Trump vs. Harris: What Investors Should Know Ahead of the Presidential Election
Wondering how the election could affect your portfolio? Learn why economic fundamentals—not politics—drive long-term trends and how to keep your financial plan on track.
Category: Investments
What Do Fed Interest Rate Cuts Mean for You?
The real impact of rate changes on markets and how understanding the why behind the Fed cuts is just as important as the cuts themselves. Whether it's the potential for volatility or long-term benefits for stocks and bonds, we’ll help you stay focused on the bigger picture.
What Financial Documents Do I Need To Keep On File?
Need a break from the heat? Cool off with some shredding and filing. Our handy checklist will help you decide what to keep and what to purge.
Kickstart Your Child’s Savings With a Roth IRA
With summer break here, many students are starting summer jobs. This is a great chance to teach them about saving and investing.
What Does the Dow’s All-Time High Mean for Me?
The Dow Jones hit 40,000! Despite inflation and high interest rates, strong consumer spending and rising household net worth are driving growth.
Don’t Lose Hope in Your Real Estate Investments
Higher interest rates, the shift to remote work, and the rise of e-commerce have all contributed to struggling commercial real estate values. But, history and bright spots in the market provide reasons for optimism.
What Issues Should You Consider at the Start of the Year?
Resolutions aside, the beginning of a new year is always a great time to take stock of your family's finances and plan for the year ahead. Let our handy checklist walk you through some key areas.
What Does The Fed’s Latest Move Mean For You?
Last week, the Federal Reserve met and kept rates unchanged with a target range of 5.25% to 5.5%. Despite investors anticipating this, markets responded negatively.
How to Save and Invest for Kids
Many parents ask themselves what they should be doing today to set their children up for future financial success.
What Do I Need to Know About the Debt Ceiling?
After months in and out of the headlines, the debt ceiling issues have become a sharp focus.