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Federal Reserve: Time to cut rates? Not so fast

By Ryan M | February 6, 2024

Last week, the Federal Reserve Board of Governors convened for its first meeting of 2024. The topic of conversation was, of course, inflation and how its lingering effects in the…

Why your portfolio might not be (truly) diversified

By Ryan M | January 31, 2024

If there’s such a thing as a universally known term in investing, “diversify your portfolio” might be as close as it gets.  We certainly hear it a lot. Even non-investors…

Family meets with financial advisor

What to discuss every year with a financial advisor

By Ryan M | January 2, 2024

A good financial advisor relationship isn’t just a one-time exchange. Your situation will continually evolve, so it’s important your financial plan receives regular attention from your advisor. Prior to meeting, you…

Is it too soon to feel optimistic?

By Ryan M | December 15, 2023

By Rob Foss Chief Investment Officer EdgeRock Wealth Management The Federal Reserve Board of Governors met this week in Washington DC for the final time in 2023. Afterward Chairman Jerome…

The 2024 EdgeRock Outlook

By Ryan M | December 4, 2023

By Rob Foss Chief Investment Officer EdgeRock Wealth Management Even if we don’t consciously think about it, the end of the year is significant. Not only do we get time…

Looking Ahead: 2024 Tax Updates

By Ryan M | November 15, 2023

Tax laws don’t just change when Congress passes legislature. Every year the Internal Revenue Service updates its rules and regulations in order to stay current with the evolving nature of…

Bear Recession Stock Market Unemployment

Recessions aren’t always bad

By Kyle O'Dell | November 7, 2023

By Kyle O’Dell Founder + CEO In the face of an impending recession, the mood tends to be grim. Images of plummeting stock prices, surging unemployment rates, and shuttered businesses…

New EdgeRock Client Portal

By Ryan M | July 31, 2023

The day has finally come! We’re very excited to announce a brand new way for clients to view all of their financial accounts in one, easy-to-navigate dashboard. In the beginning,…

Debt ceiling

May 26: Kyle Talks About The Debt Ceiling

By Nikirana | May 26, 2023

What is the Debt Ceiling? The debt ceiling is the legal limit on the total amount of federal debt the government can accrue. The limit applies to the roughly $24.6…

May 19: Masterclass Topic Revealed, Raffle Winners, Fidelity Move

By Nikirana | May 19, 2023

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