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Expert Insight


Alana Macy, CFP®

Alana Macy, CFP®

Alana Macy is a Certified Financial Planner® with Bloom Wealth Advisors. She has written widely on themes in financial wellbeing, drawing from professional and personal experience. To learn more about Alana, please click here.

Amy Noel, CFP®, MBA

Amy Noel, CFP®, MBA

Amy Noel is a Certified Financial Planner® and founder of Bloom Wealth Advisors. She is a thought leader in retirement planning and wrote a retirement workbook used in CFP® courses around the country. Her expert perspective has been featured in publications by The Wall Street Journal, Newsweek, and USA Today. To learn more about Amy, please click here.

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Bloom Wealth Advisors
Out of the Shadows Thumbnail

Out of the Shadows

As the calendar has turned to May, the popular “Sell in May and Go Away” stock market cliché is getting a lot of airtime. This is the idea that the stock market tends to be weakest between May and October (and strongest between November and April). Stocks have done so well recently that preparing for a pause in the rally makes sense. A lot of good news is priced into stocks. Worries about the Federal Reserve tightening its monetary policy may intensify this summer as inflation picks up, potentially pushing interest rates higher. Tax increases are probably coming in 2022, and deficit spending continues largely unabated.

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What We Can Learn from This Global Pandemic

Over the last two months, normalcy has been turned upside down and our lives have changed significantly. It’s no secret that this unprecedented pandemic has greatly affected our way of life and at times has felt very scary. Of...

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What To Do With Your Stimulus Check

In an effort to provide some relief to the many people struggling from the effects of COVID-19, the federal government has begun sending out a stimulus check of $1,200 per adult and $500 per child under 17, subject to income limits. If...

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9 Steps to Create a Realistic Budget

As we all stay home and practice social distancing, I’m sure many of you, like myself, are finding you have more time on your hands. What’s something you’ve wished you had time for but always put off? For me and so...

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