It’s no surprise. When you open your monthly statements, almost all investments are down from their earlier 2022 highs. And unfortunately, no one can say when the stock and bond markets will recover. But there is light at the end of the tunnel, and a good reason to stick to your investment strategy, which is […]
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Congratulations To Scott Weigel On Earning His CFP® Certification!
Warm congratulations to our Boca team member Scott Weigel on earning his CERTIFIED FINANCIAL PLANNER™ certification and the right to use the CFP® marks! Scott recently passed the rigorous CFP® Certification Examination and met other requirements needed to earn the certification. We’re thrilled to recognize this significant achievement and Scott’s hard work! What’s involved in becoming a […]
Does Gold Really Hedge Inflation?
It’s not your imagination. Prices are going up. You may have heard that inflation numbers came in hotter than expected last month. The Federal Reserve maintains that inflation is “transitory,” meaning it concedes that prices are going up as the economy rebounds after COVID, but does not believe that those price hikes will be repeated […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ has helped hundreds of individuals and families build wealth and plan for a more secure financial future for over 30 years. Her advice has appeared in publications such as Wall Street Journal, Kiplinger’s, Money Magazine, Business Week, and CBS MarketWatch.
