Investments
Market Update October 2024: Shine On
If you were only listening to the talking heads on CNBC, you probably would have missed one of the biggest stories of the year – gold’s relentless +30% move higher [...]
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Market Update August 2024: Rocky with a Hint of Smoothness
What a wild month of August we are witnessing. From panic selling on Monday, August 5 to a solid rebound since then, investors are feeling the whipsaw action of [...]
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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
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
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
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 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
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 [...]
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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 [...]
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Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history for [...]
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Recent posts
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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
