, and opportunities that claim…

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…

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…

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…

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…

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…

April 4, 2022

What Happened in Q1 2022?

The S&P 500 Index returned -4.6% during Q1 2022, and the MSCI All Country World Index fell -5.3%. Q1 saw a notable rotation into inflation sensitive assets. The Bloomberg Commodity…

March 21, 2022

Positioning a Portfolio for Additional Rate Hikes

What counts is how your money is invested now in anticipation of rate hikes At their recent March meeting, the Federal Reserve moved its fed funds target rate from near…

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