As you approach retirement, maximizing your Social Security benefit becomes a crucial aspect of your overall financial plan. Social Security provides a foundation of income for millions of Americans, but did you know that there are strategies to help you qualify for...
When it comes to estate planning and ensuring the smooth transfer of your assets, naming primary and contingent beneficiaries is a crucial step. By designating individuals to inherit your assets, you can provide financial security to your loved ones and ensure your...
Equity markets have entered a seasonal correction that typically lasts into the fall months with important market bottoms often reached in the month of October. Earnings estimate revisions, which are…
According to the Commerce Department, U.S. gross domestic product grew at an annualized rate of 2.4% during Q2, well above the consensus estimate of 1.8%. Increases in consumer spending and…
Your home and your family are likely among your most valuable assets. So, how can you know that they’re protected? From coming down with a sudden illness to being impacted by a natural disaster, life is often unpredictable and your circumstances can turn on a dime....
Last Friday, we received July employment data which does not show a slowdown in the economy. Although non-farm payrolls and private payrolls came in slightly below expectations, wages came in…
The last time U.S. debt was downgraded the S&P 500 fell by 15% but recovered within months. We have been highlighting that equity markets are overbought and could pullback 5%-10%.…
In today’s complex financial landscape, managing one’s finances effectively has become increasingly challenging. From planning for retirement and managing investments to navigating tax laws and avoiding common financial pitfalls, the need for expert...
The first half of 2023 had spectacular returns that were not expected as we came into the year. The consensus view was that the first half of the year would…
According to the Commerce Department, U.S. gross domestic product was revised up to a 2% annualized increase in the first quarter. The government’s third estimate of GDP for the period…
Of all the investments you’re likely to make in your lifetime, investing in your health may yield the greatest return. Prioritizing your health isn’t just about helping you live longer. It’s about improving your quality of life and allowing you to accomplish more with...
In today’s fast-paced and hyper-connected world, vacation represents an opportunity to get away from it all. It’s a time to unplug, mentally reset, and catch up on much-needed rest. Vacation isn’t just a luxury — it’s become a necessity for those who prioritize their...
This month, we had Consumer Prices (CPI) and Producer Prices (PPI) come in below expectations right before the Federal Reserve’s decision on interest rates. The Fed elected to go on…
The choice between buying and renting a home can be difficult to make, but it’s one that bears important implications for your lifestyle, your goals, and your finances today and in the future. Buying a home doesn’t just give you a sizeable investment – it can also...
According to the Commerce Department, the U.S. economy grew at a lackluster 1.3% annual rate from January through March as businesses wary of an economic slowdown trimmed their inventories. Despite…