Patel Financial Planning

10/31/2024

🪔✨ Happy Diwali! ✨🪔

May your life be as colorful and shimmering as the lights of Diwali. Here's to new beginnings, joyful moments, and cherished memories. Celebrate with love and happiness!

10/29/2024

Chief Investment Officer Brent Schutte explains how an uneven economy and the unpredictable impact of rate cuts could be a headwind for the economy going forward.

An uneven economy and uncertainty about how rate cuts will play out may complicate the Fed’s efforts to keep the economy growing. Read more.

10/22/2024

Chief Investment Officer Brent Schutte explains how consumer spending offers another example of an unbalanced economy that may not be as resilient as it seems.

Retail sales numbers point to strong consumer demand, but do the headline numbers tell the full story? Read more.

10/21/2024

It’s a great benefit if it’s available to you. But it’s probably not as much life insurance as you need. Please reach out if you’d like to learn more.

Many employers offer group life insurance as an employee benefit, but other life insurance options may provide better coverage than group life insurance.

10/16/2024

The markets had a strong third quarter despite some economic bumps along the way. Here’s a timely analysis from our chief investment officer about what issues need to be resolved and what it means for investors.

In Northwestern Mutual’s Quarterly Market Commentary, we look at what happened below the surface of a strong quarter for equities and what may come next.

10/16/2024

Reach out if you have any questions about how to level up your finances.

Even if you’re feeling good about your finances, there is always room for improvement. Checking out these steps today can help ensure you have a better plan for tomorrow.

10/15/2024

Markets continue to rise, as many investors view a soft landing as a certainty. Chief Investment Officer Brent Schutte shares his view of why challenges remain.

Many investors view a soft landing as a near certainty, but inflation data and the bond market point to lingering challenges.

10/09/2024

Incorporating protections for your digital privacy should be an integral part of your financial planning.

Think about protecting your digital security the same as you would about looking both ways before crossing the street or locking your house before you go out.

10/08/2024

Strong jobs numbers last week gave investors something to cheer about. Chief Investment Officer Brent Schutte discusses how the reported surge in new hires might affect the Fed’s thinking on future rate cuts.

Last week’s strong jobs report was a welcome surprise. But did it muddy the picture for the Fed as it considers the path forward for rates?

10/02/2024

Get all you’re worth from that new job offer with these salary negotiating tips.

Before you accept that new job offer, brush up on how to negotiate your salary to make sure you’re not leaving money on the table.

10/01/2024

Recent easing inflation data gave a boost to the soft-landing narrative. But will the Fed be able to stem the tide of a slowing job market? Chief Investment Officer Brent Schutte offers his take.

Recent easing inflation data gave a boost to the soft-landing narrative. But will the Fed be able to stem the tide of a slowing job market?