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Things we've been thinking about....Whether it’s an idea from the industry or an emerging trend, we'll share some thoughts here. Please keep checking in, we’re glad to have you reading along.

Tuesday, February 13, 2024

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

Tuesday, January 30, 2024

In times of market volatility, when inflation is increasing, the Federal Reserve will raise interest rates to help to cool the inflation spike. During this period, people are anxious and keep a tight grip on their wallets.

Tuesday, January 30, 2024

As the rollercoaster of financial markets in 2023 came to a close, certain stocks stood out for all the wrong reasons. Among them were five notable names: Moderna, Enphase Energy, Dollar General, Pfizer, and Walgreens Boots Alliance.

Tuesday, January 16, 2024

Retirement is a time to enjoy the fruits of many years of labor; a season to reap the benefits of smart saving and investing.

Tuesday, January 2, 2024

What is investment tax planning for stocks? Investment tax planning for stocks takes advantage of the tax rules with the goal of achieving the best after-tax return on these investments.

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Monday, December 18, 2023

The world is changing. At one time, investors focused all their energy and money on generating positive returns. Today, however, many have pivoted to generating those returns while positively impacting society and the environment. For...

Sunday, December 3, 2023

As the end of the year approaches, investors need to focus on tax-related considerations, particularly regarding capital gains. Year-end tax planning can help investors manage their overall tax liability while seeking to manage...