Third Coast Advisors

Third Coast Advisors

We are a full service financial planning firm serving small businesses & families throughout Wisconsin & Northern Illinois. /COMPLIANCE:2023-6310/

21/06/2024

Having multiple types of asset classes can help insulate you from market shocks so you can build healthy cash flow in retirement, no matter what happens. Here are two shock-absorbing financial assets you may have overlooked.
https://www.parkavenuesecurities.com/how-help-protect-against-market-volatility

20/06/2024

Here’s a recap of last week’s market performance.
https://www.parkavenuesecurities.com/mega-caps-lead-index-gains-broader-market-takes-breather

US job openings fall to 8.1 million, lowest since 2021, but remain at historically high levels 20/06/2024

Job openings are on the decline, signaling potential shifts in the economic landscape.

Key insights to consider:
⭐ A decrease in job openings could indicate cooling labor market conditions.
📊 This trend may influence unemployment rates and overall economic stability.
💡 Understanding the interplay between job openings, inflation, and interest rates can help keep you more informed about the state of the economy.

Staying updated on employment trends can be useful for making informed decisions.

What are your thoughts on the impact of declining job openings on the economy and labor market?


Source:

US job openings fall to 8.1 million, lowest since 2021, but remain at historically high levels U.S. job openings fell in April to the lowest level since 2021. But they remained at historically strong levels despite high interest rates and signs the economy is slowing.

Taxable vs. Tax-Deferred Savings 19/06/2024

Tax deferral—the secret weapon for savvy investors. How can this powerful tool work for you?

Taxable vs. Tax-Deferred Savings Use this calculator to compare the future value of investments with different tax consequences.

US consumer prices unchanged in May; bolster rate cut expectations 18/06/2024

Good news on the economic front: May's consumer prices remained unchanged, offering a glimmer of hope that the Federal Reserve might consider cutting interest rates sooner than expected.

Here's what this could mean for you:

Lower Inflation: This is a positive sign that the Fed's efforts to combat inflation are working.
Potential Rate Cuts: While the Fed isn't likely to act immediately, this news increases the chances of rate cuts later in the year. This could lead to lower borrowing costs for mortgages, car loans, and credit cards.

Remember, this is just one piece of the economic puzzle. Stay tuned for further updates on how this news may impact your financial goals.



Source:

US consumer prices unchanged in May; bolster rate cut expectations U.S. consumer prices were unexpectedly unchanged in May as cheaper gasoline and other goods offset higher costs for rental housing, but inflation remains too high for the Federal Reserve to start cutting interest rates before September.

What does a healthy relationship with money look like? 17/06/2024

What does a healthy relationship with money look like? The Guardian Study of Financial and Emotional ConfidenceTM has answers – and insight on financial role models.

What does a healthy relationship with money look like? Insurance isn’t always top of mind, but it can help protect you and give you confidence, so you can focus on your life.

15/06/2024

Disability happens to more people, more often than you may think, and it lasts longer, too. Protect your income today with disability insurance.

Social Security Benefits: How Much Will I Receive 14/06/2024

How much could you receive from Social Security? Here’s what to expect.

Social Security Benefits: How Much Will I Receive Calculating your potential Social Security benefit is a three-step process.

13/06/2024

Navigating economic cycles and managing the impact on your finances can be challenging. Discover how whole life insurance from a strong mutual company can help ease your worry. https://wi.st/4aNViwV

Who Would Pay You? 12/06/2024

Who would pay you if disability were to strike? With disability insurance you won't need to ask. Learn more about the importance of protecting your income.

Who Would Pay You?

Photos from Third Coast Advisors's post 12/06/2024

People vote with their dollars, and right now there’s a vote of no confidence from stock investors despite a rally in stock prices since November 2023. There’s $6.4 trillion sitting in money market mutual funds–the highest level since the Fed started tracking the number in 1945.

Keeping Good Records is Good Business 12/06/2024

When considering a record keeping system for your business, you need to ask yourself some very important questions

Keeping Good Records is Good Business Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

11/06/2024

Food prices have been trending lower for many months. But the recent price stability doesn’t offset the food inflation in 2021 and 2022. So, if you are feeling the pinch, please let me know. Sometimes, I’ve found that even the slightest change can make a big difference.

11/06/2024

It’s been a long time since the S&P 500 has seen a daily drop of 2 percent or more. Is that cause for alarm? No. Concern? Maybe, especially if you let emotions drive decision-making.

10/06/2024
Four Steps to Valuing an Estate 10/06/2024

There are four basic steps to calculating the value of an estate.

Four Steps to Valuing an Estate Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

09/06/2024

Not all disabilities are visible. In fact, most disabilities are caused by common illnesses such as cancer, heart attacks, or diabetes.

Monthly Market Insights | June 2024 07/06/2024

Stocks rallied in May as investors welcomed upbeat Q1 corporate reports and signs of a Goldilocks economy - not too hot, not too cold. The Dow crossed 40,000 for the first time after cooler inflation data raised hopes for a potential rate adjustment.

Monthly Market Insights | June 2024 Stocks rose in May as investors cheered upbeat Q1 corporate reports and signs that the economy was still strong while not overheating.

3 Retirement myths for women 07/06/2024

Women can build a strategic retirement plan by putting the myths aside and planning for financial and emotional realities.

3 Retirement myths for women

06/06/2024

Enjoying each and every moment is what life is all about. Don't let the unexpected get in the way. Make sure you are prepared by protecting your income.

Three reasons you may need holistic financial protection 05/06/2024

Holistic financial protection is when your strategy doesn’t have any gaps that may result in domino-effect disruptions.

Three reasons you may need holistic financial protection

Pub9101BL - What Are the Building Blocks of Your Life? 03/06/2024

Worried about how you would manage financially if you couldn't work? Disability insurance can help.

Pub9101BL - What Are the Building Blocks of Your Life?

Charitable Giving: Smart from the Heart 03/06/2024

Three tips for giving smart from the heart.

Charitable Giving: Smart from the Heart Do you have causes that you want to support with donations?

02/06/2024

We help our clients find insurance protection that’s based on their full lifetime value, not just their income. It’s integral to a well-crafted and diversified portfolio. Not a client? Maybe it’s time for a second opinion.

3 types of insurance business owners often overlook - Living Confidently 01/06/2024

Business owners often put the business before themselves. But protecting yourself, protects your business in the long term. These 3 types of personal insurance can help keep your business on track.

3 types of insurance business owners often overlook - Living Confidently After giving so much to your business, it can feel selfish to put yourself first. But if you protect your personal life, it can protect your business.

31/05/2024

Your ability to earn an income is your most valuable asset. Make sure it's protected should you become too sick or injured to work.

Mission

Inspire the World to protect what matters, accumulate what is possible, and conserve what is needed. Inspire the World to DO SOMETHING!

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Cybersecurity Month - Password Protection

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Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00