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.
Category: Investments
Ongoing Banking Turmoil: Cause for Concern?
The recent failure of three U.S. banks has dominated news headlines for the past few weeks and has spread to Europe. Credit Suisse, Switzerland’s second largest “global systemically important bank” and latest institution teetering on collapse, was purchased by UBS in a $3.2 billion deal brokered by regulators, making it Europe’s most significant banking merger since the 2008 financial crisis.
Does a Roth Conversion Make Sense for Me?
As fall ends and winter begins, many people wonder what end of the year financial tasks and tax planning strategies they should be thinking about.
3 Reasons for Optimism Among Market & Economic Uncertainty
It’s no secret that this year has been full of market and economic uncertainty. Inflation, the Fed, geopolitics and more continue to be on most of our radars.
Are We In a Recession? If Not, Is a Recession Coming?
With high inflation, the Federal Reserve raising interest rates, and the economy contracting for two consecutive quarters, the possibility of a recession doesn’t seem far-fetched.
3 Strategies for Sustainable Investing
As climate change disasters such as wildfires, floods, and intensifying storms seem to be increasingly common, many people are looking for a way to encourage companies to enact positive change, while casting a “vote” against the worst offenders. Enter the world of sustainable investing options, which have steadily grown in popularity over the last decade.
Three Tips for Surviving Stock Market Volatility
As we close out the year, you’ve probably noticed that the stock market’s been on a bit of a wild ride. Markets dropped sharply on Black Friday as news of the omicron variant emerged and have continued to seesaw as markets try to decipher how this new development will impact travel, consumer spending, interest rates, and more.
Five Ways to Uplevel Your End-of-Year Finances
Visit any Costco or Target (two of our favorites!) and you’ll see that fall is officially over and the holiday season is upon us. Not to despair, however. With a solid nine weeks left in 2021, now’s a great time to run through some important “to-do’s” and finish the year with your finances in good order.
Cryptocurrencies – Four Things To Know Before You Invest
Cryptocurrencies have made a lot of headlines recently, from minting overnight millionaires to Elon Musk’s tweets about bitcoin. Many people are left to wonder if — and how — they should be thinking about crypto.