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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in. We’re glad to have you reading along. 

 

Monday, September 20, 2021

Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...

 

Wednesday, September 15, 2021

In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening.The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...

 

Saturday, September 4, 2021

Saving as little as the price of a cup of coffee, about $2 per day, could put you on the road to a more comfortable retirement. You can invest as little as your employer allows under their retirement program. However, by contributing...

 

Monday, August 30, 2021

The stock market powered to record levels last week amid talk of Fed tapering and a deceleration in new Delta variant cases.The Dow Jones Industrial Average gained 0.96%, while the Standard & Poor’s 500 increased 1.52%. The...

 

Tuesday, August 24, 2021

Stocks turned lower last week amid the increasing probability of a Fed tapering, mixed economic data, and growing concerns about the economic impact of the Delta variant.The Dow Jones Industrial Average slumped 1.11%, while the...

 

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Tuesday, August 10, 2021

Overcoming jitters about the Delta variant and the reintroduction of mask requirements, stocks climbed higher on strong employment data and a fresh batch of strong corporate earnings.The Dow Jones Industrial Average rose 0.78% while...

 

Monday, August 9, 2021

Q: Why should you start a 403(b)? A: It can become one of your best retirement savings vehicles.A 403(b) is a great option for building retirement savings. You can defer a bit of your salary into the account each month, without...

 

Monday, August 2, 2021

The stock market posted small losses last week despite a very strong showing by corporate America.The Dow Jones Industrial Average slipped 0.36%, while the Standard & Poor’s 500 lost 0.37%. The Nasdaq Composite index dropped...

 

Sunday, August 1, 2021

If you are paying off debt, take the month of August to develop a strategy for paying it down faster. If you are a homeowner, refinancing your mortgage can help you save money on interest. If you're paying off credit card debt, a good...

 

Wednesday, July 28, 2021

Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports. The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...

 

Wednesday, July 21, 2021

Despite a good start to earnings season and some solid economic data, worries of slower second-half economic growth led to a pullback in stock prices last week.The Dow Jones Industrial Average fell 0.52%, while the Standard &...

 

Wednesday, July 7, 2021

Strong employment reports and rising consumer confidence sent the stock market broadly higher last week.The Dow Jones Industrial Average rose 1.02%, while the Standard & Poor’s 500 picked up 1.67%. The Nasdaq Composite index...

 

Sunday, July 4, 2021

It’s summertime and a great time to cull your expenses by going through your bank statements and finding items you can cut out or cut back on. One of the most common culprits is monthly subscriptions, so look for recurring...

 

Monday, June 28, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

 

Tuesday, June 22, 2021

New messaging from the Federal Reserve on interest rates and inflation last week led to a broad retreat in stock prices.The Dow Jones Industrial Average dropped 3.45% while the Standard & Poor’s 500 lost 1.91%. The Nasdaq...

 

Tuesday, June 15, 2021

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report.The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite...

 

Tuesday, June 8, 2021

A strong, but not too strong, employment report sparked a rally on the final day of trading, propelling stocks to a modest gain for the week.The Dow Jones Industrial Average climbed by 0.66%, while the Standard & Poor’s 500...

 

Sunday, June 6, 2021

Start building your emergency fund It’s always a good idea to have money in an emergency fund -- ideally, enough to cover at least six to nine months of living expenses. While you clearly cannot be expected to build a full...

 

Thursday, June 3, 2021

Optimism over the economic reopening and renewed enthusiasm for technology and other high-growth companies powered the stock market higher last week.The Dow Jones Industrial Average rose 0.94%, while the Standard & Poor’s...

 

Tuesday, May 25, 2021

Stock prices fluctuated amid inflation concerns and bargain hunting, leaving stocks mixed for the week.The Dow Jones Industrial Average slipped 0.51%, while the Standard & Poor’s 500 dropped 0.43%. The tech-heavy Nasdaq...

 

Thursday, May 13, 2021

A recent survey shows that 63% of investors are more interested in protecting their financial assets and planning for uncertainty in the future than anything else.1There are many reasons for this change, but here are a few of the most...

 

Tuesday, May 11, 2021

Stocks closed mixed last week as signs of continued economic recovery and upbeat earnings helped some sectors while the struggles persisted for high-growth companies.The Dow Jones Industrial Average gained 2.67%, while the Standard...

 

Sunday, May 2, 2021

MAY: Pay the Government or Pay Yourself Now that you have filed your taxes (or about to!), you might realize you need to make some adjustments. If you ended up owing a lot, when you filed your taxes, your options were to pay the taxes,...

 

Tuesday, April 20, 2021

Stocks reached record highs last week, riding the tailwind of improving economic data and a strong start to the earnings season.The Dow Jones Industrial Average rose 1.18%, while the Standard & Poor’s 500 gained 1.37%. The...

 

Monday, April 5, 2021

“ Stop in the name of love, before you break my heart.” We know The Supremes weren’t alluding to the pitfalls couples face when they grapple over money issues. But our own experience tells us that money plus love can...

 

Tuesday, March 23, 2021

For those with a Dependent Care Flexible Spending Account (FSA), there may be some good news on the horizon. The American Rescue Plan Act, signed into law by President Joe Biden, boosts the amount that companies can allow workers to...

 

Monday, March 22, 2021

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3 The delay follows continued disruption from the COVID-19 pandemic and a late...

 

Monday, March 15, 2021

Stocks were mixed last week as rising bond yields and heightening inflation fears sent stocks on a wild ride, capped by a remarkable Friday afternoon rally. The Dow Jones Industrial Average gained 1.82%, while the Standard &...

 

Monday, March 8, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower. The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined 2...

 

Monday, March 1, 2021

March: End holiday debt & set up your IRA If you came away from the 2020 holiday season with debt, the sooner you make a plan to pay it off, the less interest you’ll rack up. Figure out how much you owe and how to pay it off...

 

Monday, February 8, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...

 

Monday, February 8, 2021

Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021. In light of the December...

 

Monday, February 1, 2021

As part of our 2021 New Year's Resolution each 1st Monday we are taking steps to make this your best financial year ever! Here are your touch points for February - you don't have to finish them all today - but you need to resolve to...

 

Tuesday, January 19, 2021

Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard & Poor’s 500...

 

Monday, January 4, 2021

The first month of the year is all about planning for the future. The first step is to set your financial resolutions. If you are just starting “adulting” then your first step is to set your budget. I know, you are thinking...

 

Sunday, December 27, 2020

For many of us, 2020 has been a year unlike any other. For some, it’s brought hardships that have tested the hardiest of souls. For others, it has brought unspeakable loss.Yet, we press on, and as we do, we may be surprised to...

 

Thursday, November 12, 2020

Now that several major news groups have projected Joe Biden the winner of the presidential election—and Congress appears divided with Democrats in control of the House and Republicans the Senate—it’s a good time to...

 

Wednesday, November 11, 2020

Stocks soared last week as investors anticipated that a split Congress would raise legislative hurdles to changing corporate taxes and adjusting regulatory oversight of big technology companies.The Dow Jones Industrial Average jumped...

 

Monday, November 2, 2020

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

 

Friday, October 30, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...