Financial, Wealth and Retirement
News and Information


Helping You Make Sense of the
Economy and Market

Featured image for “High Earning Women and Wealth Management”
February 22, 2024

High Earning Women and Wealth Management

In the U.S., women control a third of household assets. But by 2030, U.S. women are expected to control much of the assets that the baby boomer generation will pass to heirs, roughly 30 trillion in assets. High-earning women have become the newest face of wealth and will increase their net worth even more. High-earning women are becoming the primary…

Read More
Featured image for “Lessons from 2023’s Five Worst S&P 500 Stocks”
February 22, 2024

Lessons from 2023’s Five Worst S&P 500 Stocks

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. Despite their diverse sectors – ranging from Healthcare and Technology to Consumer Discretionary and Consumer Staples – these stocks shared a common narrative…

Read More
Featured image for “Navigating the 2024 Bond Markets”
February 22, 2024

Navigating the 2024 Bond Markets

The close of 2023 witnessed an intense rally in the bond markets, spurred by a resilient U.S. economy and a cooling inflationary environment. The fluctuations in the yield on the 10-year U.S. Treasury throughout the past year have been nothing short of dramatic, reflecting a complex interplay of economic data, Federal Reserve actions, and global market dynamics. While the recent…

Read More
Featured image for “Beneficiaries and the Importance of Yearly Reviews”
February 22, 2024

Beneficiaries and the Importance of Yearly Reviews

Some may fastidiously plan the path they want their assets to take but not give their beneficiary information the attention it needs and deserves. Designating the appropriate beneficiaries is essential for proper asset planning. Investors should periodically re-visit this information to make certain it still follows their intentions. It may not be the most pleasant conversation topic, but it very…

Read More
Featured image for “The Best Investment: Teaching Your Children to Save and Invest”
January 22, 2024

The Best Investment: Teaching Your Children to Save and Invest

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making investing possible for your children, nieces, nephews and other loved ones may be the key to improving their financial future and getting them off to a good start in…

Read More
Featured image for “Gen Xers: “Can I Afford to Retire on My Terms?””
January 22, 2024

Gen Xers: “Can I Afford to Retire on My Terms?”

As Generation X, often referred to as the “forgotten generation,” inches closer to retirement, a unique set of challenges and concerns emerges. Born between 1965 and 1980, Gen Xers find themselves facing a pivotal moment, with retirement on the horizon. However, for many in this generation, the road to retirement is uncharted and fraught with financial uncertainty. The Financial Landscape…

Read More
Featured image for “Strategizing for Success: The Parallels Between Estate Planning and a Super Bowl Game Plan”
January 22, 2024

Strategizing for Success: The Parallels Between Estate Planning and a Super Bowl Game Plan

Just as a winning team meticulously plans its Super Bowl plays, individuals and families may benefit from developing a comprehensive plan for their estate. Estate planning isn’t just for the wealthy. Estate planning is a strategic move for everyone to use that helps to see your wishes honored, your assets managed, and your loved ones taken care of. Here are…

Read More
Featured image for “Making the Most of an Interest Rate Hike Pause: Financial Tips and Strategies”
January 22, 2024

Making the Most of an Interest Rate Hike Pause: Financial Tips and Strategies

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. In time, the Fed can put a halt on the interest rate hike. This pause is a breath of fresh air for consumers…

Read More
Featured image for “8 Financial Wellness Tips to Help Manage Generational Wealth”
January 1, 2024

8 Financial Wellness Tips to Help Manage Generational Wealth

Asset management and financial wellness can help develop long-term confidence when wealth transfers from generation to generation. Understanding and implementing financial wellness techniques is essential for effectively sharing wealth with the next generations. Here are some financial wellness tips to help manage generational wealth transfer more confidently:   Tip #1 – Participate in Estate Planning A vital pillar for managing…

Read More
Featured image for “Don’t Miss Out on These 5 Commonly Overlooked Tax Deductions”
January 1, 2024

Don’t Miss Out on These 5 Commonly Overlooked Tax Deductions

When you own a business, you get to deduct business expenses from your business income. This general rule applies, subject to certain limitations, whether you are a sole proprietor with employees or a self-employed freelancer working in the gig economy. The Internal Revenue Service (IRS) allows you to claim tax deductions for expenses that are necessary and ordinary for your business.…

Read More
 

Every day is one day closer to your dream.
What are you waiting for?