PWJohnson Wealth and Legacy, LLC
Building Wealth, Expanding Lives
The PWJohnson blog presents a wide variety of financial and investment topics.
We’ve all heard that we should get our estate plans done and keep them updated. And we’ve all heard the reasons: “protect your loved ones”; “if you don’t decide who gets your stuff then the courts will”; “reduce potential family conflicts”; “if you’ve had a change in family status”; “to save your loved ones taxes and probate fees.” All true, but if …
Continue Reading about Six Unconventional Reasons to Update Your Estate Plan Now
The Value of an Advisor. As you consider a relationship with a financial advisor, you might find these excellent linked third-party articles from Vanguard and Morningstar — which attempt to put a value on the ongoing value of such a relationship — helpful. As one would expect, the value of an advisor differs with each client relationship, but this …
Surging Inflation and Interest Rates Pressured Both Stocks and Bonds in 2022 by Peter W. Johnson Easing inflation pressures and a resolution of the fiscal turmoil in the United Kingdom fueled a strong rally in stocks and bonds early in the fourth quarter, but hawkish Fed guidance, disappointing economic data, and rising global bond yields …
Zoom Workshop Video: Planning for Higher Interest Rates: September 8, 2022 with Peter W. Johnson (Principal, PWJohnson) and Dave Warter (Mortgage Broker, Provident Lending Group) Learn what higher interest rates mean for the economy, stocks, bonds, and real estate; answering questions: …
Continue Reading about Webinar: Planning for Higher Interest Rates
