James P. Clancy, Vice President, Financial Consultant

05/17/2022

Inflation continues. Is relief on the way? Nationwide’s economists Bryan Jordan and Ben Ayers take a closer look at the CPI report.

Nationwide's economists Bryan Jordan and Ben Ayers take a closer look at the CPI report.

04/25/2022

WealthVision is a tool we use that can generate comprehensive financial planning analytics—calculating cash flow projections, modeling “what-if” scenarios, and generating alerts when adjustments may need to be made. Learn more about WealthVision: https://public.websteronline.com/webster-investments/financial-planning

04/22/2022

Earth Day is a great occasion to learn more about sustainable investing.

Friday, April 22, 2022 Today marks the 52nd Earth Day, with this year's theme "Invest in Our Planet." We took this opportunity to look at some of the risks relating to global climate change. While from the top down governments have been grappling with the commitments needed for climate change soluti...

04/21/2022

Join us virtually as Ryan Detrick, Chief Market Strategist at LPL Research, discusses market insights on the Ukraine and Russia conflict, growing inflation and more for 2022. Register now: https://lnkd.in/gJNizTRN

04/15/2022

Inflation is possibly at the top but the cool down period could be slow.

Tuesday, April 12, 2022 Inflation in March was mostly driven by categories already reverting in April March 2022 inflation metrics soared to highs last seen in December 1981, when the S&P 500 Index was at 123 (versus a little under 4,500 now) and the 10-year Treasury yielded 13.9%.

03/22/2022

Credit card debt can be an all-consuming matter that should be addressed sooner, rather than later in life. This article outlines steps to get started.

Credit card debt can be an all-consuming matter that should be addressed sooner, rather than later, in life. This article outlines steps to get started.

03/07/2022

If you have a financial plan for retirement already, you may want to review it periodically, and at least annually, as you get closer to retirement to make sure it’s on track.

The transition into retirement can be both exciting and daunting, but how you'll manage your finances is probably a big part of any stress you might be feeling. Will you be able to afford to do the things you want once you retire? Will your money last as long as you live?

02/14/2022

February is American Heart Month. Read about the inspiration behind American Heart Month—and what you can do

Help raise awareness of heart health to stop America's No. 1 killer.

02/04/2022

These six apps provide practical advice, assist with budgeting, and help reduce your overall financial stress.

Surprises are usually pretty delightful. Presents! Parties! But it's never enjoyable to receive a surprise message from your bank saying that your account is overdrawn. Certain financial situations are out of your control, but careful money management can help you make the most of your resources.

01/19/2022

Have we reached the peak in new COVID-19 cases in the United States linked to the Omicron variant, and how is its rapid spread affecting U.S. consumer behavior? LPL looks to high-frequency data for early clues and see that Omicron appears to be moderating behavior in a similar way that Delta did in the fall of 2021.

Wednesday, January 19, 2022 Have we reached the peak in new COVID-19 cases in the United States linked to the Omicron variant, and how is its rapid spread affecting U.S. consumer behavior? We look to high-frequency data for early clues and see that Omicron appears to be moderating behavior in a simi...

01/07/2022

What Could Core Bond Investors Expect in 2022?

Tuesday, January 4, 2022 Fixed income investors aren't used to negative total returns for core fixed income (as measured by the Bloomberg U.S. Aggregate Bond Index) but that is exactly what happened in 2021. Last year, rising interest rates were a headwind to bond prices that more than offset the po...

12/24/2021

Happy Holidays!

2021