After weeks of grandstanding, posturing, and wrangling, it looks like a bipartisan infrastructure deal that both parties can live with is in the works. Continue reading
A Tale of Two Infrastructure Deals
Financial Tips
The FAFSA Filing Deadline Is Approaching
Have you filled out your child or grandchild’s Free Application for Federal Student Aid (FAFSA) yet? The deadline Is approaching. Continue reading
Which Digital Payment App Is Right For You?
While paying online has become easier and more accessible over the years, the COVID-19 pandemic took virtual spending to an entirely new level. As more and more people are embracing this type of spending, the payment options are growing. Continue reading
Schwab Bank Pledged Asset Line® – A Flexible Credit Solution
As a full-service wealth management firm, we provide services for our clients beyond financial planning and investment management. Often times we will assist clients with their banking needs, including loans and lines of credit. Continue reading
Should You Use Fidelity’s BrokerageLink® Option?
If you are one of the 22 million investors with a retirement plan at Fidelity, you may have access to an option within your plan that could dramatically improve the success of your 401k. Fidelity’s BrokerageLink® option is a self-directed brokerage account within the 401k or 403b plan. In this article, you’ll learn what the BrokerageLink® option is and when it may make sense to take advantage of it. Continue reading
What Are SPACS, and Should We Invest in Them?
The financial press has generated excitement and controversy over the increase in SPACs (Special Purpose Acquisition Company). Continue reading
6 Tools to Safely Store Your Passwords Online
How many times have you gotten a reminder to update your password before it expires? Or to make sure your password contains a capital letter, number and symbol? While inconvenient at times, these are some of the crucial steps that come with keeping your personal information safe. Continue reading
Will Goodson In The News!
Our very own senior financial advisor, Will Goodson, CFP®, recently sat down with a KLTV reporter to discuss the recent round of government stimulus checks. Will discusses how individuals and families can best use these funds for saving and investing, and outlines the key ingredients for long-term financial planning. Continue reading
Stimulus Checks Are Arriving
One year into the pandemic, individuals everywhere are still experiencing emotional, physical, and economic implications. In an effort to ease the pandemic’s detrimental effects, the federal government has recently passed a third stimulus package called the American Rescue Plan Act. Continue reading
Scammers Are Getting Smarter: 5 Ways to Spot Them
Scammers: according to the CFA, they’ve recently gotten bolder in their extortion methods, impersonating law enforcement on the phone and even threatening people online. Continue reading