Guilford Financial Group, Inc.

06/09/2026

There’s a financial topic that never gets discussed around the water cooler or at the dinner table. It’s boring and obscure…especially compared to the stock market, or bitcoin... Bond Market

Treasury Yield Spike - Why treasury yields are rising, what that means, and why it matters to the economy

10/31/2023

10/16/2023

October 16-22 is National Estate Planning Awareness Week. Time and time again, I'm reminded that a properly designed estate plan can provide flexibility and resilience in the face of family change. If you already have an estate strategy in place, consider using this week to share it with your loved ones. A conversation now can make all the difference for the future.

09/23/2023

You shouldn't be losing sleep over your investments. Find out what your risk tolerance is to help you get a better night's sleep: {%%%INSERT RISKALYZE QUESTIONNAIRE LINK%%%}

09/22/2023

Did you know that 1 in 5 Americans have inactive 401(k)s worth thousands of dollars? Don't let your hard-earned money go to waste! Here's how to reclaim yours.

How to find a lost 401(k):
1. Contact your old employer's HR department
2. Check old 401(k) statements for account details
3. Use look-up databases like the National Registry of Unclaimed Retirement Benefits or the National Association of Unclaimed Property Administrators
4. Check the Department of Labor's abandoned plan database

Once you've located your plan, you can:
🔁 Request a direct rollover to your new employer's plan
💼 Transfer the funds into an existing IRA
🤔Cash it out (but beware of taxes and penalties)


Source:

Rolling over an old 401(k) into a new plan can be a pain, but it's typically worth the hassle.

09/12/2023

The Atlanta Fed’s GDPNow forecasting tool is projecting 4.1% growth in Q3. But the Blue Chip consensus from economists is still seeing less than 1% growth in Q3. Why are these numbers so far apart? From my perspective, economists are “dragging their feet” updating forecasts because the current economic trends conflict so sharply with what they previously anticipated.