How much do elections impact the stock market and portfolio returns? Should elections even matter to long-term investors in the first place? These are the questions investors and financial professionals are facing as we approach...
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How elections move markets in 5 charts
Why You Need a Financial Planner
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Why You Need a Financial Planner
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
Is there a role for both active and passive investments in your portfolio?
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The Great Debate Continues: Active vs. Passive
Bedtime Story: U.S. Federal Tax Code. How many pages have you read?
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Understanding Marginal Income Tax Brackets
Personality vs. Pocketbook: Should you lease, finance, or pay cash for your next car? #NewCar
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Buying vs. Leasing a Car
Developing a retirement strategy? It's critical to know the differences between investment types.
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Traditional vs. Roth IRA
How prepared are you for retirement?
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The Pre-Retirement Checklist
The Markets U.S. stocks rose Friday amid renewed optimism over another stimulus package because of talks between House Democrats and the Trump administration. The S&P and NASDAQ had their best week since early July; the Dow had its...
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Weekly Market Commentary for the week of October 12, 2020
The tax rules that govern donating art are complex and confusing. #taxes #art
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Donating Art: Taxation Abstraction
Did you know you can trade in an annuity or a life insurance policy without triggering a tax bill?
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What Is a 1035 Exchange?
The average college senior graduates with credit card debt. How will your kids manage money?
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Do Your Kids Know The Value of a Silver Spoon?
M0 is the total of all physical currency worldwide. What’s it look like?
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How Big is Money?
Ballots, Bulls and Bears In no uncertain terms, what really affects the stock market is uncertainty—because it causes people to doubt existing business plans. Today, the pandemic and global economic downturn, combined with a...
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Your chance of being audited by the IRS rises with your income level. Learn more.
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What If You Get Audited?
The Markets Stocks ended a downbeat week mixed as investors followed officials’ comments on the status of another stimulus bill. Although unemployment benefits provided by the CARES Act ended July 31, the White House and...
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Weekly Market Commentary for the week of October 26, 2020
We had some additional help at the office today. Hannah is a sweetie.
The Markets Stocks rose on a shortened, post-Thanksgiving Friday as retailers kicked off the holiday shopping season and coronavirus cases rose. The S&P and NASDAQ closed at record highs Friday, and the Dow closed above 30,000 for the...
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Weekly Market Commentary for the week of November 30, 2020
D&O #insurance can be a risk management tool for small businesses, non-profits and educational institutions.
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Directors and Officers Liability Insurance
"Don’t find fault, find a remedy; anybody can complain."
Henry Ford
Nobel-prize-winning investment research.
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The Ivory Tower Changes Wall Street
When was the last time you paid yourself first?
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Pay Yourself First
Do you know how the SECURE Act will affect your retirement strategy? Watch now for a quick overview.
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Understanding the SECURE Act
The savings rate is the government’s estimate of how much U.S. households are saving.
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U.S. Personal Savings Rate
"I believe that thrift is essential to well-ordered living."
John D. Rockefeller
What should you look for in a personal finance app?
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What to Look for in Personal Finance Apps
The Markets Stocks rose Friday amid optimism around earnings, stimulus talks, and the vaccines rollout. The three major indices posted their best weekly gains since November; the S&P 500 and Nasdaq ended at record closing highs. For...
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Weekly Market Commentary for the week of February 8, 2021
Social Security has been a fact of retirement life since 1935. Are you eligible for benefits?
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9 Facts About Social Security
