As the year comes to a close, now is the time to take proactive steps to minimize your tax liability. By making strategic decisions and leveraging available opportunities, you can reduce your tax burden while maximizing savings. Whether it’s adjusting your...
International Fraud Awareness Week is here, and it serves as a critical reminder: financial fraud is a reality that you need to confront head-on. Scams are becoming more sophisticated, putting individuals, families, and businesses at greater risk. So for those...
The equity market has surged over 20% this year, defying earlier skepticism. Supported by 2%+ economic growth, better-than-expected earnings, and a 75-basis-point Fed rate cut, stocks have thrived in a…
The Federal Reserve recently implemented another quarter-point cut in short-term interest rates, aimed at keeping inflation in check and supporting economic stability. While these adjustments might seem abstract, they have a direct impact on your financial life — from...
Consumer confidence recorded the strongest monthly gain since March 2021 but still did not break free of the narrow range that has prevailed over the past two years, and the…
Americans voted with their wallets. Donald Trump won last week’s election by a landslide, winning both the popular vote and the electoral vote. The Senate will be Republican, and while…
Last week, the equity and bond markets were spooked by earnings, inflation, higher interest rates and concerns over tomorrow’s Presidential Election. Emotions are running high, and many anticipate that it…
It’s a tight race: what is the market saying? With less than two weeks to go till the Presidential election, the market has flipped from a Harris win and is…
Election Day for the 2024 presidential election is just around the corner, and investors nationwide are gearing up for potential market shifts. With key issues like economic policies, taxes, energy, and trade hanging in the balance, understanding how the election...
We are early in the 3Q earnings season and, so far, earnings are beating expectations. Companies that are surprising to the upside are rallying, especially when their corporate outlook for…
Credit is more than just a number—it’s a key to unlocking financial opportunities. Whether you want to secure a loan, rent an apartment, or even get a job, your credit can make all the difference. On Get Smart About Credit Day, let’s take a moment to break down what...
Estate planning might not be at the top of your to-do list, but it’s a critical part of securing your family’s future. National Estate Planning Awareness Week reminds us all to ensure that our wishes are documented and our loved ones are protected. Whether your estate...
We're now a couple of weeks away from the Presidential election, which we believe will bring investment inertia – at least until we have the results of who won this…
The U.S. economy grew faster than forecast during the second quarter driven by strong consumer spending and a rebound in corporate profits, both of which should continue to sustain economic…
The September jobs report was significantly stronger than expected. This report alone simply takes the possibility of a 50-basis point rate cut by the Federal Reserve (Fed) in November off…