Blog
Week of July 21 Weekly Market Update
We’re happy to share the latest Market Navigator from Commonwealth Financial Network®, the firm we partner with to serve you better.
Read MoreDisclosure for 2025 Five Star Award Multi Year Winner
FiveStar Multi-Year Award Winner Shannon Sutherland of Simple Impact LLC
Read MoreMarket Thoughts Video from Commonwealth Financial Network®
Mr. McMillan recaps April’s economic and market news
Read MoreWhat New Tariff Announcements Mean for Your Investments
It’s important to remember that markets will always change, so staying adaptable, tuning out short-term noise, and keeping your long-term goals in focus is critical.
Read MoreLive Ready: Prepare, Organize, and Shred
Consistency = Results, Start by Organizing Your Financial Life. How I learned to Live Ready.
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Understanding and Protecting Your Purchasing Power
Inflation and budgeting. How much can your future money buy? Understanding this concept helps you make smarter financial decisions and grow the value of your funds over time.
Read MoreMake Your Giving More Powerful with a Donor-Advised Fund
Donor-Advised Fund (DAF) is a game-changing tool. It allows you to grow your charitable giving tax-efficiently, invest in causes that matter to you, and make a lasting difference.
Read MoreBe Ready: The Essential Guide to Emergency Preparedness
At Simple Impact LLC, we understand the importance of preparing for unexpected situations. Our mission is to provide you with the tools and guidance you need to protect your essential documents and ensure peace of mind during an emergency
Read MoreDigital Legacy Planning: Protecting Your Online Assets
Many of us now handle a significant portion of our financial lives online, from banking and investing to managing tax documents and cryptocurrency wallets. But what happens to these digital assets if something happens to you?
Read MoreBonds with Interest Rate Changes
Federal Reserve lowers interest rates by 0.25% on 11-7-2024. Short video on how interest rates can impact your investments. Our partner, Chris Fasciano, senior portfolio manager, at Commonwealth Financial Network shares insight on what
Read More2024 Year-End Financial Planning Checklist
The end of the year is a great time to pause and reflect on your financial goals. Much like an annual medical checkup, reviewing your assets and accounts now ensures that you’re setting up a healthy financial strategy for 2025.
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