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 …
Market Commentary: 4th Quarter 2022
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 …
Webinar: Planning for Higher Interest Rates
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: …
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Webinar: Life, Love, and Legacy
Zoom Workshop Video with Peter W. Johnson: Life, Love & Legacy: What thriving families do differently Dads are most ordinary men turned by love into heroes, adventurers, storytellers, and singers of song." Pam Brown We're all ancestors in training." Keith Britany The importance of connection cannot be overstated, especially in …