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Kaizen Capsules

Monthly Economic Update, August 2022

Submitted by Kaizen Financial Advisors, LLC on August 5th, 2022

 

This Month’s Recap

  • Stocks surge on receding inflation and recession worries
  • Better-than-expected second-quarter earnings
  • Overseas markets rallied following the lead of the U.S. markets

U.S. Markets

Tags:
  • Investments
  • Market Analysis
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WA Cares LTC Update

Submitted by Kaizen Financial Advisors, LLC on July 22nd, 2022

 

Tags:
  • Insurance
  • Retirement Planning
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Q2 2022 Economic Recap

Submitted by Kaizen Financial Advisors, LLC on July 14th, 2022

 

Q2 RECAP:

· Stocks and bonds were rattled by rising interest rates as the Fed took aggressive monetary tightening steps to combat accelerating inflation

· Higher rates and continuing supply chain bottlenecks sparked recession fears

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Monthly Economic Update, June 2022

Submitted by Kaizen Financial Advisors, LLC on June 10th, 2022

 

This Month’s Recap

Tags:
  • Investments
  • Market Analysis
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Monthly Economic Update, May 2022

Submitted by Kaizen Financial Advisors, LLC on May 13th, 2022

 

This Month’s Recap

Tags:
  • Investments
  • Market Analysis
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I Bonds Explained

Submitted by Kaizen Financial Advisors, LLC on April 22nd, 2022

 

You might be hearing a lot about I Bonds in the news. So, what are these I (for inflation) Bonds really about? I Bonds are designed to protect the value of your money from inflation and are 100% backed by the U.S. federal government.

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Q1 2022 Economic Recap

Submitted by Kaizen Financial Advisors, LLC on April 15th, 2022

 

 Q1 RECAP:

Tags:
  • Investments
  • Market Analysis
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Retirement In Sight, March 2022

Submitted by Kaizen Financial Advisors, LLC on March 25th, 2022

 

 

A STRATEGY FOR MONETARY GIFTS FOR FAMILY

Have you ever thought about giving financial gifts to your kids or grandkids? Many affluent retirees and pre-retirees do this, often with an eye toward furthering family wealth.

Tags:
  • Estate Planning
  • Retirement Planning
  • Tax Planning
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Monthly Economic Update, March 2022

Submitted by Kaizen Financial Advisors, LLC on March 11th, 2022

 

This Month’s Recap

Tags:
  • Investments
  • Market Analysis
  • Read more

Monthly Economic Update, February 2022

Submitted by Kaizen Financial Advisors, LLC on February 18th, 2022

 

This Month’s Recap

Tags:
  • Investments
  • Market Analysis
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Archived Blog

  • August 2022 (1)
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  • May 2022 (1)
  • April 2022 (2)
  • March 2022 (2)
  • February 2022 (2)
  • January 2022 (2)
  • December 2021 (1)
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Categories

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  • Financial Tips (32)
  • Insurance (3)
  • Investments (11)
  • Market Analysis (24)
  • Medicare (1)
  • Retirement Planning (12)
  • Social Security (1)
  • Tax Planning (9)

Contact Us

Why hire us now? Three simple reasons:

1. It’s always the right time to start making better financial decisions.

2. We help you plug holes in your financial buckets that you may not even know about.

3. We’ll help you have peace of mind, knowing your money is being invested wisely.

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Email: liz@kaizenfa.com

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