Posts by Flora & DiPaula Wealth Partners
The Financial Stress Toll (of Late)
In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased financial stress due to: Higher inflation (87%) Ongoing supply chain…
Read MoreMarket Volatility: Taken in Perspective
Global turmoil and rising inflation have presented today’s investors with some pretty daunting risks. But remember, this is the situation for which you built a long-term asset allocation strategy. If…
Read MoreThe War on Oil Prices
As with any major global conflict, we learn things. The pandemic taught the U.S. the importance of reshoring manufacturing jobs, so we aren’t beholden to other nations, like China, for…
Read MoreThe Value of Multiple Retirement Income Streams
Retirement planning was historically a little easier. For instance, the average life expectancy in 1950 was 68 years old.1 If you retired at age 62, your retirement plan might need only…
Read MoreWindfall Imaginings
Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual. After all: The U.S. is experiencing the greatest wealth transfer…
Read MoreHow the Russia-Ukraine Conflict Could Affect Americans
When Putin invaded Ukraine in late February 2022, President Biden announced sanctions targeting Russian banks, the country’s sovereign debt and Russian oligarchs, warning that Russia would pay an even steeper…
Read MoreAre We Back to Normal Yet?
It’s been two years since COVID-19 hit U.S. shores, but are we anywhere near pre-pandemic normal yet? It doesn’t look like it. The stock market, while volatile, recovered nicely from…
Read MoreWhat We Worry About
Retirement Planning A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples…
Read MoreAn Update on Municipal Bonds
Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector…
Read MoreMarket Jitters
In mid-to-late January, investors experienced one of those common but utterly nerve-wracking pullbacks in the stock market. An accumulation of factors — inflationary pressure, potential adjustments to monetary policy, geopolitical…
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