Investments
![Market Update June 2024: Sold Down the River](https://infiniumadvisors.com/wp-content/uploads/Ouray-River-588x588.jpg)
June 2024
Market Update June 2024: Sold Down the River
If you were tuned into the financial talking heads at the very beginning of the year (Market Update: Year Ahead 2024), the big focus was on estimating how many [...]
Read more Market Update June 2024: Sold Down the River
![529 College Savings Plans: Better Than Ever in 2024](https://infiniumadvisors.com/wp-content/uploads/529-pic-588x588.jpg)
May 2024
529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 [...]
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![Market Update May 2024 | The Golden Oldies](https://infiniumadvisors.com/wp-content/uploads/record-clubs-of-the-1970s-Google-Search-1-588x361.png)
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 [...]
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![RMD Relief for Beneficiary IRA Account Holders](https://infiniumadvisors.com/wp-content/uploads/inherited-ira-588x588.jpg)
April 2024
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
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![One Third of Americans Feel Financially Insecure](https://infiniumadvisors.com/wp-content/uploads/financially-insecure-588x588.jpg)
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 [...]
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![The Politics of Housing: The Polarization of Renting Versus Owning](https://infiniumadvisors.com/wp-content/uploads/renting-vs-buying-588x588.jpg)
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 [...]
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![The Song Remains the Same](https://infiniumadvisors.com/wp-content/uploads/Feb-Market-Update-photo-588x588.jpg)
February 2024
The Song Remains the Same
The Song Remains the Same If you were tempted to undo your market seatbelt as we entered 2024, that has turned out to be a bad idea. The wild ride has continued [...]
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![Generational Financial Finding: Young Investors Tend to Ditch Parents’ Advisors](https://infiniumadvisors.com/wp-content/uploads/Young-Investors-588x588.jpg)
January 2024
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
![Market Update | Year Ahead 2024 – Twin Peaks](https://infiniumadvisors.com/wp-content/uploads/Verrazzano-Narrows-Bridge-588x588.jpg)
January 2024
Market Update | Year Ahead 2024 – Twin Peaks
One of the most perplexing aspects of the markets is their ability to make you feel – how shall we say this – less than smart. Just when you think the [...]
Read more Market Update | Year Ahead 2024 – Twin Peaks
![Equity Investments Research Thematic Sleeve December 2023](https://infiniumadvisors.com/wp-content/uploads/Thematic-Sleeve-Research-Q4-2023-588x247.jpg)
December 2023
Equity Investments Research Thematic Sleeve December 2023
INTRODUCTION When we think about portfolio construction, specifically equities, we segment our equity allocation into three ‘buckets.’ First, general market [...]
Read more Equity Investments Research Thematic Sleeve December 2023
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Recent posts
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Market Update June 2024: Sold Down the River
June 20, 2024 -
401(k) & IRA Alert: Max contributions rise in 2024
June 13, 2024 -
529 College Savings Plans: Better Than Ever in 2024
May 15, 2024 -
Market Update May 2024 | The Golden Oldies
May 1, 2024