Alliance Financial Planning

February's market rollercoaster left many wondering what's next. Despite positive fundamentals, lingering risks create an uncertain outlook. Check out the latest Market Thoughts video from Commonwealth CIO Brad McMillan for insights on what lies ahead: https://bit.ly/4hcRc4D #marketupdates

As a woman owned business we celebrate women every day! Happy International Women's Day! #empoweredwomenempowerwomen #internationalwomensday

?? History often offers valuable lessons for today's economic challenges. The Smoot-Hawley Tariff of 1930 shaped economic policy for generations: Then vs. Now: ??? 1930: Tariffs on 25% of U.S. imports ?? 2025: New global trade tensions emerge ?? 1930: 35 nations protested U.S. policy ?? 2025: Multiple trade partners signal retaliation ?? 1930: Global trade collapsed ?? 2025: Economists project 0.4% GDP impact Key takeaway: As one economist notes, "The global economy is like an intricately choreographed dance. Tariffs are just throwing a wrench in that dance." Want to discuss how global trade developments might affect your financial strategy? Let's connect. #GlobalTrade #Economics #MarketInsights Source: https://lnkd.in/dYrgEB5D

Treasury yields are sending signals about inflation expectations: The latest movement shows some notable shifts. The 10-year Treasury yield climbed above 4.6%, and key factors driving the change: - January's inflation came in higher than expected - Core prices (excluding food and energy) rose 0.4% - Federal Reserve maintains a cautious stance As Fed Chair Powell noted, the central bank is carefully balancing between moving too fast or too slow with policy adjustments, highlighting the complexity of today's economic environment. #Markets #Economy #Bonds

Is your retirement fund prepared for the shift from growth to protection? Many are surprised by the risk levels in their 401(k) as they near retirement, needing a strategy to safeguard their savings and ensure income. Learn how to adjust your investments: https://bit.ly/4bhtjaD #retirementplanning

If you’re stressed about taxes, you're not alone—a shocking 1 in 4 Gen Zers say they'll need therapy to handle tax season this year. The key to making it easier? Stay ahead of deadlines, organize documents, and explore filing options. Learn how to prepare: https://bit.ly/4gNF7m3 #taxseason

While January saw the market rally, investors face uncertainty and potential market volatility due to tariff and government efficiency initiatives. Watch the latest Market Thoughts video from Commonwealth CIO, Brad McMillan: https://bit.ly/42HV6yM #marketupdates

Black Americans have overcome systemic barriers to achieve financial success and build legacies. From Maggie Lena Walker, the first Black woman to establish a bank, to Robert L. Johnson, the first Black billionaire, here’s how these leaders made history: https://bit.ly/4h5uNXG #blackhistorymonth

News that a Chinese artificial intelligence (AI) firm appears to have developed a competitive AI model that performs as well as its Western counterparts at a fraction of the cost put pressure on AI stocks. But is this truly a “black swan” event or just another development in the fast-moving world of AI?

Groundhog Day is all about predictions, but when it comes to your finances, there’s no need to leave things to chance! Regular check-ups with your financial advisor help ensure your goals are on track, especially as life circumstances change. If it’s been a while since your last review or you’re unsure where to start, give our office a call today. We’re here to help guide you toward a secure financial future.