Insights

December 2024
2024 Year in Review: Bitcoin Bonanza
This year, Bitcoin experienced a remarkable year, recently hitting over $107,000, driven by a confluence of market dynamics, regulatory developments, and political [...]
Read more 2024 Year in Review: Bitcoin Bonanza

December 2024
2024 Year in Review: US Housing Hangover
In 2024, the U.S. residential housing market experienced a period of transition, characterized by a mix of stabilizing factors and ongoing challenges. The year [...]
Read more 2024 Year in Review: US Housing Hangover

September 2024
Homeowners: $4k In Annual Savings on Rate 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: $4k In Annual Savings on Rate Drop

September 2024
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

June 2024
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

May 2024
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

May 2024
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

April 2024
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

March 2024
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
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