Do Men and Women Have The Same Financial Biases?
In the world of finance, behavioral biases play a significant role in shaping how individuals make decisions about their money. These biases can manifest differently between men and women, influencing...
View ArticleYear-End Tax Planning: Maximize Savings and Minimize Surprises
As the year draws to a close, many of us are juggling holiday plans, year-end tasks, and financial check-ins. Amid the bustle, tax planning might not be top of mind—but it should be. Taking a...
View ArticleEp. 211 Launch Financial- Uncertainty Rises on Future Rate Cuts
Overview: Tune into this week’s episode of Launch Financial as we unpack a sharp fall in the market following last week’s inflation data coming in slightly higher on an annualized rate. The percentage...
View ArticleEp. 213 Launch Financial- Giving Tuesday & November Market Recap
Overview: Tune into this week’s episode of Launch Financial as we recap a strong month of November in the markets, following the results of the Presidential Election and a slew of economic data. All...
View ArticleYour December Financial Planning Checklist
As the year draws to a close, December is the perfect time to tie up loose financial ends and set the stage for a prosperous new year. Let’s go over our comprehensive guide and checklist to ensure you...
View ArticleEp. 214 Launch Financial- Fed Awaits Key Inflation Data Ahead of Interest...
Overview: Tune into this week’s episode of Launch Financial as we discuss the markets coming off of record highs, as we await key inflation reports that will play a vital role in the Fed’s interest...
View ArticleWhy To Think About Donor Advised Funds This Time Of Year
As we conduct our fall financial clean up and individuals are revisiting their cash flows and budgets, some may be considering their charitable giving strategies and contribution amounts for the year....
View ArticleEp. 215 Launch Financial- 2024 Year End Review At Sherman Wealth
Overview: Tune into our final episode of Launch Financial in 2024 as we discuss the year and market in review, year-end financial planning items to tackle, and the much anticipated Federal Reserve...
View ArticleYear End Review: Reflect, Strategize, & Achieve
The end of the year is a perfect time to pause, reflect, and prepare. With just a few weeks left in the year, you may want to conduct a year-end review to benchmark your achievements during the year...
View ArticleStart 2025 On The Right Financial Foot
The start of a new year is a natural time to reflect, reset, and realign with your financial goals. Whether you’re aiming to build savings, plan for a major life milestone, or boost retirement...
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Ep.216 Launch Financial-Setting The Tone For A Financially Strong 2025
Overview: Tune into this week’s episode of Launch Financial, the very first episode of 2025, to discuss 2024 in review, the bond and stock markets start to the year, mortgage rates hitting 6 month...
View ArticleJanuary Financial Checklist: Best Ways To Kick Start 2025
In our last blog we discussed the importance and power of setting financial intentions to set the tone for a successful financial year ahead. Today, we want to dive deeper into a few areas you can...
View ArticleEp. 217 Launch Financial- Inflation Reports & Bank Earnings to Start 2025
Overview: Tune into this week’s episode of Launch Financial as we discuss the December PPI report coming in cooler than expected, following three back to back weekly losses in the markets as we gear...
View ArticleIt’s Time to Re-Visit Your Protection
As we are now kicking off 2025, we’ve been working on January financial plans with lots of clients and families to benchmark and tweak their financial plans. While many are getting their finances in...
View ArticleEp. 218 Launch Financial- Corporate Giants Set To Report Earnings in Week Ahead
Overview: Tune into this week’s episode of Launch Financial as we discuss the bond and stock market reaction to last week’s lighter than expected inflation reports and a week ahead with the...
View ArticleMerging Finances: A Guide for the 2025 Bride & Groom
Merging finances with your partner is a significant step in building your life together, and as a 2025 bride or groom, it’s likely on your to-do list alongside wedding planning. Combining finances...
View ArticleEp. 219 Launch Financial- Mega Cap Tech Earnings Lead The Week
Overview: Tune into this week’s episode of Launch Financial as we discuss a huge week of economic data ahead, with mega cap tech earnings, breaking news in the tech AI world, inflation reports, and...
View ArticleEp. 220 Launch Financial- Corporate Earnings Continue Amid Global Trade...
Overview: Tune into this week’s episode of Launch Financial as we continue to discuss a slew of corporate earnings set to report this week following last week’s tech disruption, Fed’s decision to hold...
View ArticleBuilding A Personalized Emergency Fund: No One-Size-Fits-All
We often get asked “How much should I save in my emergency fund?” While there are many schools of thoughts or rules of thumbs that can be found on the internet to answer this question, how much you...
View ArticleEp. 221 Launch Financial-How Estate Planning Applies to All Stages of Life-...
Tune into this week’s episode of Launch Financial as we are joined for a second time by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On our previous episode with Adan, he...
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