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Wednesday, January 18, 2023

A new law is set to change the way we plan for retirement – and especially the relationship between your prepaid tuition plan and your Roth IRA...

 

Tuesday, December 6, 2022

Figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for you? There are a number or choices and pros and cons to each option. Take a look at our infographic to help you decide.

 

Friday, December 2, 2022

A donor-advised fund can maximize how your donations are working for causes you care about.If you’re at all interested in charitable giving, then there’s a good chance you’ve already heard about donor-advised funds....

 

Thursday, October 13, 2022

As the name indicates, Separately Managed Accounts (SMAs) are a professionally managed portfolio of securities. These accounts are similar to an ETF or mutual fund in that they have a variety of securities within them. However, a SMA...

 

Wednesday, September 7, 2022

People mourning a loved one already have a lot on their minds — especially if that loved one is you. Even the simplest things can feel like steep challenges, so one of the best investments you can make for your next generation is...

 

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Wednesday, July 20, 2022

If you’ve got concerns about your college plan, we’ve got answers to common questions.  Education is perhaps one of the best investments there is, since it opens up a whole world of future potential. By...

 

Wednesday, June 22, 2022

The CalSavers Retirement Savings Program is a rudimentary state-run retirement savings program for those working for a privately-owned business. If the business does not offer a retirement savings program and has at least 5 employees,...

 

Thursday, June 2, 2022

SECURE 2.0 has the potential to transform the way American employers and employees manage retirement plansA new law is set to change the way retirement works for you and your employees. It’s known as the Securing a Strong...

 

Friday, April 15, 2022

Few topics lead to as much disagreement between today’s savvy investors as cryptocurrency. Some true believers will shout from the rooftops that it’s the money of the future and the future of money. Some cynics will just...

 

Tuesday, March 8, 2022

Any significant decision in life will bring with it an emotional component. This can be especially true when making financial decisions. When we let our emotions take control of our investing choices, we could end up making some less...

 

Monday, February 7, 2022

Merger arbitrage, otherwise known as risk arbitrage, is a lesser-known investment strategy among the general investing public…

 

Tuesday, December 21, 2021

As the internet constantly evolves and expands, more and more people are increasingly shopping online, storing their information in the cloud, and doing business virtually. As our lives become more complicated, cyber-crime continues…

 

Tuesday, October 5, 2021

It’s time for your life insurance checkup… September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1 However, for many, life insurance can be a complicated subject to...

 

Monday, September 27, 2021

How to select insurance coverage for your needs Evaluate your options to select what is right for you. Many people have misconceptions about Life Insurance. Some believe that it is more expensive than it actually is. Others think it is...

 

Wednesday, June 23, 2021

Understand the fees and process of working with an advisor. Navigating your many financial options isn’t an easy task. Using a financial advisor can provide you with clear and customized guidance based on your current situation...

 

Monday, May 17, 2021

Which one are you doing? The main difference between speculating and investing is the information behind the investment decision and the risk. It is no surprise that investors want to make a profit off of the initial capital invested...

 

Monday, March 29, 2021

Should I invest in bonds right now? Is the big question on every investor’s mind. Bonds are known as the reliable workhorses of any portfolio. They exist to protect principal, building a foundation that investors rely on even...

 

Tuesday, March 2, 2021

There is an old saying on Wall Street that the market is driven by two emotions: fear and greed. Although this is a simplification, it is often the case for many investors. Investing your hard-earned money can be scary and at the same...

 

Wednesday, January 20, 2021

WHAT IS DOWNSIDE LOSS and how to avoid it Downside loss is an unglamorous, but crucial, side of investing to consider when assessing for risk your portfolio. When the stock market rallies, investors are happy and believe they’ve...

 

Wednesday, December 2, 2020

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Wednesday, September 23, 2020

Reinvesting your interest earnings into your investments is a powerful way to maximize your return. The effect of compound interest on your investments is especially impactful over a longer time horizon. Compound interest is different...

 

Thursday, July 9, 2020

Don’t forget your 529 college savings plan contributions! Starting your college 529 savings plan is the first step to preparing for college. But to meet your deadline, regular contributions are key to growing your investment....

 

Monday, June 22, 2020

WHAT ARE THE BENEFITS OF A FINANCIAL PLAN? Stop guessing about what could be in the way of your financial goals and start a plan of action. Everyone could benefit from a financial plan. While your situation and goals are specific to...

 

Tuesday, April 21, 2020

There is the age old investing adage that if you want a greater return you must have greater risk. However, not everyone is comfortable with greater risk. As a way to ease into the markets, you may instead elect to follow a more...

 

Tuesday, March 31, 2020

On March 25, the Senate unanimously passed a $2 trillion stimulus bill named the Coronavirus, Aid, Relief and Economic Security (CARES) Act (H.R. 748, as amended) and on Friday, March 27, the bill was signed into law. The $2.2 trillion...

 

Tuesday, March 17, 2020

Now is a good time to remember that long-term investment goals tend to survive temporary market shifts. Any time you see a swing in the markets and a drop in your account balance, emotions are going to arise. Here are some steps on how...

 

Monday, December 30, 2019

Enter 2020 with clarity about how you can reduce your taxable income As we enter a new year, many Americans are working hard to get their finances in order and prepare for upcoming goals. There are many tax planning strategies you can...

 

Wednesday, November 13, 2019

What Can You Expect from Your Financial Advisor? There are a wide variety of financial advisors. They range from different levels of experience, to completely different business models. Whether you're saving for retirement or...

 

Thursday, August 22, 2019

Risk management is a key component of your financial planning. What is Risk Management? Risk Management is an important yet sometimes overlooked aspect of personal finance. By definition, “risk management is the process of...