by Martin Murray | Nov 6, 2024 | Client Service
Thanks to Greg Beck over at FocalPoint Advisory Services for spending some time with our CEO Joe Lind to learn more about how and why we built Dinergy Wealth Management; how Joe finds that all important “me time” during the day; and why our focus on...
by Joe Lind | Nov 5, 2024 | Financial Preparedness, Investing, Nearing Retirement, Retirement, Uncategorized
Elections, regardless of the outcome, often lead to heightened uncertainty in both the political and economic landscapes. This uncertainty can introduce fluctuations in markets, shifts in policies, and potential changes to the broader economic environment. For...
by Martin Murray | Jun 17, 2024 | Uncategorized
TL;DR A 50-year deal with Saudi that has provided support for the dollar and reduced US interest rates is over. Saudi’s withdrawal last week from the deal that required global oil transactions to be completed in US dollars will likely increase interest rates in US as...
by Martin Murray | Sep 11, 2023 | Uncategorized
Where were you 22 years ago when you learned of the “small fire in a rooftop air conditioner compressor on the North Tower of the World Trade Center”? Who were you with when reports started flowing in minutes later that it was in fact a terrible accident...
by Martin Murray | Aug 10, 2023 | Uncategorized
Exec Summary The United States’ Credit Rating was downgraded recently. This should not have a direct impact on the average consumer and investor…today…but it could be a signal that both stock and bond markets may become more volatile as some large market...
by Martin Murray | May 20, 2023 | Uncategorized
A vacation is a wonderful way to unwind, explore new environments, and make memorable experiences. However, one key factor that can greatly influence the quality of your trip is money. Careful planning around finances can help you avoid unnecessary stress and ensure a...
by Martin Murray | May 18, 2023 | Uncategorized
How it started. The United States national debt—a topic of considerable economic and political debate—is as old as the nation itself. In fact, the origins of the national debt can be traced back to one of the country’s founding fathers, Alexander Hamilton (the...
by Martin Murray | May 8, 2023 | Uncategorized
As an investor, you’ll often encounter the terms “fiduciary” and “suitability” when discussing your financial options with advisors and investment brokers. It’s crucial to understand the differences between these two standards, as...
by Martin Murray | May 1, 2023 | Nearing Retirement
As you approach retirement age, financial planning becomes increasingly important. While everyone dreams of a comfortable and stress-free retirement, it is not a given, and requires careful planning and preparation. With that in mind, let’s explore some of the...
by Martin Murray | Mar 1, 2023 | Investing
I started out the day with a great plan – pull together a post about how the right annuity, designed with your specific needs in mind, can play an important role in protecting some portion of your irreplaceable wealth. Instead, I pulled a Sidney J. Harris (a columnist...
