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Welcome to the EDM Financial Advisors Blog, your go-to resource for insightful financial advice and guidance tailored to busy professionals.

At EDM Financial Advisors, we believe finances extend beyond mere numbers—they touch the heart. Our blog is designed to provide you with the education, inspiration, and leadership you need to make impactful financial decisions that align with your values. From practical tips to in-depth analyses, we cover a wide range of topics to empower you on your financial journey.

Explore our blog for expert insights that will help you build confidence, create good financial habits, and achieve financial peace and wellness. Whether you're looking to delegate your financial planning to a trusted advisor or seeking strategies to enhance your financial literacy, EDM Financial Advisors is here to support you.


Monday, March 2, 2026

We are pleased to share our latest market commentary, which offers our perspective on a geopolitical event currently impacting the global economy and financial markets.Conflict in the Middle EastThere is still much to unfold with the...

Monday, March 2, 2026

Is the “lock in” breaking, or are homeowners going to double down on their low-cost mortgages?The most recent stats show that 20 percent of home borrowers now have mortgages with an interest rate over 6 percent, indicating they have...

Thursday, January 15, 2026

When you see the word “forecast,” it should be closely followed by, “Forecasts are based on assumptions and are subject to revisions over time. Financial, economic, political, and regulatory issues may cause the actual results to differ...

Monday, August 4, 2025

From Post “Liberation Day” Crash to Record Highs

Wednesday, March 12, 2025

We are pleased to share our latest market commentary, which offers our perspective on a key theme currently impacting the economy and financial markets.

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Monday, February 17, 2025

Ever wonder when it's best to talk to a financial advisor? Discover why starting your financial planning early—whether before retirement or after major life changes—might be the key to a more secure future.

Wednesday, February 5, 2025

Less clutter. Less stress. Less financial strain. Discover 8 powerful ways simplifying your life can bring more freedom, peace, and stability. See how owning less, spending less, and doing less can create a life that feels richer.

Wednesday, January 8, 2025

Unlock the secrets to effective retirement planning by understanding why retirement and Social Security are distinct decisions. Explore flexible options for early retirement, delayed claims, or working while receiving benefits. T

Wednesday, October 30, 2024

Despite some turbulence, U.S. equity markets extended their strong gains during Q3 and finished the quarter near record highs. There was also a notable broadening in equity markets during Q3, which was a welcome development for investors...

Monday, September 16, 2024

Retirement planning has shifted from employer-funded pensions to employee-managed 401(k)s, placing more risk on individuals. A trusted advisor can help navigate these complexities, ensuring your family's financial future is secure.

Thursday, September 12, 2024

If the Fed decides to cut short-term interest rates, it would be the first adjustment to be lower in more than four years.

Thursday, September 5, 2024

Get professional 401(k) management to maximize growth and align it with your overall financial strategy. We actively manage your 401(k) for better performance and long-term peace of mind. Learn how to optimize your retirement planning.

Thursday, August 1, 2024

The Social Security Administration now uses Login.gov for secure access. This enhances security and simplifies access to government services. Set up your account today to prepare for future needs and streamline interactions.

Wednesday, June 5, 2024

Discover how to redefine retirement beyond finances. Embrace a purposeful life filled with joy, service, and fulfillment. Transition from career to meaningful engagement. Read more on crafting a retirement that enriches your golden years. V

Wednesday, May 8, 2024

In the spectacle of anticipation that is the NFL Draft, one glaring truth emerges as time passes and each draft class becomes the stars of yesterday: even the most seasoned experts can't foresee the future accurately.

Thursday, May 2, 2024

Have you ever noticed how similar ingredients can yield vastly different outcomes?

Wednesday, April 17, 2024

Discover the nuanced approach to investing in presidential election years. Focus on personalized strategies tailored to your goals, not market speculation. #Investing #ElectionYears

Tuesday, March 26, 2024

Stock prices are off to a solid start in 2024. But that shouldn’t have you rethinking your strategy...

Wednesday, January 31, 2024

Being careful with your personal data means more than just shredding your documents. Share these reminders with friends and family and help protect against identity theft.

Friday, January 5, 2024

Learn how to manage your cashflow like a pro with these tips on choosing the best app for your needs. Find out how to connect your data, plan your spending, and achieve your goals with ease.

Wednesday, December 27, 2023

What happened to “higher for longer?"

Thursday, September 28, 2023

In recent weeks, oil prices have rallied higher, and the Fed indicated higher interest rates may be here for a while. And there’s a headline risk that lawmakers may struggle to get a budget passed, which may lead to a short-term government

Wednesday, August 23, 2023

Why is August a volatile month?

Wednesday, July 26, 2023

Core CPI, which excludes volatile food and energy prices, rose just 0.16 percent for the month, the lowest reading in more than two years and a significant downside break.

Wednesday, July 12, 2023

In advance of 2023, the recession drum beats were so loud it was deafening. Market pundits warned that as the Fed raised interest rates, it was just a matter of time before the economy entered a recession.

Wednesday, June 7, 2023

While Wall Street's attention will shift from topic to topic, expect our conversations to stay pretty much the same. We will continue to focus on your matters of importance and the habits that promote financial peace and wellness.

Monday, May 1, 2023

Financial markets can be challenging to understand. And when markets enter a “bad news is good news” cycle, it becomes even more challenging to follow along. Stock prices rallied at the end of April after the Commerce...

Monday, April 10, 2023

Market timing must be exhausting. Always moving in and out of the markets based on economic analysis or business headlines must be so challenging.

Wednesday, March 22, 2023

When events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds.

Wednesday, February 1, 2023

Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder.

Thursday, January 26, 2023

The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.

Friday, January 13, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.

Friday, September 2, 2022

Be Aware: As more details are released, scams may also pop up. Remember to practice caution and good business sense if someone contacts you about your student loans.

Wednesday, August 31, 2022

Some of the stock market’s most challenging events have hit in September and October, and other seasonal trends can also play a part.

Monday, August 22, 2022

You may have heard the saying, “inflation hurts savers and benefits borrowers.” The expression suggests that borrowers benefit from inflation because they pay back lenders with dollars worth less than when the money...

Tuesday, June 21, 2022

What an “interesting” week. In a move unseen since 1994, the Federal Reserve has taken an aggressive stance toward inflation by raising the key interest rate by three-quarters of a percentage point.Investors initially...

Wednesday, June 8, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Friday, May 6, 2022

As your financial professional, I understand that volatility can cause anxiety, and it can be tough to sit still when it’s happening. But as we’ve seen lately, it may sometimes be best to tune out the noise and...

Wednesday, May 4, 2022

"Be fearful when others are greedy and greedy when others are fearful," according to legendary investor Warren Buffett.

Wednesday, April 20, 2022

This recent inversion in the yield curve and inflation soaring above 7% have left some investors wondering whether to adjust their investment strategy.

Wednesday, March 30, 2022

With the price of gasoline trending higher, it may be tempting to attribute these prices to the global economic disruptions caused by Russia's aggression toward Ukraine.

Thursday, March 10, 2022

2022 is off to a challenging start for most investors. Stock prices have been down 6 of the past 9 weeks, and the major averages are either in or teetering on correction territory. Bond prices are lower, and yields are higher, which...

Tuesday, March 1, 2022

Tuesday, February 15, 2022

Wednesday, January 26, 2022