Insights
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
As the Federal Reserve embarks on its campaign to lower interest rates, U.S. homeowners are eagerly grasping for mortgage savings. With mortgage rates now nearing [...]
Read more Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
Consumer Confidence Falls Most In Three Years On Labor Views
US consumer confidence took an unexpected dive in September, marking the most significant decline in three years. According to The Conference Board’s latest data, [...]
Read more Consumer Confidence Falls Most In Three Years On Labor Views
401(k) & IRA Alert: Max contributions rise in 2024
The Internal Revenue Service (IRS) has announced significant increases to the contribution limits for 401(k) plans and individual retirement accounts (IRAs) in [...]
Read more 401(k) & IRA Alert: Max contributions rise in 2024
States Contemplate “Mansion Tax” to Fund Affordable Housing
As the affordable housing crisis continues to grip many parts of the country, state and local governments are exploring innovative solutions to generate funding [...]
Read more States Contemplate “Mansion Tax” to Fund Affordable Housing
SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Leaving IRA assets to a trust, rather than to individual beneficiaries, can be a strategic move for those looking to exert more control over the distribution of [...]
Read more SECURE Act Update: Big Changes to Naming a Trust as Beneficiary of Your IRA
Market Update May 2024 | The Golden Oldies
Remember those Columbia House ads from the 1970s and 1980s giving you an opportunity to build out your record or tape collection for just a buck? Talk about a [...]
Read more Market Update May 2024 | The Golden Oldies
One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The [...]
Read more One Third of Americans Feel Financially Insecure
The Politics of Housing: The Polarization of Renting Versus Owning
The debate between renting and owning a home has long been a contentious issue in the realm of housing politics. The divide between those who advocate for renting [...]
Read more The Politics of Housing: The Polarization of Renting Versus Owning
Why Are U.S. Workers Struggling to Change Jobs?
In 2022, the term “The Great Resignation” gained significant attention as a large number of employees made the bold decision to quit their jobs and [...]
Read more Why Are U.S. Workers Struggling to Change Jobs?
Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
The financial landscape is evolving, and so are the goals and preferences of young investors. According to a recent report by Cerulli Associates, it is evident [...]
Read more Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors
Recent posts
-
Market Update October 2024: Shine On
October 1, 2024 -
Homeowners Eye Over $4,000 In Annual Refi Savings As Rates Drop
September 27, 2024 -
Consumer Confidence Falls Most In Three Years On Labor Views
September 20, 2024 -
Research Proves “You Can Never Have Too Much Money”
September 13, 2024 -
60% Of Workers Will Delay Retirement For Lack Of Assets
September 6, 2024 -
When Pensions Reduce Social Security Benefits
August 17, 2024
