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Monday, May 18, 2026

Stocks were mixed last week as investors fretted over hot inflation reports, which offset the move in chipmaker stocks. The Standard & Poor’s 500 Index rose 0.13 percent, while the Nasdaq Composite Index edged down 0.08 percent. The...

Thursday, May 14, 2026

There’s a phrase we hear often—sometimes out loud, sometimes quietly in our own thoughts:“I’ll do it when the time is right.”When the market settles. When life slows down. When there’s more clarity.It sounds responsible. Thoughtful,...

Monday, May 11, 2026

Stocks rose last week as peace talks picked up while investors cheered better-than-expected economic news and Q1 corporate results. The Standard & Poor’s 500 Index advanced 2.33 percent, while the Nasdaq Composite Index rose 4.51...

Thursday, May 7, 2026

Life doesn’t always give us time to prepare. Whether it’s a divorce, the loss of a loved one, a job transition, or even a positive shift like a new marriage or relocation, major life changes can leave you feeling emotionally and...

Monday, May 4, 2026

Stocks advanced last week as investors moved past stalled progress in Middle East peace talks and refocused on corporate earnings. The Standard & Poor’s 500 Index rose 0.91 percent, while the Nasdaq Composite Index climbed 1.12...

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Thursday, April 30, 2026

If financial decisions were purely logical, most people would have no trouble saving, investing, or planning for the future.But as we all know—that’s not how real life works.Every day, we see thoughtful, intelligent people make...

Monday, April 27, 2026

Stocks were mixed last week as investors gauged potential outcomes of the Middle East conflict amid an ongoing ceasefire.The Standard & Poor’s 500 Index rose 0.55 percent, while the Nasdaq Composite Index advanced 1.50 percent. By...

Thursday, April 23, 2026

After decades of planning and putting money away, it would be easy for most people to shift from a savings mindset to a spending mindset. Yet one often overlooked aspect of retirement planning is making a retirement withdrawal strategy...

Monday, April 20, 2026

Stocks rallied last week as investor enthusiasm built for an end to the war in the Middle East and hopes of a resumption of normal global trade. The Standard & Poor’s 500 Index rose 4.54 percent, while the Nasdaq Composite Index picked...

Thursday, April 16, 2026

Many people view retirement planning as a milestone — something completed once a plan is established and retirement begins.In reality, retirement is a dynamic phase of life. Policies evolve, healthcare costs shift, tax rules change,...

Monday, April 13, 2026

Hope won out over fear last week as investors set their sights on a Middle East ceasefire holding and optimistic prospects for the Strait of Hormuz reopening.The Standard & Poor’s 500 Index rose 3.56 percent, while the Nasdaq Composite...

Thursday, April 9, 2026

Few financial decisions carry as much emotional weight as deciding when to claim Social Security.For many retirees, Social Security represents a meaningful portion of retirement income. Yet the question of when to claim often generates...

Monday, April 6, 2026

Stocks rose over the short trading week on fresh hopes for a quick end to the Middle East conflict, while March job growth was unexpectedly strong.The Standard & Poor’s 500 Index picked up 3.36 percent, while the Nasdaq Composite Index...

Thursday, April 2, 2026

Retirement planning often focuses on saving and investing, but eventually the conversation shifts from accumulation to distribution. One of the most important — and sometimes misunderstood — components of that transition involves...

Monday, March 30, 2026

Stocks ended a challenging week lower as investors' attention shifted from updates on ceasefire talks to concerns about the economic impact of a protracted conflict.The Standard & Poor’s 500 Index lost 2.12 percent, while the Nasdaq...

Thursday, March 26, 2026

When planning for retirement income, most conversations center around taxes, withdrawals, and long-term sustainability.What often catches retirees off guard, however, is Medicare.Many people assume their Medicare premiums are fixed or...

Monday, March 23, 2026

Another volatile week unfolded as rapid developments in the Middle East and public comments from leaders on the conflict see-sawed markets, leaving investors struggling to keep up with updates.The Standard & Poor’s 500 Index lost 1.89...

Thursday, March 19, 2026

Each year, many retirees wait to hear the announcement about the Social Security cost-of-living adjustment (COLA). When the percentage is released, it can feel reassuring — especially after a period of rising prices.But sometimes, when...

Monday, March 16, 2026

Stocks logged a third-straight down week as investors digested the latest news out of the Middle East, navigated more volatility, and mulled the latest economic data. The Standard & Poor’s 500 Index declined 1.60 percent, while the...

Thursday, March 12, 2026

If you’ve read recent headlines, there is a chance that you've seen some version of this:“Social Security Is Going Broke.” “Benefits Could Be Slashed.” “Act Now Before It’s Too Late.”It’s no surprise these messages may create anxiety....

Monday, March 9, 2026

Stocks fell last week as investors assessed the implications of a fresh Middle East conflict while digesting mixed reports on the jobs market.The Standard & Poor’s 500 Index fell 2.02 percent, while the Nasdaq Composite Index slid 1.24...

Thursday, March 5, 2026

Losing a spouse changes everything.The grief alone is disorienting. The paperwork, decisions, and financial questions that follow can feel unbearable. Many widows and widowers sit across from me and say the same thing:“I don’t even...

Monday, March 2, 2026

Stocks fell last week amid concerns about artificial intelligence (AI) and a warmer-than-expected reading of wholesale inflation. The Standard & Poor’s 500 Index fell 0.44 percent, while the Nasdaq Composite Index declined 0.95 percent...

Thursday, February 26, 2026

The beginning of a new year is a natural time to reset, refocus, and take a fresh look at your financial life. Whether you’re preparing for retirement, navigating career changes, or simply trying to feel more in control, getting...

Monday, February 23, 2026

Stocks ended a choppy four-session run in the green, with tech-led momentum earlier in the week prevailing over news of a slowing economy, sticky inflation, and geopolitical tensions.The Standard & Poor’s 500 Index advanced 1.07...

Thursday, February 19, 2026

Selecting a financial advisor is an important personal decision, and it’s common for individuals to feel unsure about where to begin. With so many professionals and specialties in the financial industry, understanding what to look...

Tuesday, February 17, 2026

Stocks fell last week as investors reacted to mixed economic data and concerns over signs of broadening AI disruption of business models.The Standard & Poor’s 500 Index fell 1.39 percent, while the Nasdaq Composite Index declined 2.10...

Thursday, February 12, 2026

As we move through another tax season, it’s easy to think of taxes as a once-a-year task — something to revisit each spring as April 15 approaches. While proper tax preparation is essential, it’s only one piece of a larger financial...

Monday, February 9, 2026

Stocks were mixed last week, with broad gains on Monday and Friday bookending midweek selling pressure as investors digested earnings results from more than 100 S&P 500 companies.The Standard & Poor’s 500 Index ended the week roughly...

Thursday, February 5, 2026

Not everyone receives a predictable paycheck. Business owners, commission-based professionals, independent contractors, and individuals with seasonal or variable income often experience fluctuations that can make long-term planning...

Thursday, January 29, 2026

When it comes to personal finances, consistency often matters more than complexity. Rather than revisiting everything once a year—or only when something changes—breaking financial planning into manageable, quarterly check-ins can help...

Monday, January 26, 2026

Markets ended a short but eventful week slightly lower amid geopolitical tensions and fresh tariff threats. However, constructive economic news appeared to buoy spirits as the week progressed.The Standard & Poor’s 500 Index fell 0.35...

Thursday, January 22, 2026

Stepping into a caregiving role can be one of the most meaningful decisions a person makes. It’s also one of the most challenging—emotionally, physically, and financially. Whether you’re caring for a parent, spouse, or another loved...

Tuesday, January 20, 2026

Stocks ended last week with modest losses after a volatile five days of market-moving economic data, geopolitics, and Fed drama.The Standard & Poor’s 500 Index slid 0.38 percent, while the Nasdaq Composite Index skidded 0.66 percent....

Thursday, January 15, 2026

Creating an estate plan is an important step in protecting the people and priorities that matter most to you. But many people assume that once the documents are signed, the work is complete. In reality, an estate plan is something that...

Monday, January 12, 2026

Stocks posted solid gains in an action-packed week of market-moving economic data, geopolitical news, and bullish new year sentiment.The Standard & Poor’s 500 Index gained 1.57 percent, while the Nasdaq Composite Index added 1.88...

Thursday, January 8, 2026

Retirement planning is never a one-size-fits-all process, and 2026 is no exception. New economic realities, evolving tax policies, and shifting longevity trends continue to reshape how individuals think about their future. While some...

Monday, January 5, 2026

Stocks trended lower last week amid signs of year-end profit-taking and some sour investor sentiment over the Fed meeting minutes.The Standard & Poor’s 500 Index fell 1.03 percent, while the Nasdaq Composite Index lost 1.52 percent....

Thursday, January 1, 2026

As the calendar turns to 2026, many of us feel that familiar pull toward renewal—a chance to reset habits, reimagine goals, and build momentum toward a more confident financial future. Whether you’re preparing for retirement,...

Monday, December 29, 2025

Stocks delivered for investors last week as positive economic data and bullish holiday cheer powered the start of a “Santa Claus rally” past consumer bah humbug sentiment.The Standard & Poor’s 500 Index rose 1.40 percent, while the...

Friday, December 26, 2025

As someone who’s dug in for decades helping clients navigate complex financial-planning issues, I see a recurring question from higher-income earners: “I make too much to contribute directly to a Roth IRA—am I out of luck?” The answer:...

Monday, December 22, 2025

Stocks posted a slight gain last week as mixed jobs data triggered some selling pressure before a cooling inflation report helped stocks recover.The Standard & Poor’s 500 Index inched ahead 0.10 percent, while the Nasdaq Composite...

Thursday, December 18, 2025

The holidays bring so many wonderful things — family gatherings, shared meals, thoughtful gifts, and the kind of laughter that lingers long after the wrapping paper is gone. Amid all the joy and celebration, it’s also a perfect time to...

Monday, December 15, 2025

Stocks ended last week mixed. A widely anticipated Federal Reserve decision on interest rates and a rotation into non-tech areas helped push the Dow Industrials higher, while the broader market and technology stocks lagged behind. The...

Thursday, December 11, 2025

Finish the year with intention with these important steps. As 2025 comes to a close, now is a great time to pause, reflect, and take a few simple steps to check in on your finances before year-end. A little attention now can help you...

Monday, December 8, 2025

Stock prices pushed higher last week, notching multiple records along the way as employment and inflation data took center stage in anticipation of the Fed’s upcoming meeting. The Standard & Poor’s 500 Index rose 0.31 percent, while...

Thursday, December 4, 2025

Retirement isn’t just about leaving work behind—it’s about moving toward something meaningful. Whether it’s traveling, learning new skills, contributing to your community, or spending more time with family, having a sense of purpose provide

Monday, December 1, 2025

Stocks pushed higher over the holiday week as investors' hopes for a Fed rate adjustment drove bullish sentiment. The Standard & Poor’s 500 Index rose 3.73 percent, while the Nasdaq Composite Index rallied 4.91 percent. The Dow Jones...

Friday, November 28, 2025

WTF: What the Fiduciary?!".....A Potential Advantage in Your Financial Journey "WTF?" you might be thinking, and we don't blame you. "Fiduciary" is an elusive term that's been dodging understanding since 1631. But today we're going to...

Monday, November 24, 2025

Heightened volatility was on Wall Street’s mind last week, as investors continued to focus on valuations of artificial intelligence (AI) stocks. The Standard & Poor’s 500 Index fell 1.95 percent, while the Nasdaq Composite Index...

Thursday, November 20, 2025

The Role of Emotional Spending in Relationships Money can be a touchy subject in any relationship, especially when emotional spending becomes a factor. Emotional spending—purchasing goods or services to satisfy emotional needs rather...

Monday, November 17, 2025

Stocks ended mixed after a nail-biting week for investors, who grew anxious over megacap tech valuations and interest rates as the government shutdown came to an end. The Standard & Poor’s 500 Index edged up 0.08 percent, while the...

Thursday, November 13, 2025

We’ve all felt it—the Fear of Missing Out, or FOMO. It’s that emotional itch when you hear about the “next big thing” or see headlines touting record-breaking gains in a hot stock, cryptocurrency, or trend. It’s human nature to want in...

Tuesday, November 11, 2025

As you approach retirement, understanding Medicare is a beneficial tool for protecting both your health and your finances.

Monday, November 10, 2025

Stocks hit a rough patch last week as fresh labor market data, low consumer sentiment, and the ongoing government shutdown unnerved investors. The Standard & Poor’s 500 Index declined 1.63 percent, while the Nasdaq Composite Index...

Thursday, November 6, 2025

As a small business owner, you wear a lot of hats—leader, innovator, problem solver, and often, the go-to for everything. Balancing all these roles can be a challenge, especially when it comes to navigating both your business and...

Tuesday, November 4, 2025

Navigating Medicare can be confusing, especially when you start hearing about Medigap, Medicare Advantage, and Parts A through D. If you’ve ever wondered what Medigap actually is — and whether it might be right for you — this quick...

Monday, November 3, 2025

Stocks rose last week as trade developments, positive Q3 corporate results, and momentum in megacap tech drove another rally, despite some cautious comments from the Fed. The Standard & Poor’s 500 Index gained 0.71 percent, while the...

Thursday, October 30, 2025

Charitable giving is a meaningful way to reflect personal values and create a legacy beyond family and finances. For many individuals, integrating charitable giving into an estate plan helps support causes that matter most—whether during li

Tuesday, October 28, 2025

More Americans are choosing to work well past 65—and that decision can impact when and how they enroll in Medicare. If you or your spouse are still working and covered by an employer-sponsored health plan, you may be able to delay...

Monday, October 27, 2025

Stocks rose last week thanks to a full slate of upbeat third-quarter corporate results and mild inflation data, which helped soften concerns over trade tensions with China. The Standard & Poor’s 500 Index gained 1.92 percent, while...

Thursday, October 23, 2025

Losing a loved one is among the most difficult moments life brings. In the midst of grief, it’s easy to feel overwhelmed by the responsibilities that come next—many of which must be addressed quickly. While nothing can ease the...

Tuesday, October 21, 2025

Navigating healthcare in retirement can feel overwhelming—especially if you’re a veteran who may qualify for both Medicare and Veterans Affairs (VA) benefits. Understanding how these programs work separately—and together—can help you...

Monday, October 20, 2025

Stocks pushed higher last week, buoyed by strong third-quarter results posted by several money center banks. The Standard & Poor’s 500 Index gained 1.70 percent, while the Nasdaq Composite Index rose 2.14 percent. The Dow Jones...

Thursday, October 16, 2025

A growing number of families are reconsidering their approach to estate strategy. While wills and trusts have traditionally handled wealth transfer at death, more individuals are incorporating lifetime gifting as a strategic element...

Tuesday, October 14, 2025

Starting tomorrow, October 15, Medicare’s Annual Enrollment Period (AEP) officially begins. This window, which runs through December 7, is an important time for both current Medicare participants and those who are new to Medicare...

Monday, October 13, 2025

Stocks fell last week amid concerns about trade with China, following an unsteady rally to record highs over the first half of the week. The Standard & Poor’s 500 Index fell 2.43 percent, while the Nasdaq Composite Index declined 2.53...

Thursday, October 9, 2025

Retirement isn't just an ending—it's a new beginning. For years, your schedule may have been defined by deadlines, meetings, and responsibilities. And now, you're faced with something both exciting and unfamiliar: time. But how do you...

Tuesday, October 7, 2025

How long has it been since you last reviewed your Medicare policy? With the Annual Enrollment Period (AEP) quickly approaching, now is the time to take a closer look at your coverage and determine whether it still fits your needs. From...

Monday, October 6, 2025

Stocks rose last week, looking past the government shutdown and apparently discounting any impact it may have on the economy. The Standard & Poor’s 500 Index moved up 1.08 percent, while the Nasdaq Composite Index rose 1.32 percent....

Thursday, October 2, 2025

The final months of the year can sneak up quickly, and with them come deadlines, decisions, and distractions. Before the holiday season takes over your calendar, fall can be a valuable window to revisit your financial strategy and make...

Tuesday, September 30, 2025

Your healthcare needs, prescriptions, and budget can change from year to year — and so can Medicare plans. Insurance providers regularly update costs, coverage options, and drug formularies. What worked for you this year may not be the...

Monday, September 29, 2025

Stocks fell last week, buffeted by concerns about stock price valuations and a possible government shutdown. The Standard & Poor’s 500 Index declined 0.31 percent, while the Nasdaq Composite Index lost 0.65 percent. The Dow Jones...

Thursday, September 25, 2025

Scammers are getting smarter — and their messages are getting more convincing. Whether it’s a text pretending to be from your bank or an email that almost looks legit, these phishing attempts are designed to trick you into giving up...

Monday, September 22, 2025

Stocks posted solid gains last week, propelled by the Fed’s decision to cut short-term interest rates. The Standard & Poor’s 500 Index rose 1.22 percent, while the Nasdaq Composite Index climbed 2.21 percent. The Dow Jones Industrial...

Thursday, September 18, 2025

When most people think about retirement planning, their minds go straight to saving and investing. How much do I need to retire? Am I contributing enough to my 401(k)? Will Social Security still be around? But there’s another piece of...

Monday, September 15, 2025

Stocks posted a solid gain last week, riding a rally in megacap tech stocks while overcoming interest rate anxiety, a downward revision to jobs data, and mixed inflation reports. The Standard & Poor’s 500 Index rose 1.59 percent,...

Thursday, September 11, 2025

For many people in their 50s and early 60s, retirement is a concept that’s starting to take shape—but it’s not quite here yet. You’re likely still working, saving diligently, and eyeing that retirement horizon. But one question we...

Monday, September 8, 2025

Stocks made gains last week, even as megacap tech gains outweighed economic concerns. The Standard & Poor’s 500 Index advanced 0.33 percent, while the Nasdaq Composite Index rose 1.14 percent. The Dow Jones Industrial Average...

Thursday, September 4, 2025

Retirement often marks a new beginning—a time to slow down, travel more, and focus on the things that truly matter. For many, that also means it’s time to evaluate living space and consider whether downsizing makes sense. Whether your...

Tuesday, September 2, 2025

Stocks ended the week slightly lower as mixed economic data led to some profit-taking by investors ahead of the holiday weekend. The Standard & Poor’s 500 Index edged down 0.10 percent, while the Nasdaq Composite Index slipped 0.19...

Thursday, August 28, 2025

When most people think about Social Security, they think of their own retirement benefit. But if you're married, divorced, or widowed, there's more to the picture—and leaving benefits on the table could mean missing out on thousands of...

Monday, August 25, 2025

Stocks were mixed last week despite a powerful Friday rally sparked by Federal Reserve Chair Jerome Powell, who opened the door to adjusting short-term interest rates. The Standard & Poor’s 500 Index picked up 0.27 percent while the...

Thursday, August 21, 2025

When a loved one leaves you an IRA, it’s not just a generous gift—it also comes with some important rules. Thanks to the SECURE Act (passed in 2019), the rules around inherited IRAs changed significantly, especially for non-spouse...

Monday, August 18, 2025

Stocks rose last week despite mixed signals on inflation as investors kept one eye on the Fed’s September meeting. The Standard & Poor’s 500 Index advanced 0.94 percent, while the Nasdaq Composite Index added 0.81 percent. The Dow...

Thursday, August 14, 2025

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, brings several permanent and temporary changes to tax laws that could affect your financial and retirement planning. Here are some notable takeaways: Tax Brackets...

Monday, August 11, 2025

Stocks rebounded last week as investor optimism for a September rate adjustment and strong Q2 corporate results overcame the rollout of fresh tariffs. The Standard & Poor’s 500 Index rose 2.43 percent, while the Nasdaq Composite Index...

Thursday, August 7, 2025

The Two Questions Every Investor Should Ask  The traditional financial industry is built on a surprising and often overlooked conflict: most financial professionals aren’t required to put your interests first. 

Monday, August 4, 2025

Stocks fell last week as investors assessed progress on trade negotiations, new U.S. tariffs, and fresh data on the U.S. economy. The Standard & Poor’s 500 Index fell 2.36 percent, while the Nasdaq Composite Index declined 2.17...

Thursday, July 31, 2025

Back-to-school season can be an exciting time filled with fresh starts, new school supplies, and the anticipation of the year ahead. However, it can also bring financial stress as families navigate the costs of clothes, technology,...

Monday, July 28, 2025

Expectation-beating Q2 results from several companies, trade updates, and investor optimism for more trade agreements pushed market averages to solid gains. The Standard & Poor’s 500 Index advanced 1.46 percent, while the Nasdaq...

Thursday, July 24, 2025

Spoiler: It’s Not Just a Spreadsheet When people hear “financial plan,” many picture a dense document full of numbers, pie charts, and projections they’ll never look at again. And we get it—financial planning can sound intimidating,...

Monday, July 21, 2025

Stocks were mixed last week, battling through tariff talk while responding to upbeat quarterly corporate reports and a trove of updates on the economy. The Standard & Poor’s 500 Index rose 0.59 percent, while the Nasdaq Composite...

Thursday, July 17, 2025

What TikTok and Instagram Won’t Tell You About Your Money Scrolling through social media, it seems like everyone is suddenly a financial guru. From TikTok creators promising instant wealth through crypto to Instagram influencers...

Monday, July 14, 2025

Stocks were slightly lower last week, while looking past news of fresh U.S. tariffs on nearly two dozen countries. The Standard & Poor’s 500 Index fell 0.31 percent, while the Nasdaq Composite Index edged lower by 0.08 percent. The...

Thursday, July 10, 2025

One of the most meaningful gifts you can leave your loved ones is a well-organized estate strategy that clearly outlines your wishes. While it’s not always easy to think about the future in this way, taking action now can help protect...

Monday, July 7, 2025

Trade developments and continued momentum pushed all three major averages to modest gains again for a shortened holiday trading week. The Standard & Poor’s 500 Index rose 1.72 percent, while the Nasdaq Composite Index added 1.62...

Thursday, July 3, 2025

In a world where financial independence is a cornerstone of freedom and opportunity, mentoring the next generation of young women to overcome financial biases is both a privilege and a responsibility. By fostering financial resilience...

Monday, June 30, 2025

Stocks staged a broad-based rally last week on investors’ hopes for a lasting Middle East ceasefire, hitting fresh record highs along the way. The Standard & Poor’s 500 Index rose 3.44 percent, while the Nasdaq Composite Index added 4...

Thursday, June 26, 2025

Having a child is one of life’s most exciting and transformative experiences. It’s also one of the most financially significant. From prenatal care to college tuition, the costs of raising a child add up quickly. Thoughtful financial...

Monday, June 23, 2025

Stocks were mixed during the holiday-shortened trading week as uncertainty over conflict in the Middle East weighed on investors. The Standard & Poor’s 500 Index slipped by 0.15 percent, while the Nasdaq Composite Index rose by 0.21...

Thursday, June 19, 2025

Starting a new job or taking a fresh look at your finances? If you’ve heard about a 401(k) but aren’t exactly sure how it works, you’re not alone. Understanding the basics of this powerful retirement tool can set you on the path toward...

Monday, June 16, 2025

Stocks fell last week as an up-and-down mix of trade progress and anxiety, economic news, and geopolitical tensions netted out. The Standard & Poor’s 500 Index slid 0.39 percent, while the Nasdaq Composite Index slipped 0.63 percent....

Thursday, June 12, 2025

For many women, caregiving is a central role—whether it’s raising children, caring for aging parents, or supporting a partner. While caregiving can be deeply fulfilling, it often comes with financial challenges. Stepping into the role...

Monday, June 9, 2025

Stocks rallied last week as investors responded to upbeat economic data and easing trade tensions. The Standard & Poor’s 500 Index added 1.50 percent, while the Nasdaq Composite Index rose 2.18 percent. The Dow Jones Industrial...

Sunday, June 8, 2025

On May 26th the Dow Jones Industrial Average (DJIA) celebrated its 129th birthday, a milestone for one of the most iconic stock market indices in the world! First calculated on May 26, 1896, by Charles Dow—co-founder of the Wall Street...

Thursday, June 5, 2025

Inheritances can be tricky. They can be a blessing, a burden, or a bit of both, depending on the circumstances. The process of receiving an inheritance can vary wildly—from a simple signature on a dotted line to drawn out, multiyear...

Monday, June 2, 2025

Stocks advanced over the short trading week, bolstered by a possible trade deal with the European Union (EU) and an upbeat corporate report from a mega-cap tech company that creates semiconductors used in the creation of artificial...

Thursday, May 29, 2025

A 529 plan is a fantastic tool for saving for education, offering tax advantages and flexibility. But what happens if there’s money left over after college? Whether your student received scholarships, finished under budget, or didn’t...

Tuesday, May 27, 2025

Stocks moved lower last week as fiscal fears and fresh tariff threats loomed over market sentiment. The Standard & Poor’s 500 Index fell 2.61 percent, while the Nasdaq Composite Index dropped 2.47 percent. The Dow Jones Industrial...

Thursday, May 22, 2025

When creating an estate plan, most people focus on big-ticket items like real estate, bank accounts, and investments. However, two often-overlooked components— a tangible property list and a funeral instruction letter—can make a...

Monday, May 19, 2025

Stocks roared higher last week, powered by upbeat trade news and tame inflation reports. The Standard & Poor’s 500 Index rose 5.27 percent, while the Nasdaq Composite Index spiked 7.15 percent. The Dow Jones Industrial Average added 3...

Thursday, May 15, 2025

When people think of wealth management, investments often come to mind first. While managing stocks, bonds, and mutual funds is important, true financial well-being requires a much broader approach. A strong wealth management strategy...

Monday, May 12, 2025

Stocks were mixed last week as volatility dropped despite ongoing trade concerns and the Federal Reserve's update on short-term rates. The Dow Jones Industrial Average added 0.16 percent, while the Standard & Poor’s 500 Index lost 0...

Thursday, May 8, 2025

Wedding season is upon us, and while saying “I do” is one of life’s most memorable moments, it can also become one of the most expensive. The good news? Planning a beautiful wedding doesn’t have to mean taking on a mountain of debt....

Tuesday, May 6, 2025

If recent headlines and the market's pullback have you feeling uneasy, you’re not alone. Times like these can test even the most seasoned investors. But as legendary investor Sir John Templeton once said, “The four most dangerous words...

Monday, May 5, 2025

Stocks pushed higher last week as investors cheered the White House’s constructive comments on trade, upbeat Q1 corporate reports, and an encouraging jobs report. The Standard & Poor’s 500 Index gained 2.92 percent, while the Nasdaq...

Thursday, May 1, 2025

Retirement is often seen as the ultimate goal—a time to relax, travel, and enjoy the fruits of decades of hard work. But as you approach retirement, it’s essential to take a closer look at your plans to ensure you’re truly ready. A...

Monday, April 28, 2025

Stocks pushed higher last week, spurred by the White House's reassuring comments that progress was being made with trade talks. The Standard & Poor’s 500 Index gained 4.59 percent, while the Nasdaq Composite Index picked up 6.73...

Thursday, April 24, 2025

In moments of joy, stress, or sadness, many of us turn to spending as a way to cope. Whether it’s a celebratory splurge or a “retail therapy” binge, emotional spending can feel satisfying in the moment but often leads to regret when the...

Tuesday, April 22, 2025

If recent headlines and market activity have left you feeling uneasy, you’re not alone. The past few weeks have delivered a whipsaw of highs and lows in the markets, reminding us that volatility—while uncomfortable—is also a normal...

Thursday, April 17, 2025

More and more people are asking about long-term care—what it is, how it works, and what options are available. If you or a loved one are thinking about this, you’re not alone. Here’s the reality: If you’re turning 65 today, there’s...

Monday, April 14, 2025

Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation. The Standard & Poor’s 500 Index rose 5.70 percent, while the Nasdaq Composite Index gained 7...

Thursday, April 10, 2025

Reaching your 40s or 50s is often a time of reflection—both personally and financially. For many, this stage of life serves as a wake-up call to evaluate whether they’re truly prepared for the retirement they envision. A financial...

Thursday, April 3, 2025

As the flowers bloom and the days grow longer, spring offers the perfect opportunity to refresh not only your home but also your finances. April is Financial Literacy Month, making it the opportune time to take actionable steps toward...

Monday, March 31, 2025

Stocks moved lower last week as investors swung from exuberance to disappointment on news over tariffs and inflation. The Standard & Poor’s 500 Index fell 1.53 percent, while the Nasdaq Composite Index retreated 2.59 percent. The Dow...

Thursday, March 27, 2025

Life has a way of throwing curveballs, even when you think you’re in the home stretch of your career. If you find yourself facing an unexpected job loss, career shift, or early retirement just a few years before you planned to exit the...

Monday, March 24, 2025

Stocks notched a solid gain last week as upbeat comments from the Fed helped stocks snap their four-week losing streak. The Standard & Poor’s 500 Index rose 0.51 percent, while the Nasdaq Composite Index picked up 0.17 percent. The...

Thursday, March 20, 2025

When it comes to estate planning, one question pops up time and time again: Do I need a Trust? The short answer is no—not everyone needs a Trust. But that doesn’t mean they’re not incredibly useful for some people. Trusts can solve a...

Monday, March 17, 2025

Investors endured another volatile, whipsaw week as ongoing trade talks and White House comments about the economy unsettled investors. The Standard & Poor’s 500 Index declined 2.27 percent, while the Nasdaq Composite Index dropped 2...

Thursday, March 13, 2025

Not all financial advice stands the test of time. Some rules that once made sense are no longer practical in 2025. The financial landscape has evolved and blindly following outdated advice could be costing you opportunities to build...

Monday, March 10, 2025

Stocks continued their slide through a volatile week. U.S. trade policy drove much of the market’s movement, broadening investors' concerns about economic growth and inflation. The Standard & Poor’s 500 Index declined 3.10 percent,...

Thursday, March 6, 2025

Financial independence is a cornerstone of empowerment, providing freedom, security, and the ability to make life choices without undue financial stress. Yet, for many women, achieving financial independence involves overcoming unique...

Monday, March 3, 2025

Stocks were mixed last week as investor concerns over inflation and trade policy combined to produce another volatile trading week. The Dow Jones Industrial Average rose 0.95 percent, while the Standard & Poor’s 500 Index lost 0.98...

Thursday, February 27, 2025

Your 20s and 30s are filled with milestones: starting your career, moving into your first home, and maybe even starting a family. It’s also the ideal time to set yourself up for long-term financial success. By establishing good habits...

Monday, February 24, 2025

Stocks fell last week as concerns about sticky inflation and the pace of economic growth rattled investors. The Standard & Poor’s 500 Index declined 1.66 percent, while the Nasdaq Composite Index dropped 2.51 percent. The Dow Jones...

Thursday, February 20, 2025

Retirement is no longer a one-size-fits-all concept. For many, the idea of transitioning into retirement gradually—through part-time work or consulting—offers the perfect balance between financial security and personal fulfillment....

Tuesday, February 18, 2025

Stocks advanced last week despite some intra-week volatility as investors showed concern about the economy's strength. The Standard & Poor’s 500 Index gained 1.47 percent, while the Nasdaq Composite Index picked up 2.58 percent. The...

Thursday, February 13, 2025

Retirement planning is a long-term journey that requires careful thought, mutual understanding, and a willingness to overcome challenges. However, when two people are involved, emotional and cognitive biases often sneak into the...

Monday, February 10, 2025

Stocks posted modest losses last week as tariff deals, January jobs data, and Q4 corporate reports injected volatility into markets. The Standard & Poor’s 500 Index slipped 0.24 percent, while the Nasdaq Composite Index lost 0.53...

Thursday, February 6, 2025

This isn’t a political post, just using the news to explain a bit of economics. Tariffs add a cost surplus in the form of an added tax for an imported product. This cost surplus is added to the entire chain between the original...

Monday, February 3, 2025

Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard & Poor’s 500 Index fell 1.00 percent while the Nasdaq...

Thursday, January 30, 2025

As a financial advisor, I’ve witnessed the transformative power of proactive communication within families when it comes to estate planning. A family meeting dedicated to discussing your estate plan, investments, and intentions for...

Monday, January 27, 2025

Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500 Index gained 1.74 percent, while the Nasdaq...

Thursday, January 23, 2025

3 Keys to Effective Retirement Income Planning You’ve spent years building your savings and preparing for retirement. Now that it’s just around the corner, it’s time to shift your mindset from accumulating wealth to generating...

Monday, January 20, 2025

Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose 2.91 percent, while the Nasdaq Composite Index advanced 2.45 percent. The Dow...

Thursday, January 16, 2025

Imagine turning wealth planning into a manageable process with tasks divided throughout the year. This guide provides a month-by-month breakdown of key deadlines and practical steps to help you stay organized in 2025. Your future self...

Monday, January 13, 2025

Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent, while the Nasdaq Composite Index dropped 2.34 percent. The...

Thursday, January 9, 2025

When it comes to retirement, Social Security is often misunderstood or underestimated. But the truth is that Social Security can play a vital role in your financial strategy, no matter your income level or net worth. Here are some...

Monday, January 6, 2025

Stocks edged lower last week despite a powerful end-of-week rally. The Standard & Poor’s 500 Index lost 0.48 percent, while the Nasdaq Composite Index slid 0.51 percent. The Dow Jones Industrial Average fell 0.60 percent. The MSCI...

Thursday, January 2, 2025

Divorce is one of the most stressful life events. Even the most amicable splits can be complicated and emotionally draining. It is also a time when financial decisions impact spouses and children for years to come. With everything a...

Tuesday, December 31, 2024

Stocks notched a slight gain over the holiday week. A tech-driven rally in the first half of the week was clawed back in the second half as investors took profits following the market holiday. The Standard & Poor’s 500 Index advanced...

Thursday, December 26, 2024

As we wrap up 2024 and approach the holiday season, I wanted to share some key takeaways from this year's financial landscape and offer a glimpse into what we might expect in 2025. This year brought significant developments, including...

Monday, December 23, 2024

Stocks were under pressure last week as the Fed Chair's hawkish comments unsettled investors ahead of the holiday season. The Dow Jones Industrial Average received the hardest hit, falling 2.25 percent. The Standard & Poor’s 500 Index...

Thursday, December 19, 2024

When planning for financial security, it's crucial to understand the distinction between a rainy day fund and an emergency fund. Though often used interchangeably, these two funds serve different purposes and play unique roles in...

Monday, December 16, 2024

Stocks finished the week mixed, bookending losses around midweek gains as investors digested fresh inflation data. The Standard & Poor’s 500 Index slipped 0.64 percent, while the Nasdaq Composite Index ticked up 0.34 percent. The Dow...

Thursday, December 12, 2024

Are you saving for the future? If you’ve been meaning to save more for the future, but aren’t sure how to begin, don’t panic. You’re in good company. Many Americans (even those in higher income brackets) live paycheck to paycheck with...

Monday, December 9, 2024

Stocks were mixed during the first trading week of December. Technology stocks led, while the widely followed Dow Jones Industrial Average struggled. The tech-heavy Nasdaq Composite Index picked up 3.34 percent while the Dow...

Thursday, December 5, 2024

Do you know who the biggest owners of Apple (AAPL) stock are? If you look it up, you will see that the top three are Vanguard, who owns 8.7%, Blackrock who owns 6.9%, and State Street who owns 3.5%. Now look up Microsoft (MSFT) and you...

Monday, December 2, 2024

Stocks posted solid gains over a short and busy holiday week as investors parsed fresh economic data, comments on potential future trade policy, and a few Q3 reports from technology companies. The Standard & Poor’s 500 Index gained 1...

Tuesday, November 26, 2024

Find health coverage and plan your transition to Medicare as your 65th birthday approaches.... If you’re planning on retiring early, finding health insurance to cover you until you’re ready for Medicare is likely an important part of...

Monday, November 25, 2024

Stocks advanced last week, powering ahead with pre-holiday optimism despite geopolitical tensions and two disappointing Q3 corporate updates. The Standard & Poor’s 500 Index rose 1.68 percent, while the Nasdaq Composite Index gained 1...

Thursday, November 21, 2024

Identity theft can happen to anyone, and its impact can be devastating. Recently, we had a client who experienced this distressing situation firsthand. Let’s call him Mike. When Mike discovered that someone had stolen his identity, he...

Tuesday, November 19, 2024

Follow these steps if you plan to delay Medicare while you work past the age of 65: You may want to delay enrolling in Medicare if you or your spouse are still working, and you have health insurance through that employer. This may be a...

Monday, November 18, 2024

Stocks fell last week as the postelection rally lost momentum amid an inflation uptick and cautious comments from Fed officials. The Standard & Poor’s 500 Index fell 2.08 percent, while the Nasdaq Composite Index declined 3.15 percent...

Thursday, November 14, 2024

Money can be a touchy subject, especially in our closest relationships. It’s also inescapable—like it or not, finances are integral to our partnerships, families, and even friendships. So, how can we foster healthy attitudes and...

Tuesday, November 12, 2024

Follow these 5 steps when switching to Medicare from employer health insurance: Start planning before you turn 65 — even if you want to work past 65. Decide whether your employer coverage is still right for you. Decide when to sign up...

Monday, November 11, 2024

Stocks surged higher last week, fueled by the Fed’s rate cut decision and post-election enthusiasm as investors looked to future policy impacts of a Republican-controlled Senate and executive branch. (The House of Representatives...

Thursday, November 7, 2024

The holiday season brings joy, togetherness, and a bit of chaos. For many, it’s also a time of financial stress—an easy time to make decisions we later regret. As a financial advisor, I often see how well-intentioned spending can...

Tuesday, November 5, 2024

As a financial advisor, I understand that Presidential Election Day can bring a mix of emotions and uncertainty, not just for the future of the country, but also for your investments. It’s natural to wonder how the outcome might impact...

Monday, November 4, 2024

Stocks slid last week as mixed economic data and strong-but-not-spectacular Q3 corporate reports failed to inspire investors. The Standard & Poor’s 500 Index fell 1.36 percent, while the Nasdaq Composite Index declined 1.50 percent....

Sunday, November 3, 2024

As we enter the 2024 political season, the airwaves and digital spaces will be filled with a barrage of opinions, analyses, and forecasts. This period is notorious for its high volume of "spin" and "noise," which can obscure the facts...

Thursday, October 31, 2024

Stop me if you've heard this one before–“You may care more about the outcome of the presidential election than your portfolio.” As a rule, I avoid discussing politics, but I find it important to contribute some insights as we enter the...

Tuesday, October 29, 2024

To make sure you have the right Medicare coverage, you should review your plan every year. If you don’t give your plan a check-up, you may discover that your current plan raised costs more than you expected or stopped covering one of...

Monday, October 28, 2024

Stocks were mixed last week as fresh economic data points and election-related uncertainty slowed market momentum. The Standard & Poor’s 500 Index fell 0.96 percent, while the Nasdaq Composite Index rose 0.16 percent. The Dow Jones...

Thursday, October 24, 2024

As we gear up for another round of elections, Americans may be feeling anxious, overwhelmed, or even "checked out." These feelings are understandable given the uncertainties around what lies ahead—whether it’s the market, global...

Tuesday, October 22, 2024

Healthcare costs make up a large (and growing) portion of your annual expenses. But finding the right Medicare plan to protect you doesn’t happen by accident. If you want coverage beyond Original Medicare, you will have to make a...

Monday, October 21, 2024

Stocks posted modest gains last week, with quarterly earnings season in full swing and the election on the horizon. The Standard & Poor’s 500 Index increased 0.85 percent, while the Nasdaq Composite Index rose 0.80 percent. The Dow...

Thursday, October 17, 2024

As we approach the 2024 election, many investors are understandably anxious about how political shifts might impact the stock market. However, history tells a different story. Look at this chart from YCharts and see how the market has...

Tuesday, October 15, 2024

People with Medicare who want additional coverage, more peace of mind, or lower healthcare costs can consider enrolling in Medicare Advantage Plans, Medicare Part D Prescription Drug coverage or Medicare Supplement Insurance (Medigap)...

Monday, October 14, 2024

Stocks advanced last week despite mixed inflation data, lurching oil prices, and lingering anxiety about the Middle East. The Standard & Poor’s 500 Index gained 1.11 percent, while the Nasdaq Composite rose 1.13 percent. The Dow Jones...

Thursday, October 10, 2024

As "The Black Swan" author Nassim Taleb aptly points out.... “Our track record in figuring out significant rare events in politics and economics is not close to zero; it is zero” (Antifragile, pg. 150). Forecasting the financial impact...

Monday, October 7, 2024

Stocks were essentially unchanged last week as geopolitical tensions added some volatility to an otherwise quiet trading week. The Dow Jones Industrial Average was flat (+0.09 percent), while the Standard & Poor’s 500 Index ticked up...

Thursday, October 3, 2024

As we approach the 2024 presidential election, some may wonder about its potential impact on their finances. While elections are undoubtedly important, we’ve done some homework and come to the following conclusion: you may care...

Monday, September 30, 2024

Stocks moved higher last week, continuing to build on the momentum generated after the Federal Reserve decided to cut short-term rates by 0.50 percent. The Standard & Poor’s 500 Index gained 0.59 percent, while the Nasdaq Composite...

Thursday, September 26, 2024

"Never underestimate the power of doing nothing." - Winnie the Pooh As the 2024 election approaches, the political noise is deafening. Campaigns are in full swing, pundits are making predictions, and market analysts are offering...

Monday, September 23, 2024

Stocks moved higher last week after the Federal Reserve’s half-point rate cut, bolstered by multiple data points supporting a cooling but still strong economy and decelerating inflation. The Standard & Poor’s 500 Index gained 1.36...

Thursday, September 19, 2024

As we head into this season of unknowns, we might do well to remember the old Parisian motto: Rocked by waves but does not sink. We simply adjust our sails. Here’s what we know for certain: we’re ramping up to an election, it’s slated...

Monday, September 16, 2024

Stocks rallied last week as investors received better-than-expected consumer and producer inflation data. The Dow Jones Industrial Average rose 2.60 percent, while the Standard & Poor’s 500 Index gained 4.02 percent. The Nasdaq...

Thursday, September 12, 2024

We’re heading toward another contentious presidential election in the United States. If you’re on edge in this political climate, you’re not alone. But we don’t want your valid political qualms to lead you to make financial missteps....

Monday, September 9, 2024

Stocks fell last week as soft economic data rattled investors focused on the Fed’s next move with interest rates. The Dow Jones Industrial Average lost 2.93 percent, while the Standard & Poor’s 500 Index dropped 4.25 percent. The...

Thursday, September 5, 2024

Losing a spouse is one of life’s most profound challenges. The emotions can be overwhelming, and the thought of managing financial matters might seem daunting when all you want to do is grieve. This is a time to take things one step at...

Tuesday, September 3, 2024

There were mixed results for stocks last week as upbeat economic data and a critical Q2 corporate report shaped the week. The Dow Jones Industrial Average rose 0.94 percent, while the Standard & Poor’s 500 Index increased 0.24 percent...

Thursday, August 29, 2024

Even a few small mistakes has the potential to derail your financial plan over a lifetime! No one intends to make these errors, but they still may happen. Here are 6 real-life financial mistakes that people made that you should try to...

Monday, August 26, 2024

Stocks notched a solid gain as dovish comments from Federal Reserve officials boosted the market’s recovery from early August lows. The Standard & Poor’s 500 Index rose 1.45 percent, while the Nasdaq Composite added 1.40 percent. The...

Thursday, August 22, 2024

When we think about financial planning, we often focus on future expenditures like retirement or college tuition. While these are crucial aspects, recent events remind us of the importance of disaster planning—an often neglected part...

Monday, August 19, 2024

Stocks posted solid gains last week, buoyed by robust economic data and constructive comments from Fed officials. The Standard & Poor’s 500 Index rose 3.93 percent, while the Nasdaq Composite gained 5.29 percent. The Dow Jones...

Thursday, August 15, 2024

Many people plan to leave assets to their children when they pass away. Creating a will is part of the solution, but few discuss the nuances of their will with their children. It’s time to start the conversation. For starters, have...

Monday, August 12, 2024

Stocks ended last week with modest losses, masking a volatile five-day trading period that saw investors embrace recession concerns and then dismiss the slow-down talk as speculation as the week progressed. The Dow Jones Industrial...

Thursday, August 8, 2024

Being a parent is like being on a super-fast ride, where years feel like minutes. One moment, you're sending your little one off to preschool and, in the blink of an eye, they're standing tall as high school seniors, all set to embrace...

Monday, August 5, 2024

Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial Average lost 2.20 percent, while the Standard &...

Thursday, August 1, 2024

Let us help make the process of changing wealth advisors simpler. As you consider what life looks like from now until retirement, you’re likely thinking about the big changes, winding down your career, and envisioning what’s ahead. You...

Monday, July 29, 2024

Stocks had a mixed, see-saw week as disappointing corporate reports unsettled investors who appeared to rotate away from some leading groups in favor of other names. The Dow Jones Industrial Average picked up 0.75 percent. Meanwhile,...

Thursday, July 25, 2024

Insurance costs have skyrocketed over the past few years. Here are 9 tips to help you save on your homeowners insurance policy: Compare Quotes: Shop around to find the best coverage and rates. Look beyond cost and review coverage types...

Monday, July 22, 2024

Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard & Poor’s 500 Index fell 1.97 percent, while Nasdaq Composite...

Thursday, July 18, 2024

Self-employment can offer unique benefits such as the liberty to make your own choices! However, it's important to remember that with significant power comes significant responsibility. It's important that you thoroughly understand...

Monday, July 15, 2024

Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87 percent, while the Dow Jones Industrial Average picked...

Thursday, July 11, 2024

Passive income, seen as the pinnacle of financial independence, has gained a lot of popularity in recent years. And there’s a reason for that – it sounds AMAZING! “Passive income.” It sounds like a never-ending stream of money flowing...

Monday, July 8, 2024

Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95 percent, while the Nasdaq Composite Index added 3.50 percent. The Dow Jones...

Friday, July 5, 2024

In the world of estate planning, staying ahead of tax laws is essential. With the $13.61 million per person estate tax exemption set to sunset at the end of 2025, many individuals are facing the reality of potential tax implications on...

Monday, July 1, 2024

Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while the Dow Jones Industrial Average also dipped 0.08 percent. The tech-heavy...

Thursday, June 27, 2024

Losing a loved one is one of life's most challenging experiences. Amidst the grief and emotional turmoil, the practical matters that follow can feel overwhelming for those left behind. As someone who has thought deeply about the...

Monday, June 24, 2024

Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial intelligence (AI) news. The Dow Jones Industrial Average rose 1.45 percent–its best...

Thursday, June 20, 2024

In the intricate world of finance, where the markets can be as unpredictable as they are enticing, the significance of thorough investment research and prudent asset allocation cannot be overstated. Whether you're a seasoned investor...

Thursday, June 13, 2024

Motherhood is amazing. But it isn’t always easy. That’s especially true for single mothers. One of the leading challenges single moms face? Financial instability. According to the latest U.S. census, the poverty rate for single-mother...

Monday, June 10, 2024

Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2...

Monday, June 3, 2024

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from...

Thursday, May 30, 2024

Imagine there are 100 miles between you and a goal. A place you want to get to. But the land in between is chock full of canyons, crevasses, and crumbling cliffs. You have two choices of how you could get there. You could find a way on...

Tuesday, May 28, 2024

Last week's stock performance was mixed, following investors' reaction to the Fed's May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news. Market Splits Stocks began trading in a narrow band...

Thursday, May 23, 2024

Quick question: What do you usually find yourself reading? News summaries, headlines, and quick bits to keep yourself updated? Or longer reads like books and articles? We're ever more inundated with information that's eager to capture...

Monday, May 20, 2024

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets...

Thursday, May 16, 2024

New research has found a new "magic" retirement savings number. (I explain how inflation factors in below.) I say "magic" because if you put 10 people in a room, you'll get 10 different opinions about how much you should save for...

Monday, May 13, 2024

Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks picking up where they left off the prior Friday. Stocks were still...

Thursday, May 9, 2024

I find myself dedicating substantial time to fretting over various concerns almost daily.... the looming prospect of a recession the ominous shadow of a bear market the unpredictable emergence of Black Swan events fluctuations in...

Monday, May 6, 2024

Stocks notched a solid gain last week, rallying behind upbeat earnings, a dovish Fed, and mixed economic data. Stocks Pop, Drop, Then Rally Markets began the week with an upward bump as positive news from some mega-cap tech companies...

Thursday, May 2, 2024

79% of Americans can invest in a 401(k), yet only 41% participate. Most don't know how their 401(k) plan works. A 401(k) plan is a retirement plan offered by many American employers that has tax advantages for the saver. Here are a few...

Monday, April 29, 2024

Stocks staged a choppy comeback last week as investors cheered positive earnings, led by mega-cap tech stocks. The rally came to pass despite fresh data showing a slowing economy and increasing inflationary pressures. Stocks Bounce...

Thursday, April 25, 2024

Retirement, or as we like to call it - Work optionality, is a time everyone needs to be prepared for. Here are a few things to help you to succeed: Sequence of return risk: AKA – poor returns +/- 5 years from retirement can lead to a...

Monday, April 22, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Thursday, April 18, 2024

Reaching age 50 is a milestone that most of us celebrate. Still, after you’ve blown out the candles and bid farewell to your guests, you may have a headache from too much champagne, but otherwise feel the same as before. Wake up! This...

Monday, April 15, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

Thursday, April 11, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help...

Monday, April 8, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

Thursday, April 4, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Monday, April 1, 2024

Stocks were narrowly higher for the week as investors digested mixed economic news about consumer confidence. All three of the major averages posted gains for Q1 2024. Stocks Finish Strong Markets slipped for the first half of the...

Thursday, March 28, 2024

In today's digital age, information bombards us from all angles. From flashy advertisements on TV to captivating posts on social media, and enticing articles on the internet, it's easy to get caught up in the hype. However, when it...

Monday, March 25, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Thursday, March 21, 2024

A "backdoor Roth IRA" is just a name for a strategy of converting nondeductible contributions in a traditional IRA to a Roth IRA. The strategy can be helpful for those who earn too much to contribute directly to a Roth IRA. While Roth...

Monday, March 18, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Monday, March 11, 2024

Stocks were down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony. Markets Wobble  Stocks had a rough start to the week, with the Dow, S&P 500, and...

Thursday, March 7, 2024

We want the best for our children, which doesn’t necessarily mean we want them to have the most expensive material things. What it likely means is that we want them secure, safe and well balanced. We hope to lay a good foundation...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum. Nasdaq Sets New High Stocks traded in a narrow band early in the week but ended the five-trading sessions with...

Thursday, February 29, 2024

Most people want to get on the path to financial freedom; but getting started can feel overwhelming. Here are 7 steps you can take to create a simple (but effective) financial plan for 2024: 1. Determine Your Starting Point First,...

Monday, February 26, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy. Stocks Rally to Record Highs Stocks...

Thursday, February 22, 2024

Student loan relief was nice while it lasted, but now, payments are back. That means, a total of $1.63 trillion in debt will need to be repaid by 43.4 million Americans.1  And it’s not just young people. Take a look at how...

Tuesday, February 20, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates. Stocks Snap Winning Streak Markets were quiet Monday but opened lower Tuesday in response to the...

Thursday, February 15, 2024

When get questions about Social Security, we regularly hear the “real” problem with Social Security is that Congress has looted the Social Security trust fund and spent the money on other programs. I have as...

Monday, February 12, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Thursday, February 8, 2024

Paying off mortgages used to be a big milestone for Americans nearing retirement, but nowadays, more baby boomers carry mortgage debt into their retirement years, which differs from earlier generations. Fannie Mae's research notes that...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Thursday, February 1, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Monday, January 29, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Saturday, January 27, 2024

Today, we pause to remember the six million Jews and countless other victims whose lives were tragically taken during the Holocaust. We honor their memory and reflect on the profound impact this horrific event has had on the world. The...

Thursday, January 25, 2024

Many clients work closely with their financial advisors over a lifetime, diligently amassing significant wealth. However, as they enter their later years, they become susceptible to swift exploitation by fraudsters. A recent academic...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Thursday, January 18, 2024

In 1994, the year was significant for her and her husband as they embarked on their quest for their first home. She had a strong desire to return to her hometown, a charming Chicago suburb with convenient access to the city and a...

Tuesday, January 16, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Thursday, January 11, 2024

Individual retirement accounts (IRAs) are one of the most popular tools for building retirement savings. About 42 percent of U.S. households own an IRA, according to the Investment Company Institute.  But...

Monday, January 8, 2024

Stocks retreated in the first trading week of 2024, struggling a bit after a celebratory end to last year as investors second-guessed Fed signals and fretted over lingering inflation concerns. New Year Blues Stocks got off to a rough...

Thursday, January 4, 2024

The countdown to the new year not only marks the beginning of a fresh start but also brings forth significant updates to Medicare. As we usher in 2024, it's crucial for Medicare beneficiaries to stay informed about the program's...

Tuesday, January 2, 2024

Stocks posted a slight gain last week amid a shortage of news and light holiday trading. The Dow Jones Industrial Average gained 0.76%, while the Standard & Poor’s 500 added 0.49%. The Nasdaq Composite index advanced 0.32% for...

Thursday, December 28, 2023

Don't Let Your Forgotten 401(k) Haunt Your Financial Future Are you among the countless individuals who have a dusty, half-forgotten 401(k) from a previous job lingering in the financial shadows? If so, it might be time to shine a...

Tuesday, December 26, 2023

Investor optimism and fears of missing out on future gains propelled stocks higher in the last full week of trading before year-end. The Dow Jones Industrial Average added 0.22%, while the Standard & Poor’s 500 gained 0.75%. The...

Thursday, December 21, 2023

Thanks to healthier lifestyles and advances in modern medicine, the worldwide population over age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38% and is expected to reach 94.7 million in...

Thursday, December 14, 2023

In today's dynamic and rapidly evolving world, women encounter distinctive financial challenges that necessitate careful consideration. Achieving financial independence and securing a robust financial future are pivotal aspirations for...

Monday, December 11, 2023

A late-week, two-day rally left stocks higher, adding to November’s gains as the last month of trading for 2023 began. The Dow Jones Industrial Average was flat (+0.01%), while the Standard & Poor’s 500 gained 0.21%. The...

Saturday, December 9, 2023

SIX WAYS TO KNOW YOUR RELATIONSHIP WITH YOUR FINANCIAL ADVISOR IS STRONGYou work hard to provide you and your family with a secure financial future; So, when it comes to managing your money, it’s important to pick the right...

Thursday, December 7, 2023

Looking ahead at a home purchase? High rates convincing you to stay put as long as possible? With mortgage rates pushing above 7%, you might think a reasonable mortgage is out of reach. I’ve got some not-so-great news for you....

Monday, December 4, 2023

Things You Can Do for Your Future as the Year Unfolds What are your upcoming financial, business, or life goals that require attention in the upcoming year? It's a great moment to contemplate the investment, savings, or budgeting...

Monday, December 4, 2023

A Friday rally turned an otherwise mixed week for stocks into a solid performance. The Dow Jones Industrial Average picked up 2.42%, while the Standard & Poor’s 500 gained 0.77%. The Nasdaq Composite index rose 0.38% for the...

Thursday, November 30, 2023

Traditionally, many individuals with IRA accounts choose to name their family members as beneficiaries, thus sidestepping the probate process and facilitating a seamless transfer of assets to their intended heirs. Nevertheless, for...

Monday, November 27, 2023

Investor enthusiasm for stocks remained strong last week, buoyed by declining bond yields in a holiday-abbreviated trading week. The Dow Jones Industrial Average picked up 1.27%, while the Standard & Poor’s 500 gained 1.00%. The...

Thursday, November 23, 2023

As we near the close of 2023, there are numerous reasons for investors to embrace gratitude. Here are six compelling reasons: 1. Flourishing Stock Performance:The S&P 500 has surged this year, defying numerous worries and uncertainties...

Monday, November 20, 2023

Stocks extended their November rally last week as investors cheered lower-than-forecast inflation data. The Dow Jones Industrial Average gained 1.94%, while the Standard & Poor’s 500 added 2.24%. The Nasdaq Composite index rose...

Thursday, November 16, 2023

I've spent countless hours of my life talking with people all over the world about money. During these conversations, one theme comes up again and again. Anxiety. Almost everybody has an idea of what the financial life of their dreams...

Monday, November 13, 2023

A powerful Friday rally left stocks higher last week, extending the market’s early November gains. The Dow Jones Industrial Average rose 0.65%, while the Standard & Poor’s 500 advanced 1.31%. The Nasdaq Composite index...

Thursday, November 9, 2023

Identity theft is a growing problem, and it's important to take steps to protect yourself. Here are some tips to help you prevent identity theft and keep your personal information safe. Checks Use your initials and last name when...

Monday, November 6, 2023

Stocks ripped higher last week on a dramatic retreat in bond yields triggered by easing inflation and a slowing labor market. The Dow Jones Industrial Average jumped 5.07%, while the Standard & Poor’s 500 surged 5.85%. The...

Thursday, November 2, 2023

If you are age 73 or older, you are required to take at least a minimum withdrawal from your tax-deferred retirement accounts every year, whether you need the money or not. Why? The federal government wants its share. Tax-deferred...

Monday, October 30, 2023

Amid a busy week of corporate earnings reports, stocks slumped on cautious earnings guidance, fears of higher interest rates, and growing anxiety over the increasing amount of Treasury bonds and notes coming to market. The Dow Jones...

Thursday, October 26, 2023

Losing a job can feel devastating (especially when you didn't see it coming). And there's a lot that seems urgent all at once. If that's not something you've ever had to deal with, I'm glad to hear it because you're lucky. If you've...

Monday, October 23, 2023

Rising bond yields and uncertainty over whether this was the close of the Fed’s rate-hike cycle dragged markets lower last week despite solid corporate earnings results. The Dow Jones Industrial Average sank 1.61%, while the...

Thursday, October 19, 2023

Once you're prepared to initiate payments on your student loans, the process might seem straightforward—simply start making payments, right? However, the timing of your payments, and even instances when you miss payments, can...

Monday, October 16, 2023

Stocks ended mixed last week amid the outbreak of hostilities in the Middle East and higher-than-expected inflation data. The Dow Jones Industrial Average gained 0.20%, while the Standard & Poor’s 500 rose 0.45%. But the Nasdaq...

Thursday, October 12, 2023

You’ve probably heard of the Medicare Annual Enrollment Period (AEP). But what is it? It must be important because you’re getting a whole lot of junk mail about it. There’s a never-ending parade of fading TV stars and...

Monday, October 9, 2023

A Friday rally overcame a shaky week, sending stocks mostly higher. The Dow Jones Industrial Average slipped 0.30% for the week. Meanwhile, the Standard & Poor’s 500 gained 0.48%, and the Nasdaq Composite index added 1.60% for...

Thursday, October 5, 2023

Unlocking Enlightenment through Budgeting: A Surprising Path to Self-Awareness Calling all yogis, meditators, and seekers of enlightenment! If you're chasing that elusive state of higher consciousness, it's time to put aside the down...

Thursday, October 5, 2023

Why am I feeling this way?   There are various reasons driving Americans to exit their jobs. Some have realized that life is too short to remain in unfulfilling roles, with the pandemic underscoring this perspective. Others have...

Monday, October 2, 2023

Rising bond yields and government shutdown fears left stocks in mostly negative territory for the week. The Dow Jones Industrial Average lost 1.34%, while the Standard & Poor’s 500 slipped 0.74%. The Nasdaq Composite index was...

Thursday, September 28, 2023

Inevitably, the conclusion of our lives is something we will all face. Although it might be a disconcerting subject, it holds significance to construct a comprehensive arrangement to alleviate the burdens on those dear to us. Here, we...

Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Thursday, September 21, 2023

Typically, individuals aged 65 and above are eligible to enroll in Medicare. However, to qualify for premium-free Medicare Part A, both men and women must have worked and paid taxes for at least 10 years, earning 40 credits in total...

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Thursday, September 14, 2023

W2 employees have fewer tax planning options out there, however, that does not mean they have none. Here are 12 of the best tax planning moves to consider as a high-income W2 employee.1. Max Out Your Pre-Tax 401(k)Retirement accounts...

Monday, September 11, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Thursday, September 7, 2023

A Roth IRA is one of the most powerful tools you can use to become extremely wealthy. But there are so many misconceptions about them that keeps many from taking advantage.Let me clear up the confusion around Roth IRAs: 1) You...

Tuesday, September 5, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Thursday, August 31, 2023

9 budgeting hacks that help build financial strength and resilienceIn spite of recent decreases in inflation, it can still become increasingly challenging to manage expenses as the prices of everyday goods appear to continue rising....

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Thursday, August 24, 2023

Gaining a thorough understanding of the most effective strategies to maximize Social Security benefits is vital for individuals who are planning for retirement. Social Security plays a critical role in ensuring financial stability...

Monday, August 21, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Thursday, August 17, 2023

In the realm of financial advisory, the role of a financial advisor transcends mere numbers and investments. It extends to forging meaningful relationships, guiding individuals through their financial journeys, and enabling them to...

Monday, August 14, 2023

Celebrating National Finance Awareness Day: Flagship's Dedication to Client Communication and Goal Achievement On National Finance Awareness Day, we celebrate the importance of financial literacy and recognize the efforts of financial...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Thursday, August 10, 2023

It's completely understandable that many women have concerns about running out of retirement savings, and there are various factors contributing to these worries. Let's explore the main reasons why women tend to have this fear more...

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Saturday, August 5, 2023

The surprise US credit rating downgrade by Fitch this week is not expected to result in any lasting major negative consequences for the economy, consumers, or the government's borrowing ability. Typically, when a consumer's credit...

Thursday, August 3, 2023

The advent of modern technologies has brought forth a plethora of innovative ideas, designs, and advancements that hold the potential to transform the next century in stark contrast to the previous one. The rise of smart technology,...

Monday, July 31, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Thursday, July 27, 2023

Most people don't understand the traps of buying real estate in an IRA. Real estate and IRAs have many benefits, but combining the two can be a costly move. Let's dive into 8 reasons why buying real estate in an IRA can bring more...

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Thursday, July 20, 2023

PID works by convincing you to buy an investment at a silly price for no other reason than the hope that it will continue to go up so you can sell it to someone else at an even sillier price.

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Thursday, July 13, 2023

Most children stop being "and-a-half" somewhere around age 12. Kids add "and-a-half" to make sure everyone knows they're closer to the next age than the last. When you are older, "and-a-half" birthdays start making a comeback

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Thursday, July 6, 2023

As a parent, you of course want to give your child the best opportunity for success, and for many, attending the "right" university or college is that opportunity. Unfortunately, being accepted to the college of one's choice may not be...

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.The Dow Jones Industrial Average gained 2.02%,...

Thursday, June 29, 2023

Though education costs continue to climb, starting to save early can make a difference.Of all the things that keep parents awake at night, their children's looming college costs are among the most daunting. For the 2022-2023 school...

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Thursday, June 22, 2023

No one likes losing. In fact, we’ll do almost anything to avoid it. Academics even have a name for this. It’s called Loss Aversion. The reason we are so averse to losing is that we feel the pain of loss more acutely than we feel the p

Friday, June 16, 2023

A new deal finally put the debt ceiling issue to rest (for now, anyway), and stocks are rallying.Are we on the brink of a new bull market?We might be. The S&P 500 has soared in 2023 and is up nearly 20% from its October 2022 low...

Wednesday, June 14, 2023

When it comes to finances, our attention is often drawn to the exciting aspects such as stock picking, option trading, and investment performance. This fixation can largely be attributed to the influence of media. Whether we tune into...

Monday, June 12, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Thursday, June 8, 2023

We only have so much time, energy, and attention. So how do we decide where to place our focus? To figure out the answer to that question, I like to ask myself two other questions: 1- Does it matter? 2- Can I control it? Unless the...

Monday, June 5, 2023

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...

Thursday, June 1, 2023

One crazy thing we do as humans is take the recent past and project it indefinitely into the future. As the news cycle has sped up, this problem has only gotten worse. It used to feel like the “recent past” went as far back...

Tuesday, May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Thursday, May 25, 2023

In the current volatile economy, many Americans are hesitant to work with financial advisors due to financial constraints. However, a recent study reveals why it's crucial for them to reconsider their decision. Russell Investments...

Thursday, May 25, 2023

The debt ceiling is a term used to describe the legal limit on the amount of money the United States government can borrow to fund its operations. It is a limit set by Congress on the amount of debt that the federal government can...

Monday, May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S.The Dow Jones Industrial Average edged 0.38% higher, while the Standard &...

Thursday, May 18, 2023

Preparing for Lifetime Income in RetirementRetirement is a time of transition, and it often comes with a lot of questions and concerns about financial security. One of the biggest concerns for retirees is how to ensure a steady stream...

Friday, May 12, 2023

We have spent endless amounts of time, money, and human capital trying to identify variables that help predict market behavior. We have looked at the ridiculous (Super Bowl winners) and the more serious (past performance). Still, none

Monday, May 8, 2023

A Friday rebound, triggered by a big tech company’s earnings beat and a strong jobs report, shaved much of the week’s accumulated losses.The Dow Jones Industrial Average fell 1.24%, while the Standard & Poor’s 500...

Monday, May 1, 2023

Strong earnings from several mega-cap technology companies offset renewed regional banking jitters and weak economic data, leaving stocks higher for the week.The Dow Jones Industrial Average gained 0.86%, while the Standard &...

Monday, April 24, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Thursday, April 13, 2023

40% of people regret buying their car. Why? Car salesmen are experts at making you overspend. Lucky for you, they all use the same tricks. Watch out for these 5 sales tactics when buying your next car: 

Sunday, April 9, 2023

While retiring can be a reward for years of hard work, it can also trigger stress, anxiety, and depression. These tips can help you cope with retirement depression and find new purpose in life. Navigating Retirement Depression and...

Monday, April 3, 2023

Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.The Dow Jones Industrial Average gained 3.22%, while the Standard & Poor’s...

Thursday, March 16, 2023

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...

Wednesday, March 8, 2023

What is a UTMA account?  UTMA stands for Uniform Transfer to Minors Act. An UTMA account is an account that allows you to give a minor (or child) money, property, or anything of financial value such as artwork, life insurance...