Blog
Welcome to our blog where John weighs in with his thoughts on both the financial world and the world around us.
Welcome Back, Stephanie Bawolek, CFP®!
Stephanie (Trevino) Bawolek, CFP®, rejoined the Chichester Financial Group LLC team this month as an Associate Financial Planner! Stephanie started her career in financial services with us in 2013 and...
Read MoreMonthly Market Insights - March 2023
Ready to see the March 2023 Monthly Market Insights? See what happened in the domestic and international markets and peek into what March has in store. Brush up on a few International Women's Day facts at the end!
Read MoreThe IRS is Now Accepting Some Notices Online!
Many thanks to Kate Dore, CFP® at CNBC.com for the chance to discuss the latest move by the IRS! I am excited to see this process moved online, making it easier for taxpayers to submit information and avoid dealing with...
Read MoreDevil (or Angel?) Is In The Details
You have no doubt heard that the “devil is in the details” and I have to agree, but so are the angels. It turns out the gold standard in taking care of clients lies in the details.
Read MoreMonthly Market Insights - February 2023
The first Market Insights of the year is out! See what happened in January and what we are looking forward to in February! Don't miss the fun facts about Mardi Gras at the end! Want to receive this update in your inbox?...
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SECURE Act 2.0: An Overview
In the final days of 2022, Congress passed a new set of retirement rules designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.The law is called SECURE 2.0, and it's a follow-up to...
Read MoreChichester Financial Group LLC on CNBC.com
Good news! If you pay quarterly taxes, you have until January 17 to make a payment for 2022! I was thrilled to chat with Kate Dore, CFP® about how to avoid a surprise tax bill for her article on CNBC.com.
Read MoreMarket Insights - 4th Quarter 2022
Take a few minutes to view our Quarterly Market Insights to see how we closed out 2022 and find out what to expect in the month ahead!Want to receive this update in your inbox? Reach out to us at staff@chichesterfinancial...
Read MoreJust My Two Cents - Sounds of the Season
As we approach the end of 2022, the sounds around us are changing. Conversations turn to holiday gatherings and plans, doorbells ringing as packages arrive, the cutting of wrapping paper, the tearing of tape, and my...
Read MoreJust My Two Cents - A Good Amount of Gratitude
Whenever November rolls around, my immediate thought is always about the Thanksgiving holiday. For me, this is always a time to reflect on what has transpired over the past year. As you know, my life has been filled with ups and downs...
Read MoreJust My Two Cents - Global Ethics Day
October 19, 2022 marks Global Ethics Day, where we turn attention to not only the concept of ethics, but also what it means to live our values. When we live by our values, those values act as the compasses that guide everything we do.
Read MoreMarket Insights - 3rd Quarter 2022
Both September and the third quarter are in the books! See what happened in the markets and get some great health literacy trivia in our Quarterly Market Insights!
Read MoreJust My Two Cents – The NexGen Planner
A few weeks ago, Dawson Gonwick, Associate Financial Planner, and I had the opportunity to travel to Las Vegas for the Financial Planning Association (FPA) NexGen Gathering. As this was specifically geared to those that are new to the...
Read MoreSeptember Monthly Market Insights
The September Monthly Market Insights is out! Find out what happened last month in the markets, what lies ahead, and Citizenship Day trivia that will impress your friends and family!Inflation is a hot topic again in this update. click...
Read MoreJust My Two Cents – A Commitment to Lifelong Learning
The last few months have been memorable ones for many reasons, including the celebration of a few educational achievements!
Read MoreIntroducing Monthly Market Insights
Spend a few minutes catching up on what happened last month in the markets, what lies ahead, and trivia that will make your friends and family smile! Want to receive this update in your inbox? Reach out to us at...
Read MoreJust My Two Cents – Sometimes Life Just…Stops
Have you ever had a situation in your life where your life just…stopped? I mean really stopped. Like-you-drop-everything-and-do-nothing-but-deal-with-something-that-commands-all-of-your-attention stops. So often...
Read MoreWelcoming Dawson Gonwick
I have an exciting announcement to share with you today! I would like to introduce you to the newest member of the Chichester Financial Group LLC team. Please join me in welcoming Dawson Gonwick to the team! Dawson is...
Read MoreJust My Two Cents…Transition
I know that we have all heard the phrase that “change is the only constant in life.” I don’t know about you, but I don’t really know how to react to that saying. While it may be true, it just seems a...
Read MoreESG: The ‘Moral Compass’ Across the Investing Landscape
Today, many people, especially younger generations like Millennials and Gen Z, want their investments to reflect the social and environmental goals they support. While there’s no single legal or regulatory definition of...
Read MoreJust My Two Cents: Resolutions vs. Intentions
I hope that your 2022 has been shaping up okay and you are setting good intentions for yourselves. Normally, people speak about making a New Year’s resolution at the beginning of the year, but I think intentions are a...
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