Blog

Presidential Elections and the Stock Market

Kara Murphy, CFA

Tuesday, August 15, 2023

Though still over a year away, next year’s presidential election is already feeding into news stories and advertisements. Like every previous election, the state of the economy and financial markets will be a hot topic of debate...

Please congratulate Jayne for earning her fourth designation - her second designation this year! The CERTIFIED FINANCIAL PLANNER TM is in addition to her ChFC(R), CEP(R) and AIF(R) credentials. Read more on our Team Page.  From...

The Federal Reserve has a dual mandate—manage inflation and maximize employment. But sometimes, those economic goals conflict with each other. As you can see in the accompanying chart, labor shortages in 2022 pressured...

How Can Investors Benefit from AI?

Kara Murphy, CFA

Tuesday, August 1, 2023

With the introduction of ChatGPT and other tools that harness artificial intelligence, a new technological revolution has begun, like it or not. But it’s helpful to remember that, as much as the advent of AI is revolutionary,...

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Is Fed Chair Powell preparing to change his mind?In late June, he said, “A strong majority of (Fed) committee participants expect that it will be appropriate to raise interest rates two or more times by the end of the year....

Ever considered writing your own will? While you can draft a will on your own, there are plenty of reasons why you may not want to go that route. Most people do it to save money, but they may overlook or forget to take care of some...

Sometimes, a picture is worth 1,000 words. So I decided to include an image of the June Consumer Price Index (CPI) report to help put inflation in better perspective: Core CPI, which excludes volatile food and energy prices, rose just...

Now that summer is in full swing, it's the perfect time to take a trip. But sometimes, even your best-laid plans go a little off-kilter. Here are a few of the most common travel issues and how to make sure that no matter what happens,...

The U.S. Department of Education has officially announced that student loan payments will resume in October, ending the three-year-long pause that was implemented due to the pandemic.Starting September 1, interest will begin accruing...

Jerome Powell skipped an interest rate hike at the Fed’s June meeting, but the market isn’t buying what the Fed Chair is selling about what’s next with short-term rates.Powell signaled that two more rate increases may...

Like some of my clients, you may have seen the latest regarding Aretha Franklin's estate. The Queen of Soul passed in 2018, and years later, her loved ones are still caught in legal trials thanks to the existence of multiple wills. As...

I wanted to take a moment to update you on the potential changes to Social Security benefits for 2024. As I'm sure you know, the Social Security Administration calculates annual cost-of-living adjustments (COLA) based on the Consumer...

Fundamentals of Investing: How to Survive and Thrive During Financial Bubbles The German philosopher Hegel once said, “The only thing that we learn from history is that we learn nothing from history.” Today, by...

June is Pride Month, a time to celebrate. Pride serves as a reminder of our progress in fostering a society that embraces people of all orientations, identities, and expressions. It is a time for us to honor the contributions,...

May/June Newsletter

Jayne W. Di Vincenzo, AIF®, CEP®, ChFC®

Thursday, June 1, 2023

Spring Newsletter, Market Insights 2023

Keep an Eye Out for us in the Savannah Magazine!

Jayne W. Di Vincenzo, AIF®, CEP®, ChFC®

Thursday, June 1, 2023

Fiduciary EDGE Advisors appearance in Savannah Magazine

Fundamentals of Investing: More Access Doesn’t Always Equal More ReturnsMay 23, 2023Jonah Plummer and Ryan ChangDespite access to investment platforms and educational resources being easier than ever, many investors are finding...

Markets in a MinuteWhat the Tortoise and the Hare Can Teach Us About InvestingApril 11, 2023Kara Murphy, CFAAlthough the allure of making money overnight is incredibly hard to resist, in the long run, slow and steady wins the...

Markets in a Minute: Is the Banking System at Risk?March 13, 2023Kara Murphy, CFAOn March 10, the Federal Deposit Insurance Corporate (FDIC) officially took over Silicon Valley Bank in order to protect depositors, marking a remarkably...

For the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...

20 Reasons to Consolidate Your Old 401(k) Plans and IRAs

Jayne W. Di Vincenzo, AIF®, CEP® ChFC®

Thursday, March 9, 2023

20 Reasons You May Want to Consolidate Your Old 401(k) Plans and IRAsBy Jayne W. Di Vincenzo AIF®, CEP®, ChFC®Fiduciary EDGE Advisors, LLC. We help new clients clean up messes that result from having retirement...

Markets with Murphy 1.31.23

Jayne W. Di Vincenzo, AIF®, CEP®

Thursday, February 2, 2023

Markets with Murphy 1.31

February Newsletter

Jayne W. Di Vincenzo, AIF®, CEP®

Wednesday, February 1, 2023

Click the link to read about February at Fiduciary EDGE Advisors. Topics: Market Insights, Tax Tips & Docs, Events, SEP or SIMPLE IRA, ChFCFebruary Newsletter Fiduciary EDGE AdvisorsACR: 5438191

Turbulence Ahead: Market Review and Outlook Kara Murphy2022 marked one of the most dreadful years for investors in recent memory. Yearly returns for stocks and bonds clocked in at -19% and -13%, respectively, marking the first...

How Financial Advice has added 3% to investor returns

Holiday Newsletter 2023

Jayne W. Di Vincenzo, AIF®, CEP®, ChFC®

Saturday, December 31, 2022

How Hidden Biases May Be Impacting Your Investment Decisions - Jayne Di VincenzoThis has been one of those years where we can suffer from a bias – where emotions control decision-making. Biases can hurt our long-term investment...

The Santa Claus RallyDecember 13, 2022Kara Murphy, CFAWe all know that Santa Claus is real, but what about the Santa Claus Rally?Read more about this mysterious phenomenon and our odds of seeing one this year in this week's Markets in...

Best Rooftop Bars in Savannah, GA

Jayne W. Di Vincenzo, AIF®, CEP®

Monday, December 5, 2022

Life in Surprising Savannah We have been amazed by how many options there are in this smallish town for entertainment, relaxation, food, history, hiking and more.  In that vein we are creating a few fun lists for our friends near...

Free Copy of Fiduciary EDGE Advisors' 2023 Key Chart of All Things Financial

Jayne W. Di Vincenzo, AIF®, CEP®

Thursday, December 1, 2022

Request Your free copy of our 2023 Chart of Tax Breaks & Brackets in hard copy or PDF Packed with important tax information on income tax brackets, a range of deductions, contribution limits for retirement accounts and more-...

What to do on Your Trip to Savannah

Jayne W. Di Vincenzo, AIF®, CEP®

Monday, November 21, 2022

Read straight from Jayne's journal on her insider tips for visiting and making the most out of Savannah, GA. What to do on your visit to Savannah.

Ahead of the Midterms 2022

Jayne W. Di Vincenzo, AIF®, CEP®

Saturday, November 5, 2022

The midterm elections are underway. In many states, ballots have been delivered and, in several cases, already returned by Americans exercising one of the most sacred of their Constitutional rights.Election Day is always the Tuesday...

Quarterly Review & OutlookOctober 18, 2022Kara Murphy, CFA In the third quarter of 2022, the S&P 500's bear market reached ten months old, the Fed continued to tighten monetary policy as inflation accelerated, and recession...

What to do When a Family Member Dies

Jayne W. Di Vincenzo, AIF®, CEP®

Thursday, October 6, 2022

By Jayne W. Di Vincenzo AIF ®, CEP ®, CEO, Wealth Advisor, Fiduciary EDGE Advisors, LLCwww.FiduciaryEDGEAdv.com (888) 605-3343 (EDGE) When a loved one dies, it's always a difficult time. If you're being counted on to tie...

Mid-Year Review & OutlookJuly 19, 2022Kara Murphy, CFASo far, 2022 has brought surges in inflation fueled by war in Europe, monetary tightening and slower economic growth. As we pass midyear, many of us may be more than a little ready...

Are you looking for ways to save money? Maybe you have decided that you will eat out less, and that’s great. But, how are you going to make sure that your at-home cooking is really saving you the money you are hoping for? Meal...

Between the stories we see on the internet, the countless memes, and the growing library of buzzwords, it's hard to research today's economy without running into some references to cryptocurrency. According to the FTC, cryptocurrency...

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. Increasingly, Americans are incorporating this government-sponsored program into their future health care...

Living trusts are created with a clearly defined objective: to avoid probate. Misconceptions about living trusts have spread to the point where people think trusts can accomplish much more than they are designed to. But if you are...

With summer quickly approaching, you could be asking yourself which expenses are worth the investment when planning ahead for your vacations. Especially when it comes to travel insurance, you want to make sure you’re not...

Downshifting: Growth to Slow yet Remain Positive in 2022January 24, 2022Kara Murphy, CFA“Life doesn’t get easier or more forgiving, we get stronger and more resilient.” — Steve Maraboli, Life, the Truth and...