The Federal Reserve (Fed) meets this week and in all likelihood will raise short-term interest rates for the first time since emergency levels of monetary accommodation were provided to markets after the COVID-19 shutdowns. Inflationary pressures are running higher than the central bankers are comfortable with, but the conflict in Eastern Europe adds to the uncertain path of policy … Read more
When choosing someone to help you prepare and file your taxes, you may be wondering exactly what criteria you should consider. How do you find someone to forge a professional relationship with for your needs? What questions should you ask, and what factors should you take into account when making your decision? Below, we discuss … Read more
Whether you’re single, paired, or somewhere in between, Valentine’s Day may present the perfect opportunity to show your bank account some love. Below are four tips and tricks to set you on the path toward becoming your own financial valentine. BE A GOAL-GETTER If it’s been a while since you’ve set any financial goals for … Read more
Are you a spender, a saver, or somewhere in between? Do you view your money with an “easy come, easy go” attitude or focus on saving all you can, “making hay while the sun shines”? Your overall financial philosophy doesn’t just affect your day-to-day spending decisions. It may also impact your long-term financial trajectory. Below, … Read more
Tax planning can be advantageous when done during the year and well in advance of year’s end. Opportunities exist for you to mitigate tax liability, which may leave more income for you and/or your family. Generally, people put off tax planning because paying income taxes is an obligation. So, this “negative” view can cause frustration. It … Read more
November is a month to celebrate the sacrifice that many caregivers make to take care of loved ones during the most challenging periods of their lives. Being a caregiver sometimes leads to stress, over-exhaustion, and burn-out. So, for this National Family Caregivers Month, why not support your family caregiver with the few simple suggestions listed … Read more
FIVE TIPS TO FINDING A FINANCIAL PROFESSIONAL THAT FITS YOU AND YOUR FAMILY The financial professional you pick to manage your assets and advise you on key financial decisions may affect your retirement and other major financial goals more, maybe, than even you. Make the right choice. When trying to find a financial professional, you … Read more
Have you every wondered how estate planning might fit into your overall, future plans? Even if you are just starting to build your estate and do not need complex estate planning, here’s a quick look at some steps you should consider taking in order to help prepare your family and to manage potential expenses in the event … Read more
We have used most of the superlatives we know to describe corporate America’s stunning performances over the past two earnings seasons. Despite lofty expections, results exceeded estimates by the biggest margins we’ve ever seen (and one of the authors of this report has been doing this for 23 years). We expect solid earnings gains during … Read more
Do you ever dream of the day when you can retire and pursue your interests, travel, or simply relax from the pressure of the daily grind? In the past, retirement planning was a simpler process. Many retirees could count on employer-provided pension plans coupled with Social Security to furnish an adequate post-retirement income. Unfortunately, these … Read more
Last week, Congress was able to push back a fast-approaching deadline for raising the debt ceiling to December. Markets applauded the move with a relief rally. Despite decreased uncertainty in the near term, we may be confronted with the same problem again in a couple of months. This week we look more closely at the … Read more
Whether you’re still living at home, in school, or starting your career, your late teens and twenties present a prime opportunity to think about your financial future. Though you may not hit your peak earning years until your 40s or 50s, learning positive financial habits early might help support you when you need it later.1 Below, … Read more
Our Partners:
