It’s Time to Re-Visit Your Protection
As we are now approaching the back half of the year, we’ve been working on mid-year reviews with lots of clients and families to benchmark and tweak their financial plans. While many are getting their...
View ArticleEp. 196 Launch Financial-Existing Home Sales Slow To Lowest Pace Since December
Overview: Tune into this week’s episode of Launch Financial as we discuss tons of economic data, including a big week of tech earnings, home sales data, GDP, PCE, and more, as all eyes continue to...
View ArticleHow To Get Your Financial House In Order Before Buying a Home
There is definitely a great deal to discuss on the current housing market. Despite the volatility and higher interest rates, many of you are still in the market to purchase a new home. Whether you’re a...
View ArticleEp. 197 Launch Financial- All Eyes Look To The FOMC Meeting Interest Rate...
Overview: Tune into our 197th episode of Launch Financial as we discuss a big week of Mag 7 earnings set to report along with the two day Federal Reserve FOMC meeting set to provide visibility on the...
View ArticleWhat To Do and Mistakes To Avoid With Your Old 401(k)
Have you recently left a job, been laid off, or just started a new one? If so, you’re not alone in wondering what to do with your old retirement accounts. This is a crucial topic that often gets...
View ArticleOpen Enrollment Season Is Just Around The Corner
Open enrollment is just around the corner, presenting a critical opportunity to review and maximize your benefits. Whether you’re new to the process or a seasoned participant, taking the time to get...
View ArticleEp. 198 Launch Financial- Extreme Volatility Amid Global Sell-Off
Overview: Tune into this week’s episode of Launch Financial as we discuss the extreme market and economic volatility, discsussing market trends and the importance of ensuring the global allocation of...
View ArticleAugust Financial Checklist: A Mid-Year Financial Tune-Up
As summer draws to a close and we head into the latter half of the year, August is the perfect time to give your finances a mid-year checkup. With back-to-school expenses looming, and the holiday...
View ArticleEp. 199 Launch Financial- July CPI & PPI Reports Released, Signs of Slowing...
Overview: Tune into this week’s episode of Launch Financial as we discuss a slew of economic data, including this week’s CPI and PPI reports, showing signs of cooling inflation, moving towards the...
View ArticleEp. 200 Launch Financial- Investors Look Towards & Await A September Rate Cut
Overview: Tune into this week’s episode of Launch Financial as we discuss market recovery, with the Dow hitting intra-day all time record highs, following a quick market correction, as well as...
View ArticleBack To School Fall Financial Planning
As the leaves begin to change and summer passes, fall is the perfect time to reassess your financial situation and prepare for the final stretch of the year. This season offers an opportunity to...
View ArticleAre These Psychological Biases Holding you Back from Building Wealth?
Our emotions are powerful and often influence the decisions we make in life, sometimes without us even realizing it. This is especially true in the realm of financial decision-making. At Sherman...
View ArticleEp. 201 Launch Financial- September Financial Planning Checklist
Overview: Tune into this week’s episode of Launch Financial as we discuss August in the markets, an extremely volatile yet strong month, as well as financial planning and “back to school” items to...
View ArticleHow To Get Your Financial House In Order Before Buying a Home
There is definitely a great deal to discuss on the current housing market. Despite the volatility and higher interest rates, many of you are still in the market to purchase a new home. Whether you’re a...
View ArticleYour September Financial Checklist
As we head into fall and summer vanishes, we want to discuss financial planning topics you should focus on over the next few months. Here’s a September Financial Checklist to help you manage and plan...
View ArticleIt’s Time to Re-Visit Your Protection
As we are now approaching the back half of the year, we’ve been working on mid-year reviews with lots of clients and families to benchmark and tweak their financial plans. While many are getting their...
View ArticleEp. 202 Launch Financial- Rollercoaster Start To September on Wall Street
Overview: Tune into this week’s episode of Launch Financial as we discuss a rocky week on Wall Street, as well as caution from banking institutions on the state of the economy, as we await key...
View ArticleAutomating Your Finances to Boost Savings
Building and maintaining a solid savings habit can be challenging, especially when life gets busy. Thankfully, automating your finances is one of the easiest ways to consistently grow your savings...
View ArticleEp. 203 Launch Financial- Federal Reserve To Cut Interest Rates For First...
Overview: Tune into this week’s episode of Launch Financial as we discuss a big week ahead, with the Federal Reserve set to cut interest rates at their FOMC meeting tomorrow, for the first time since...
View ArticleGet Ready For Some Fall Tax Planning
As the fall season is well underway, there’s one important task that should be on your radar: tax planning. While thoughts of fall pumpkin spice lattes and sweaters are tempting, it’s also a prime time...
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