Avery Financial Services

11/06/2023

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08/08/2023

August may be a hot and busy month for economic news, with investors closely monitoring Fed Chair Powell’s monetary policy remarks in the upcoming Economic Policy Symposium in Jackson Hole. In the meantime, here are the latest labor market stats, inflation data, international market performance, sector trends, and more.

Stocks added to their strong year-to-date gains in July as investors cheered decelerating inflation, better-than-expected corporate earnings, and healthy economic data.

11/10/2022

It’s a long race women run toward retirement, and the steps you take now will impact tomorrow.

For women, retirement strategy is a long race. It’s helpful to know the route.

11/05/2022

Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled.

The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 percent.1

11/03/2022

As Americans continue to live longer, their retirement plans are becoming more and more unique. Are you ready to be inspired?

When you retire, how will you treat your next chapter?

10/27/2022

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

10/20/2022

Even low inflation rates can pose a threat to investment
returns.

Even low inflation rates can pose a threat to investment returns.

10/13/2022

What do you need to know when the market experiences volatility?

Pullbacks, corrections, and bear markets are all a part of the investing cycle. When the market experiences volatility, it may be a good time to review these common terms.

10/08/2022

Stocks closed lower in Q3 after a hopeful rally followed by renewed caution thanks to the Fed’s latest moves to fight inflation.

Stocks took investors on a roller coaster ride in the third quarter, with an early summer rally coming to an abrupt end after the Fed pledged to continue fighting inflation.

10/06/2022

Did you know that the SECURE Act changed the rules around inherited IRAs?

Learn about the changes the SECURE Act wrought on inherited IRAs with this concise article.