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Wading Through Financial Stability Risks: An Action Plan

Submitted by Flynn Zito Capital Management on March 21st, 2023

The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of only one year, it was almost a near certainty this time would be no different. Recent bank failures suggest things are indeed starting to break.

Tags:
  • 2023
  • Economic Review
  • Market Commentary
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Spring Clean Your Finances

Submitted by Flynn Zito Capital Management on March 16th, 2023

As temperatures warm up, trees begin budding, and the days get longer, you probably throw open your windows and think about spring cleaning your home. As you tackle washing windows, cleaning carpets, and sorting out the garage, don’t forget to consider your finances. Check out these tips to successfully spring clean your finances. 

Tags:
  • 2023
  • finances
  • Spring
  • Spring Cleaning
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Stocks and Bonds Before and After Taxes

Submitted by Flynn Zito Capital Management on March 16th, 2023

Managing Investment Returns with Tax-Efficient Strategies

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments before and after making them.

Tags:
  • 2023
  • Bond Market
  • Bonds
  • Stocks
  • Tax Planning
  • Read more

Financial Mistakes to Avoid in 2023

Submitted by Flynn Zito Capital Management on March 16th, 2023

Could you be losing money because of simple monetary mistakes?

Tags:
  • 2023
  • Financial Goals
  • Financial Health
  • Read more

Latest Equity Asset Allocation Views

Submitted by Flynn Zito Capital Management on March 14th, 2023

Last week did not play out how we anticipated. Coming into the week, it was all about Federal Reserve (Fed) Chair Jerome Powell’s congressional testimony and the February jobs report.

Tags:
  • 2023
  • Asset Management
  • Market Commentary
  • Read more

Silicon Valley Bank Is the 2nd Largest Bank Failure

Submitted by Flynn Zito Capital Management on March 13th, 2023

It will take some time, but the FDIC was designed for moments like this

The FDIC-seizure of Silicon Valley Bank is the second-largest US bank failure in history as it held $209 billion in assets at the time of its collapse. Even after adjusting for inflation, by assets it trails only Washington Mutual, which held $434 billion in assets when it failed in 2008.

Tags:
  • 2023
  • Bank
  • Market Commentary
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All About Credit Scores

Submitted by Flynn Zito Capital Management on March 7th, 2023

Every consumer is entitled to a free credit report every 12 months from each of the three major credit reporting agencies:

Tags:
  • 2023
  • Credit
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No Landing = No Sense

Submitted by Flynn Zito Capital Management on March 7th, 2023

Suggesting an economy makes “no landing” makes no sense. Analogies eventually break down, especially this one. Economic activity does not stop like an airplane eventually does, but rather the economy will settle into a steady state where growth is consistent with factors such as population and productivity.

Tags:
  • 2023
  • Economic Review
  • Market Commentary
  • Read more

Will January Hit The Trifecta?

Submitted by Flynn Zito Capital Management on January 31st, 2023

The script has been flipped in 2023. Last year’s underperformers have turned into outperformers this year, driving the S&P 500 Index up over 5% this month. The pace and composition of the rally have left many investors skeptical over its sustainability, especially amid a lackluster earnings season thus far.

Tags:
  • 2023
  • Market Commentary
  • Read more

A Beginner’s Guide to Investing

Submitted by Flynn Zito Capital Management on January 31st, 2023

When you start to consider if investing is an appropriate option for you, you may have questions. You might want to ask:

Tags:
  • 2023
  • Investing
  • Investment
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Investment advice offered through Flynn Zito Capital Management, LLC, a Registered Investment Advisor. Securities offered through LPL Financial, member FINRA/SIPC, and separate entity from Flynn Zito Capital Management. 

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