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…
Equity investing – or investing in the stock market – is a popular method for growing wealth, with roughly 58% of Americans who earn over $100,000 owning stocks as recently as 2022.1 When people make investment decisions, they often do so with a specific strategy in...
There’s a lot that goes into financial planning for retirement, from managing your various tax obligations to ensuring your income stream is sufficient to cover your needs. As you come up with a withdrawal strategy for your retirement accounts, keep in mind that the...
According to the Commerce Department, Q1 2023 U.S. real GDP expanded at an annualized rate of 1.1%. However, the headline figure masks diverging trends; private consumption growth surged to 3.7%…
There is an old adage on Wall Street: Sell in May and Go Away – meaning the returns for the rest of the year will be muted. Why would they…
A crucial step in building a sound financial plan is ensuring you have access to cash when you need it, but that doesn’t mean you have to keep that cash in a bank account earning modest interest. For investors looking to maintain a certain level of liquidity while...
Social security is one of the most important benefits available to retirees in the United States. It can provide a much-needed financial cushion during retirement, and can make all the difference in one’s quality of life. With that said, here are five key things you...
The Federal Reserve has raised interest rates nine consecutive times which triggered a banking crisis and two US banks were taken over by regulators. Meanwhile, there was a forced bank…