The Stock Market in 2024
The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.
Finance Tips and Hidden Costs For Snowbirds
The number of snowbirds migrating to enjoy warmer temperatures, like Texas and Florida, for the winter continues to grow.
How Loss Aversion and the Sequence of Returns Impacts Us
It is far more important for investors to build a portfolio and financial plan that they can stick with through good and bad times, rather than a portfolio with the best theoretical returns.
Benefits of a Donor Advised Fund
One great option for combining charitable giving strategies and tax savings goals is a Donor Advised Fund, or DAF.
Perspective on the Soft Landing Debate
As the economy continues to take center stage in 2024, I wanted to offer perspective on the “soft landing” debate.
Should You Buy a Bitcoin ETF? (Video)
Check out our latest video, ‘Should You Buy a Bitcoin ETF?’ In this video, we will delve into the world of Bitcoin investment vehicles.
Can I Make A 529 Plan to Roth IRA Transfer in 2024?
To help clear up the question, “Can I Make A 529 Plan to Roth IRA Transfer in 2024?,” we put together this helpful guide.
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.
