What the Summer Market Rotation Means for You
The market rotation from large caps, especially technology and artificial intelligence stocks, and into other areas such as small caps, has driven market uncertainty higher.
Election, Rotation, and IT Outage
Election, Rotation, and IT Outage… Oh My. A lot has happened recently. What could all this mean for investors? Let’s discuss.
Mega Backdoor Roth Conversion: Could it Work for You?
If you’re like most people, you’d probably jump at the chance to supercharge your retirement savings in the most tax-advantaged way possible. Well, you could be in luck.
Monthly Market Update: Global Markets Trade Higher After April Sell-Off
The S&P 500 set a new all-time high in May after trading lower in April, as the technology-heavy Nasdaq 100 Index gained +6.2%.
Account Types & Asset Location
Choosing different types of investments is hard enough. Complicating matters further, now you have to decide which types of accounts to invest in.
Cash is Not a Long-Term Investment
In times of market uncertainty, investors often seek the comfort of cash. And while cash obviously plays a crucial role for any investor, it’s not a long-term investment.
Retiring Early? A Few Considerations
Early retirement may seem like a dream come true. However, you need to be well prepared if you want to hang up your hat early.
How the Costs and Benefits of College Affect Financial Plans
College represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or buying a home.
Social Security and Your Spouse
You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.
Your “Magic” Retirement Number?
Does the average American actually need $1.46 million to retire comfortably? What’s Your “Magic” Retirement Number?
How Taxes Affect the Stock Market
Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.
Most Stocks Are Bad Investments
This might sound a little strange coming from someone who invests other people’s money in the stock market, but it’s true – Most Stocks Are Bad Investments.
Why Does The Fed Even Matter?
The Federal Reserve has been in the headlines a lot lately (an understatement 😉) as analysts try to figure out when policymakers will cut interest rates.
How We Buy and Sell Homes Probably Just Changed Forever
Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.
Important Resources for Filing Your 2023 Tax Return
We’re in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
