James Eakin-Financial Advisor

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Sacramento, CA
James Eakin-Financial Advisor

Hello everyone! I created this page so that I can post interesting and effective financial planning ideas that I have found.

You should always do your research, and feel free to comment on what you would like to see in the future!

05/30/2024

The latest economic data cast further doubt on the timing of potential rate cuts. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at why investors may be underestimating the chance of a bumpy road ahead for the economy.

Are investors overestimating the likelihood of a soft landing? We look at challenges that remain for the economy and Federal Reserve.

05/29/2024

You’ve spent so much time putting money into your 401(k)—but have you ever thought about what happens when it’s time to take it out?

How does a 401(k) work when you retire? While it's an important source of retirement income, it’s just one part of your long-term strategy.

05/21/2024

Higher interest rates appear to be taking a toll on the economy. In this week’s Market Commentary, Chief Investment Officer Brent Schutte looks at whether the Fed can get inflation under control before the weak economy dips into a recession.

With higher rates clearly impacting the economy, is inflation falling fast enough to allow the Fed to avoid a recession?

05/20/2024

Independent research finds that investments alone will only take you so far. I can help you build a plan to make your money work harder.

Life insurance in a retirement plan? According to a recent analysis from professional services company EY, an integrated approach to long-term financial planning can produce a better outcome in retirement.

05/14/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at why faltering consumer sentiment could pose another challenge to the economy.

How does the latest tumble in consumer optimism fit into the economic picture? Get more in our Weekly Market Commentary.

05/13/2024

Northwestern Mutual’s latest survey shows that a remarkable 95% of parents who are saving for college expect to cover more than half of the cost for their children. If this is one of your top goals, I can help you find the savings options that would work best for your family.

When it comes to saving for your child’s college education, you may have a wider range of options than you realized. Here are six of the best ones.

05/07/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at how recent conflicting wage data highlights another wrinkle for the Fed to contend with.

Look for more volatility in inflation as we move later into the business cycle. Get more in our Weekly Market Commentary.

05/06/2024

Reach out if you’re looking for help creating a debt-reduction strategy.

Most credit card issuers want to keep you as a customer, so it’s worth asking them for more favorable terms. These tips can help you get started.

04/30/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at the latest economic and jobs data and how it points to a tough task ahead for the Fed.

More signs emerge that inflation is moving in the wrong direction. Get more in our Weekly Market Commentary.

04/29/2024

Retiring at different times brings unique challenges and opportunities. Reach out if you need help ironing out the details so you can enter retirement feeling confident.

If you decide to retire before your spouse does, there are a few things you should know. Here are 5 things to know if you’re retiring before your spouse.

04/24/2024

We get this question a lot. The answer is that life insurance is not an investment. But when combined with other tools, like investments, it can add a lot of value to your financial plan.

Is whole life insurance worth it? While whole life insurance isn't an investment, life insurance policies can benefit from cash value growth and dividends.

04/23/2024

In the Weekly Market Commentary, Chief Investment Officer Brent Schutte looks at how recent inflation trends have put the Fed on hold when it comes to rate cuts and what it means for the economy.

Recent inflation measures have the Fed pumping the brakes on rate cuts. Get more in our Weekly Market Commentary.

Address

1425 River Park Drive, Suite 100
Sacramento, CA
95815

Telephone

+17074835574

Website

http://jameseakin.nm.com/

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