Ogorek Wealth Management LLC

12/05/2023

With so many seemingly worthy causes to choose from this holiday season, how can we decide who to support?

11/30/2023

Longer maturity bonds are up since the end of October as more investors are betting that the Federal Reserve is done hiking interest rates. These bets have pushed yields on long-dated bonds (blue line) lower while simultaneously pulling the prices for these bonds (orange) higher. This has fueled a gain of nearly 10% for the iShares 20+ Year Treasury ETF (TLT) since the end of October.

11/30/2023

Ensure you're ready by taking our Retirement Readiness Quiz! Find out what area(s) you need to focus on to attain your retirement goals:
https://ogorek.com/quiz-on-retirement-readiness/

11/28/2023

There’s real power in positivity, but it takes practice. Try these 3 mind hacks to boost your mental well-being.

Incorporate these three mind hacks into your daily wellness routine to improve your perspective and your Return on Life.

11/22/2023

Stay informed on the latest trends in retirement planning and investment strategies by signing up for our weekly Financial Insights Newsletter: https://ogorek.com/newsletter-signup/

11/21/2023

What happens to Bonds and CDs when interest rates go up? Find out in this short Chart Talk video.

When interest rates go up, does that mean good news for CDs and Bonds? Tony Ogorek and Jeff Viksjo discuss in this edition of Chart Talk.

11/15/2023

This chart shows the path of headline CPI inflation over the past three years – while October’s reading of 3.2% remains above the long-term target of 2%, it is a significant decline from the year-over-year high of 9.1% recorded in June of 2022.

11/14/2023

Is gratitude part of your daily routine? Try these 3 tips to be mindful every day.

Being mindful of all you have can improve your ROL & inspire you to spread that gratitude to your loved ones and your wider community.

11/08/2023

WeWork, Inc., an office sharing company, filed for bankruptcy on Monday as it struggles under the weight of its debt and an inability to replace tenants who canceled leases at the start of the COVID-19 pandemic. WeWork, which was once valued at $47 billion dollars, has seen its shares lose more than 99% of their value since April of 2021.

11/07/2023

What may be ahead for taxes and benefits? Find out in the 100th edition of Chart Talk.

Seniors are a lot wealthier than they were years ago. Why might that be? And what may the future hold for taxes and benefits?