Knowledge is Power

Resources

Welcome to the Resource Center!

We’ve put together a library of information on important financial topics that we believe you’ll find helpful. We also encourage you to visit our blog and subscribe to our email list to receive news and information direct to your inbox.

Simply click on any of the general financial topics and you’ll find a selection of easy-to-understand information about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

Market & Economy

Monthly Economic Update: July 2020

Quarterly Economic Update: Q2 2020

BCJ Insights News

Retirement

Retirement Planning: A BCJ Insights Special

Focus On Retirement: A BCJ Insights Special

BCJ Insights Retirement News

With Emotion Removed, How Healthy is the Market?

Written by: Benjamin Bimson CIMA®, CMT® / CIO, BCJ Financial Group Sometimes when things are going well, we can be tempted to join the ever-present guessing game of “what will happen next?” Depending on our personal preference to interpreting events, we can all fall into two categories: “the party is over, or just about to end” category, or the “this time it’s different and things will never be bad again” category. Either way, it’s incredibly difficult to remain fact based when markets have been up so much over the past 12 months. And after coming off the pandemic-induced recession, even… [...]

Is the Fed ahead or behind in its monetary policy regarding inflation? As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8% in April 2021, jumping by a greater-than-expected 4.2% year-over-year.1 With upward trending prices, an important question arises – Is the Federal Reserve ahead or behind in its monetary policy regarding inflation? Federal Reserve Chair Jerome Powell has said it could be a mistake to see inflation as a guest long… [...]

There are compelling reasons to adopt a wait-and-see approach. Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” The most recent reading on consumer prices put inflation back into the conversation. The Consumer Price Index (CPI) rose 0.8% in April 2021 and jumped by a greater-than-expected 4.2% year-over-year.1  April’s increase was led by a 10% increase in used cars, with additional pockets of increases, notably in transportation services and commodities. Core inflation, which excludes the more volatile food and energy prices, was up a… [...]