5 Insights to Understand Markets in 2024

2023 marked an inflection point for markets with strong gains across both stocks and bonds. Here are 5 Insights to Understand Markets in 2024.

2024 Important Tax Numbers: A Handy Guide

To help you prepare for the coming tax season next year, we’ve created the two-page 2024 Important Tax Numbers summary guide.

Negotiating Your Next Mortgage

In the market for a new home? It's no secret that the days of 2-3% mortgage rates are over. And they may not be coming back any time soon.

Should You Accept A Free Credit Lock?

Here, we'll explore what a credit lock is, how it differs from a credit freeze, and whether or not it's a good idea to accept a free credit lock offer.

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.

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.

5 Insights for 4th Quarter 2023

As the 4th quarter of 2023 begins, markets are grappling with rising interest rates and continued economic uncertainty.

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.

What is The Fed, and What Do They Do?

If you’ve ever flicked over to a financial news channel, you’ve probably heard the term “the Fed.” But who, or what, exactly is the Fed?

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.

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.

Smart Credit Card Strategies for 2023

Here are some smart credit card strategies to help you pay down your debt and start taking control of your financial future.

Equity Compensation Foundations

Equity compensation is an attractive benefit that many companies offer to their employees. It can be a valuable way to reward and motivate employees by giving them a share of the company’s ownership.

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Week in Perspective: Stocks Startled by Inflation, Conflict [Apr. 15-2024] – VIDEO

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