GCM Blog

Scott Nasca Scott Nasca

Experience Matters

2022 has been quite an interesting ride for investors and professionals. The rise in inflation and interest rates has been quick and breathtaking in its move, while stock, bond and currency markets are still trying to recalibrate what their true valuations should be. The evolution of trading vehicles whether it be ETFs or options only magnifies the volatility.

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Kasey Wopperer Kasey Wopperer

I-Bonds

Inflation is real and it may be here for a while. If you have cash in the bank while inflation is high, you might be losing purchasing power. Kasey Wopperer is here to give you the details on a government-backed option for those of you looking to protect your hard-earned cash against inflation.

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John Howe-Wemett, CFP®, M.S. John Howe-Wemett, CFP®, M.S.

Rolling Over Your Abandoned Retirement Plan

What will you do with the money in that old 401(k) or 403(b) plan? In terms of options that won’t trigger a tax liability, you can leave it where it is, roll it into your new employer’s plan, or roll it into an IRA. There are a couple of considerations to make when trying to decide which of these options makes the most sense.

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Kasey Wopperer Kasey Wopperer

Mid Quarter Update

We wanted to reach out to give a quick update as 2022 is full of uncertainty and January certainly made an entrance. Markets had been taking mounting risks and headwinds in stride, but January was the tipping point. The surge of the Omicron variant rattled markets, followed by a 7% inflation reading, rising geopolitical tensions in Ukraine, a Fed meeting which sparked a rate hike tantrum, and the beginning of an earnings season where markets were priced for perfection and many growth names had very lofty expectations.

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John's Top Tips John Howe-Wemett, CFP®, M.S. John's Top Tips John Howe-Wemett, CFP®, M.S.

Leasing a Car

Leasing a car can be a great idea in certain scenarios. It's a very confusing process, though, and dealers are happy to take advantage of you not understanding how it works. Let's empower you with some facts about car leasing to make sure you get the best deal possible.

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John Howe-Wemett, CFP®, M.S. John Howe-Wemett, CFP®, M.S.

Buying a House on a Shoestring Budget

If homeownership is a goal of yours, lower interest rates make now a very opportune time to make some moves. If you can remove the down payment and closing cost barrier, what else is stopping you? Here are a few tips to help you if you don’t have much cash sitting in the bank, but buying a house is on your radar.

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John Howe-Wemett, CFP®, M.S. John Howe-Wemett, CFP®, M.S.

Financial Checkup for a Healthy Year

Here are a few things to do for your first financial checkup to make sure that you’re on the path to success in 2022.

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John Howe-Wemett, CFP®, M.S. John Howe-Wemett, CFP®, M.S.

Difficult Financial Conversations at the Holidays

Almost all of us have had a dinner conversation turn more heated than an oven on Thanksgiving Day. The most-commonly reported topic of these discussions is politics. But have you ever had a heated conversation with your parents or other relatives about finances at the holiday dinner table?

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John Howe-Wemett, CFP®, M.S. John Howe-Wemett, CFP®, M.S.

Quick Tips for Year-End Planning (2021)

December 31 is an incredibly important date for anyone who utilizes their retirement accounts as their primary source of income (e.g. retirees). If this is you, there are a few things that you want to be sure are taken care of before we close the books on 2021.

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