How Middle East Conflicts Have Historically Impacted Markets

From the perspective of investors, it's always important to separate feelings and beliefs around politics and global matters from portfolio decisions.

Social Security & Medicare Changes for 2024

The Social Security Administration recently announced that benefits for 2024 will increase by 3.2%. This is a noticeable change from the 8.7% increase seen in 2023. It marked one of the largest increases in nearly 40 years.

3rd Quarter 2023 Market Review and Commentary

Our quarterly market review and commentary - 3rd Quarter of 2023, discussing and analyzing the markets and economy in the 3rd Quarter.

What’s Up With Your Bonds? (Video)

In this video we'll be discussing the current environment for bonds and how this all impacts your investment portfolio.

Roth IRAs / 401Ks and Why You Should Use Them (if possible)

Planning for retirement can be confusing, complicated, and a lot of times – overwhelming. One great tool that can be used to benefit retirees in the long run are Roth IRAs / Roth 401(k)s.

Understanding Social Security Benefit Taxation

Receiving Social Security benefits can be crucial for a comfortable retirement, but like almost every other form of income, these benefits are taxed by the government.

Consumers Faltering?

As long as Americans still spend on things like cars, houses, birthdays, and trips abroad, they create a significant tailwind against recession risks.

The Highest Real Yields Since 2009

Interest rates have swung wildly over the past two years in response to inflation, economic concerns, and market volatility.

The Importance of Investing Early

A fundamental key to success is simply to start saving early, stay invested, and remain focused on long-term financial goals.

Upsizing vs. Downsizing in Retirement

No matter whether you're downsizing or upsizing in retirement, the key is to plan early and plan carefully.

Financial Tips for Parents of College-Bound Children

As the summer season draws to a close and a new academic year looms ahead, it becomes crucial for parents with college-bound children to prioritize financial literacy.

Not Sure Where to Start With Money Management?

Managing your money can be a daunting task. You may not even know where to start when it comes to building and protecting wealth.

The Benefits of Working With a Wealth Manager for Your Financial Goals

A wealth manager can help you develop a comprehensive financial plan that considers all aspects of your finances, including retirement planning, investment management, risk management, estate planning, tax planning, company benefits analysis, and more.

Why Many Americans Retire Earlier Than Planned

Many Americans are deciding to retire earlier than initially planned, whether by choice or because of other circumstances.

How Our Personal Savings Affect the Economy in 2023

Healthy personal savings rates have helped to cushion consumer finances, although too much is bad for the economy.

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