As we approach the back-to-school season, I wanted to discuss an important topic that might be on your mind: the cost of education. Whether you have children or grandchildren preparing for college or considering furthering your...
Read MoreWith so much of our lives spent online, it’s sad to think of losing the important stuff. Pictures of your kids and grandkids; Personal items like cherished emails, texts, and voicemails from loved ones; Or the notes for that book...
Read MoreFor the Federal Reserve, credibility is everything. And its credibility is being tested by how it plans to manage the banking system in the days leading up to its March 21-22 meeting.Last month, Fed Chair Powell confidently told Wall...
Read MoreWhen events like Silicon Valley Bank (SVB) and Signature Bank happen, it's natural to wonder how a bank safeguards your funds. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance was designed for this very reason:...
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Friday, January 20, 2023
The December inflation report had some encouraging news. It showed that consumer prices trended lower for the month, but more importantly, it confirmed that overall prices have been trending lower for the past six months.Now the ball...
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The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...
Read MoreIt’s natural to think “defense” during a bearish market season. But why not mix in some “offense” with your defense? Here are three moves we can discuss together that may be helpful during the current...
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Monday, November 29, 2021
News of a new, highly virulent COVID variant triggered a market sell-off on Friday, sending stocks into negative territory for the week.The Dow Jones Industrial Average slid 1.97%, while the Standard & Poor’s 500 slumped 2...
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Tuesday, December 15, 2020
Why Roth IRA Conversions May Now Be Advantageous Thanks to a couple of factors, some investors are thinking about this move before 2020 ends.
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Tuesday, December 1, 2020
Here are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s...
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Tuesday, November 17, 2020
Annual Financial To-Do ListThings you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving,...
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As the U.S. presidential election draws near, expect to see more and more headlines that propose, "What will happen next if this person is elected?" or, "What policy changes to prepare for in the next four years?"In reality, however,...
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Some people in recent weeks may have been feeling that “the stock market seems to be doing so well but I’m not participating.”A look behind the headlines helps tell the story.A CNBC study found that between the stock...
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Stocks moved higher last week on news of more Federal Reserve market support and diminished concerns that new COVID-19 cases might lead to another economic shutdown.The Dow Jones Industrial Average rose 1.04%, while the Standard &...
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Investor sentiment turned negative last week, amid an increasing number of COVID-19 cases in states where reopening has been underway as well as a subdued economic forecast from the Federal Reserve.The Dow Jones Industrial Average...
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Wednesday, May 27, 2020
Even in “normal” times, the news can be depressing. But these days, it can seem like there’s an awful lot to worry about. Here’s a sampling of the types of headlines I’ve seen recently:Why US hospitals...
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Tuesday, May 12, 2020
The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is also the deadline to pay any federal taxes...
Read MoreThe COVID-19 outbreak has put tremendous pressure on stock prices and financial advisors are telling their clients that pullbacks, corrections, and bear markets are a part of the investing cycle. But what does that mean? Read the...
Read MoreStock prices ended the week slightly lower, despite news of positive results from a test trial of a COVID-19 drug treatment and several states easing their economic lockdowns. The Dow Jones Industrial Average slipped 0.22%, while the...
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