Ep. 165 Launch Financial- Giving Tuesday at Sherman Wealth
Overview: Tune into this week’s episode of Launch Financial as we discuss the markets and the strong November it saw, as well as Giving Tuesday and the efforts here at Sherman Wealth. Email...
View ArticleYour End Of The Year Financial Checklist
As we approach the end of the year, it’s time to take stock of our financial well-being and ensure that we’re on the right track for the year’s end and beyond. As we head into December, it’s a good...
View ArticleWhy To Think About Donor Advised Funds This Time Of Year
As we approach the end of the year, many individuals are considering their charitable giving strategies. One powerful and flexible tool gaining popularity is the Donor Advised Fund (DAF). This...
View ArticleEp. 166 Launch Financial- End of The Year Financial Checklist
Overview: Tune into this week’s episode of Launch Financial as we discuss November in the markets, along with some end of the year financial action items to check off before December 31st. Email...
View ArticleEp. 167 Launch Financial- Stock Market Approaches New Highs for 2023
Overview: Tune into this week’s episode of Launch Financial as we discuss a 4-week high in the stock market, approaching a 5th week winning streak. All eyes continue to watch the Federal Reserve’s...
View ArticleBuilding Smart and Positive Financial Habits
Financial habits play a pivotal role in shaping our financial future. Whether you’re striving for financial stability, planning for retirement, or aiming for financial freedom, cultivating smart and...
View ArticleEp. 168 Launch Financial- 2023 Year In Review
Overview: Tune into our final episode of Launch Financial for 2023 as we discuss holiday spending, the year in the stock markets, and outlook on future interest rate policy. Show Notes: Check out...
View ArticleHere’s How To Craft Your Perfect Budget
There are several key components that make up a comprehensive financial plan. One topic we’ve been helping many clients navigate within this economic environment is budgeting. Your budget is a crucial...
View ArticleEp. 169 Launch Financial- New Year, New Financial Goals for 2024
Overview: Happy New Year everyone! Tune into this week’s episode of Launch Financial as we discuss 2023 in the markets, setting financial goals for 2024, and holding yourself accountable in the New...
View ArticleThe IRS Increased Retirement Contribution Limits for 2024
The IRS announced the new 2024 retirement contribution limits for 401(k) plans, IRAs and other accounts last year, which include increases. This is a great opportunity for retirement savers to increase...
View ArticleSetting Financial Resolutions for 2024
As we enter the new year, it’s prime time to reevaluate our financial strategies and set practical goals for a more robust financial future. In this blog post, we’ll break down straightforward and...
View ArticleEp. 170 Launch Financial- Markets Snap Their 9-Week Winning Streak
Overview: Tune into this week’s episode of Launch Financial as we discuss a volatile stock market to start the year, snapping a 9-week winning streak as it awaits economic inflation data later this...
View ArticleNavigating Lifestyle Creep in 2024
As financial advisors, one of the common challenges we observe among individuals is the phenomenon of lifestyle creep. This gradual increase in spending as income rises can have a significant impact...
View ArticleLook Out For These Tax Forms to Prepare for 2023 Tax Season
You may be receiving tons of paperwork over the next few weeks to prepare for your 2023 tax filing. We know tax season can be a stressful time, especially given the abundance of information and forms...
View ArticleDo You And Your Partner Have The Same Money Values?
We all know that being a part of a couple takes work and that open, honest communications is key! We read an interesting article that spoke about how individuals choose their partners and that often...
View ArticleEp. 171 Launch Financial- Consumer Sentiment Surges To Highest Level Since 2021
Overview: Tune into this week’s episode of launch Financial as we discuss the markets as it digests a strong jobs report and booming consumer sentiment, the highest since July 2021. Home sales plunged...
View ArticleEp. 172 Launch Financial- Major Averages Post Record Breaking Highs
Overview: Tune into this week’s episode of Launch Financial as we discuss exciting all time highs and records in the stock market, with the Dow reaching above 38000 for the first time ever. Amid all...
View Article8 Common Investor Biases That Impact Investment Decisions
This article was originally published on investopedia.com One of the biggest challenges to our own success can be our own instinctive behavioral biases. In previously discussing behavioral finance, we...
View ArticleThe Importance Of Goals Based Financial Planning
In the realm of personal finance, goals-based financial planning is a strategy that helps shape your financial future and roadmap by aligning your short, medium, and long-term goals. By aligning one’s...
View ArticleEp. 173 Launch Financial-Markets Continue Reaching Record Highs Awaiting Fed...
Overview: Tune into this week’s episode of Launch Financial as we discuss the markets continuign to break record highs in the stock market, while all eyes are on mega cap tech earnings later this week...
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