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MONTH-2-MONTH

MARCH 2026

MONTH-2-MONTH is intended to provide you with updates on AFP and timely financial planning and investment information on a variety of topics. 

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RESTLESS AWAKENING

March arrives with restless winds and uncertain skies. Ground thaws beneath our feet and crocuses push through softened earth, while spring whispers promises through half-open windows. With each new day unfolding, we're reminded to welcome transformation, shed what no longer serves, and trust in nature's awakening.

TEAM CHANGE PART 1 - We are sad to report that Morgan Liden is no longer with AFP.  She had taken a leave of absence, due to a family emergency, near the end of February, with the intention of coming back on May 1st. Last week, she informed me she could not return. While her time with us was short, we appreciated all that she did.  We wish her and her family all the best.

TEAM CHANGE PART 2 - If you stop into the office or call in, please say hello to Kim Banning. She is filling in for now to help us out.

NEW WEBSITE - Our new website launched at the end of February. Please look around and let us know what you think. You may have to hit your refresh button to see the updated version. 

TAX INFORMATION - All tax information should be available on the Schwab Alliance website with your access credentials. Let us know if you need any assistance.   

Click below to read our March 2026 Blog edition.

How Protected is Your Financial Life, Really?



We would enjoy receiving your feedback on our Blog. Please share any comments or suggestions for future topics with us via email.

PRODUCER PRICES - U.S. producer prices jumped 0.7% in February (3.4% YoY), renewing inflation pressure. This is the fastest pace in months, as services, food, and energy costs climb. Source: Reuters

INTEREST RATES - The Federal Reserve held rates near 3.5%–3.75%, and markets now see only a limited likelihood of cuts this year. Source: Reuters/Bloomberg 

U.S. JOBS REPORT - Recent data indicate job losses in February and a rise in the unemployment rate (~4.4%), suggesting labor market softening. Source: Reuters

GLOBAL STOCKS - Equity indices have pulled back as markets react to inflation fears, oil prices, and geopolitical instability. Source: Financial Times

INT'L INFLATION EXPECTATIONS CLIMBING - Nearly half of global asset managers now expect higher inflation over the next year, with market-based measures rising. Source: Reuters

U.S. HOME PRICES - U.S. home prices are expected to rise only modestly this year due to limited supply and mortgage rates near 6%, even as some pending sales rebounded and builder sentiment remained subdued. Source: Reuters

Oil Prices have been on a wild ride lately. WTI crude oil traded in a range of $43 dollars to $119 a barrel with an intra-day low of -$76 as the conflict in the Middle East continues to develop. On average oil prices are up over 30% month over month. If higher prices continue, there could be meaningful implications for inflation.

Source: J.P. Morgan Asset Management, "Weekly Market Recap March 16, 2026 J.P. Morgan

Does Your Investment Portfolio Feel Boring? You're Doing It Right

By Eric Roberge, CFP

Source: Forbes

Image by Canva

In this article, Does Your Investment Portfolio Feel Boring? You’re Doing It Right, author Erick Roberge, CFP provides a reality check during these more volatile times in the market. At Alexander Financial Planning we call our portfolios “All Weather” portfolios which correlates well with this article. Over the long-term, wealth building for the things that our clients value most in their lives is the focus. 

Click here to read this article.

5 Conversations to Have With Your Aging Parents

By Simar Bajaj

Source: The New York Times

Image by Canva

It’s a pattern we continue to see in our client meetings. How and when do you have that conversation with your aging parents about their aging? We know it can never happen soon enough because it just takes one surprise fall or one medical emergency to turn your world upside down. It starts with having a conversation. There may be resistance, but it needs to begin so all involved can explore a path forward and be ready for the “what if”.  Need some help? The article below, 5 Conversations to Have with Your Aging Parents, by Simar Bajaj, may help.

Click here to read this article.

Do you know someone who can benefit from FINANCIAL PLANNING?

At Alexander Financial Planning, we are passionate about financial life planning. We also know that it is not just about the numbers. While numbers are important, they are there to support your hopes, dreams, and desires. When we can put all the components of financial planning together, (cash flow, insurance, investing, taxation, and estate planning) your unique picture of a path forward comes into view. For 28+ years, we have been helping individuals and families develop their plan and navigate the twists and turns each year.

Whether you’re planning for retirement, becoming an empty nester, or navigating how to take retirement distributions, we are your thinking partner. We are here to make sense of it all, one step at a time. If now is the time for you or someone you know to get serious about your financial future, contact us. We’d love to be of service. 

WHAT SETS US APART

In Honor of Women's History Month

" Each time a woman stands up for herself, without knowing it, possibly without claiming it, she stands up for all women." 



- Maya Angelou