The Best of South Sound Voting is Open!

By Ali Kemp
on November 4, 2022
in Community

It’s that time of year again to vote for The Best of South Sound! Financial Insights Wealth Management won the award for Best Small Business in 2015 and 2021. Ali Criss-Kemp, CEO and President won the award for Best Financial Advisor in 2014, 2015, 2018, 2019, 2020, 2021 and 2022! We are graciously asking for […]

Market Month: October 2022

By Ali Kemp
on November 1, 2022
in Market Update

The Markets (as of market close October 31, 2022) October saw stocks close higher, the first monthly gain since July. Investors were encouraged by hopes that the Federal Reserve will pull back from its aggressive interest-rate hike policy. In addition, solid third-quarter earnings could be a sign that the economy can withstand the battle to […]

When Will Things Change?

By Ali Kemp
on October 27, 2022
in Market Update

MARKETS & INVESTING October 24, 2022 It is difficult to convince yourself that if things are going a certain way they will not continue down the same path indefinitely. While deep down we know this isn’t the case, it is sometimes hard for the rational part of our brain to convince the irrational, trend following […]

Wisdom With Women 2022 Educational Series: Social Security & Medicare 101

If you missed our most recent Wisdom with Women on October 19th, featuring Dorothy A. Lewis MA, CFP®, Mai-Lee Coddington and Danielle Hayden discussing Social Security and Medicare you can watch the video below. We have attached a link for The Baby Boomer’s Guide to Social Security handout. The Baby Boomer’s Guide to Social Security […]

Make Your Final Tax Saving Moves Before Dec 31

By Ali Kemp
on October 14, 2022
in Tax Planning

Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that could impact your typical year-end planning. Mind your RMDs Be thoughtful about required minimum […]

Quarterly Market Review: Third Quarter

By Ali Kemp
on October 3, 2022
in Market Update

July-September 2022 The ramifications of stamping down rising inflation dominated the markets in the third quarter. Investors weighed the balance between an aggressive government policy aimed at curbing price pressures against the possibility of those very policies leading to an economic recession. That dichotomy was not lost on Federal Reserve officials, who stoically made clear […]