Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
How Much Are You REALLY Worth?
The first step to take when building wealth is determining your net worth. Net worth is the total of your assets minus your liabilities. In other words, the value of everything you own, minus what you owe creditors.(Total Assets)...
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Do You Know the Difference Between Retirement Plans?
At one time, retirement accounts were straightforward. These days, there are many retirement account options, leading to confusion and questions. Let’s review some key differences between sponsored retirement accounts and...
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Get Retirement Ready with a Retirement Checklist
Plan for Your FutureYou may have considered all the fun things you will do in retirement – travel, take up a new hobby or spend more time with your family – but well before your official retirement, it’s a good idea...
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Happy Father's Day!
"Dads are most ordinary men turned by love into heroes, adventurers, story-tellers, and singers of songs." - Pam BrownWishing you a relaxing Father's Day!
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Are Your Streaming Services Keeping You from Saving?
Are Streaming Services Keeping You From Retiring? We all love our streaming services. It might have started with just one, but as more are created, and you add shows to your must-see list, you shell out more and more each month to...
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Are You Protecting Your Property Investments at the Minimal Standard
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The Roth IRA’s Secret Tax Benefits That Everyone Should Know
1. Tax-Free Withdrawals Money that goes into a Roth IRA is after-tax dollars. Because you've already paid taxes on that money, once it is withdrawn, it comes out tax-free. There are some restrictions on those withdrawals if you want...
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Tax Strategies to Help this April
Retirement Tax Strategies that Work for You Taxes are a certainty of life, but that doesn’t mean you can’t find ways to reduce what you owe to the government, especially once you retire. Consider these strategies (both...
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Explore Tax-Loss Harvesting this April 15th
Are You Using Your Lossesto Your Advantage? What is tax-loss harvesting?Tax-loss harvesting is a strategy that helps you reduce the taxes you owe on the capital gains from one investment with the capital losses from a different...
Read MoreJanuary 11, 2021 - Markets Start 2021 on a High
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
Read MoreJanuary 4, 2021 - The Year in Review
The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...
Read MoreDecember 14, 2020 - Cases Rise, Stocks Retreat
The Week on Wall Street Stocks retreated last week on rising COVID-19 infections and slow progress on an economic relief bill. The Dow Jones Industrial Average dipped 0.57%, while the Standard & Poor’s 500 dropped 0.96%. The Nasdaq...
Read MoreDecember 7, 2020 - Is Stimulus Near?
The Week on Wall Street Stocks marched higher last week on an improving outlook for the passage of a fiscal stimulus package. The Dow Jones Industrial Average rose 1.03%, while the Standard & Poor’s 500 tacked on 1.67%. The Nasdaq...
Read MoreNovember 30, 2020 - Dow Hits 30,000
The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty.The Dow Jones Industrial Average rose 2.21%, while the Standard &...
Read MoreNovember 23, 2020 - New Infections Increase Anxiety
The Week on Wall StreetDespite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns.The Dow Jones Industrial Average fell 0.73%, while the...
Read MoreNovember 16, 2020 - Vaccine Triggers Rally
The Week on Wall Street News of a COVID-19 vaccine ignited a rally in economically sensitive stocks and a broad retreat in technology companies last week, though enthusiasm was tempered by reports of rising new infections and fresh...
Read MoreNovember 9, 2020 - Markets React to Election
The Week on Wall Street Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones...
Read MoreNovember 2, 2020 - No Stimulus, Stocks Lag
The Week on Wall Street Stock prices dropped last week as hopes for a fiscal stimulus bill faded and investors focused on rising COVID-19 infections, here and abroad. The Dow Jones Industrial Average slid 6.47%, while the Standard &...
Read MoreOctober 26, 2020 - No Stimulus, Stocks Lower
The Week on Wall Street The failure to reach an agreement on a new fiscal stimulus bill soured investor sentiment and sent stocks modestly lower for the week. The Dow Jones Industrial Average fell 0.95%, while the Standard & Poor’s...
Read MoreOctober 19, 2020 - A Difficult Week for Stocks
The Week on Wall Street Stocks treaded water last week amid fading prospects for a stimulus bill, fears of a second wave of COVID-19 cases, and increasing political and regulatory pressures on Big Tech companies.The Dow Jones...
Read MoreOctober 12, 2020 - Stocks Rise, Stimulus Uncertain
The Week on Wall Street Stocks staged a powerful rally last week, riding a wave of optimism over the prospect of the passage of a new fiscal stimulus bill.The Dow Jones Industrial Average rose 3.27%, while the Standard & Poor’s 500...
Read MoreOctober 5, 2020 - Special Update: Quarterly Report
The Week on Wall Street Stocks advanced last week, propelled by hopes that legislators may reach an agreement for a new fiscal stimulus package and optimism generated by a few corporate deal announcements and initial public offerings....
Read MoreSeptember 28, 2020 - Stocks Mixed Amid Uncertainty
The Week on Wall Street Stocks were mixed last week as worries that stretched from Washington D.C., where prospects of a new fiscal stimulus bill dimmed, to Europe, which saw an increase of new COVID-19 cases.The Dow Jones Industrial...
Read MoreSeptember 21, 2020 - Tech Sector Slip Continues
The Week on Wall Street Stocks slipped as the technology sector remained under pressure and a mid-week announcement by the Federal Reserve failed to inspire investors.The Dow Jones Industrial Average declined 0.03%, while the Standard...
Read MoreThree Predictions for the Rest of 2020
Recessions are a normal part of the business cycle. However, the COVID-19-induced recession was not normal. Social distancing has worked to reduce both the number of cases and deaths caused by the virus, but these same efforts have...
Read MoreSocial Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits. This is the $64,000 question. Making the right decision for you can have a meaningful impact on your financial income in retir
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