The Financial Stress Toll (of Late) | Blue Ridge Wealth Planners

Published on June 1st, 2022 In a recent survey by the American Psychological Association, more than 80% of American adults said they were feeling increased financial stress due to:   Higher inflation (87%) Ongoing supply chain issues caused by the pandemic (81%) Global uncertainty due to the war in Ukraine (81%)   Furthermore, hardships related…

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The War on Oil Prices | Blue Ridge Wealth Planners

Published on May 18th, 2021 As with any major global conflict, we learn things. The pandemic taught the U.S. the importance of reshoring manufacturing jobs, so we aren’t beholden to other nations, like China, for many of our consumer goods, from medicines to electronics.1   One of the key lessons emerging from the Russia-Ukraine conflict…

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What’s Up With Real Estate? | Blue Ridge Wealth Planners

Published on April 27th, 2021 The U.S. housing market is still suffering from low inventory: too few houses available for the numbers of home-seeking buyers. Naturally, the capitalist principals of supply and demand kick in, meaning that prices inevitably rise when there are too few products available to purchase.   The problem may have become…

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What We Worry About | Blue Ridge Wealth Planners

Published on April 13th, 2021 A recent survey found that about 50% of couples do not agree on how much money they should have saved by retirement.¹ However, new research shows that couples who engage in financial planning together tend to be happier and more successful during retirement. Interestingly, couples that score highly on cognitive…

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An Update on Municipal Bonds | Blue Ridge Wealth Planners

Published on April 6th, 2021 Municipal bonds are popular among retirees and near-retirees as they seek to reduce market risk and position assets for a lower tax bill. One way to diversify across this sector is to invest in municipal bond mutual and exchange-traded funds. In 2021 alone, that’s where investors placed a record-high $96.8…

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