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Welcome to the Elevated Wealth Advisory blog. This is where we will discuss various topics from financial services, investing, insurance, taxes and other topics. Please use the pop up to join our mailing list. If you have a topic you'd like us to discuss, please send us an email! We appreciate you taking the time to read our material.  

Monday, April 22, 2024

How Oil Prices Impact Inflation, the Fed and Markets April 22, 2024 Andrew Kacz Financial Advisor/ Owner The stock market has become increasingly jittery with the S&P 500 experiencing its first 5% pullback of the year. The possibility...

Monday, April 15, 2024

Explore the impact of geopolitical tensions, stubborn inflation, and shifting rate cut expectations on market volatility. Learn how historical data reveals short-lived effects of geopolitics and why long-term perspective is key for investor

Wednesday, April 10, 2024

Explore the historical evolution of tax policies and their impact on investments. From Benjamin Franklin's famous quote to modern-day tax rates, learn why tax planning with a trusted financial advisor is crucial for achieving your financial

Monday, April 1, 2024

Explore insights on market growth, presidential impacts, and expectations of Fed rate cuts. Stay informed to navigate uncertainty and maintain long-term financial goals

Monday, March 25, 2024

Explore the impact of major stock market highs on real estate, from record housing prices to stabilizing commercial markets. Discover the implications for investors amidst interest rate fluctuations, commission settlements, and economic shi

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Monday, March 18, 2024

Delve into AI stocks, Fed rate cuts, and economic trends amidst pandemic stimuli. Stay informed for strategic investment decisions amidst evolving market dynamics.

Monday, March 11, 2024

Explore the stock market's pause amid Fed rate cut speculation, with insights on gold, Bitcoin's surge, and diversified sectors influencing S&P 500 returns. Learn the importance of diversification for long-term financial success in a changi

Monday, March 4, 2024

Prioritize fundamentals, business cycles, and historical data over day-to-day election coverage. Stock market returns are historically positive under both parties, underscoring the importance of balanced, non-political investment decisions.

Monday, February 26, 2024

Explore the rising stock market driven by tech giants. Learn the importance of diversification and long-term focus amidst market highs, using historical insights and strategic asset allocation.

Tuesday, February 20, 2024

The crucial impact of consumer spending, comprising over two-thirds of the U.S. GDP. Uncover its influence on economic growth, stock market trends, and investor considerations. Explore factors shaping consumer sentiment, GDP stability, and

Tuesday, February 13, 2024

Insights on the S&P 500's rapid climb to 5,000, breaking new records in under three years. Learn about market cycles, volatility's impact on returns, and the importance of risk management.

Monday, February 5, 2024

Navigate market volatility with insights on the Fed's latest announcement and banking sector news.

Monday, January 29, 2024

Navigate new market highs with confidence. Insights on economic growth, historic market trends, and why waiting for a pullback might not be the best strategy. Stay focused and invested for long-term success.

Monday, January 22, 2024

Discover the S&P 500's record high and the SEC's approval of Bitcoin ETFs. Uncover insights on navigating economic uncertainties and managing digital assets in a volatile market.

Tuesday, January 16, 2024

Discover the impact of the federal budget battle on investors and gain insights on separating politics from portfolios.

Monday, January 8, 2024

Explore the challenges faced by stock & bond markets in the first trading week of 2024.

Tuesday, January 2, 2024

Uncover 2023's financial highlights: robust stock/bond gains, inflation's impact, and market resilience. Insights for 2024, from rebounding bonds to potential Fed rate cuts, guide investors through uncertainties.

Monday, December 11, 2023

Explore the U.S. Aggregate bond index's 2.7% rebound in 2023 amid rising rates. Learn about the banking crisis impact, potential Fed moves, and insights into bond sector performance.

Friday, December 8, 2023

Explore the fading January Effect and the shifting landscape of market patterns.

Monday, November 27, 2023

Explore the stock market's potential earnings growth amid a healthier economy.

Monday, November 20, 2023

Amid challenges like interest rates and conflicts, investors find gratitude in 2023's surprising market strength.

Monday, November 13, 2023

Navigate tax changes, inflation impact, & Social Security adjustments. Stay proactive with professional advice for optimal financial strategies.

Monday, November 6, 2023

Explore the impact of bond market volatility, signs of a softening job market, and the Federal Reserve's influence on economic stability. Gain insights into long-term investment strategies amid market fluctuations.

Monday, October 30, 2023

Explore the concept of cognitive dissonance in investing, as we delve into the recent market correction, the role of technology stocks, and the strong economy.

Tuesday, October 24, 2023

Explore the strength of consumer spending and household balance sheets in today's challenging market. Learn how consumer finances impact the economy and why long-term financial planning is crucial.

Monday, October 16, 2023

Stay informed on how Washington's political landscape affects your investments. Learn about the budget, national debt, and the 2024 election while keeping market resilience in mind.

Monday, October 9, 2023

Explore the historical impact of Middle East conflicts on financial markets. Financial advisor Andrew Kacz provides insights on market dynamics, geopolitics, and investment strategies amid regional turmoil.

Monday, October 2, 2023

Gain valuable insights for long-term investing in Q4 2023. Financial advisor Andrew Kacz shares expert advice on market trends, interest rates, and economic stability.

Monday, September 25, 2023

Outcomes of the Federal Open Markets Committee's September meeting, where rates remained steady, leading to market reactions. The Fed's forward guidance, rate projections, balance sheet adjustments, and inflation concerns to gain insights i

Monday, September 18, 2023

Discover how patient investors with a long-term perspective can navigate market fluctuations driven by the business cycle and sector dynamics.

Monday, September 18, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Monday, September 11, 2023

Understand the significance of oil prices in the global economy and inflation.

Monday, September 11, 2023

Explore how worries of a Fed interest rate hike and surging oil prices have impacted the stock market. Get insights on the latest economic data and earnings reports. Stay informed for a successful investment strategy.

Tuesday, September 5, 2023

Discover real yields' impact on investing and financial success. Learn the difference between nominal and real values, crucial for long-term investors.

Tuesday, September 5, 2023

Discover how falling bond yields, driven by weakening economic data, led to a surge in stock markets. Explore the Dow Jones, S&P 500, and Nasdaq's gains, as well as the impact of labor market cooling on investor sentiment.

Monday, August 28, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook.

Monday, August 28, 2023

Learn key principles for financial success: Stay disciplined, save early, focus on long-term goals. Explore investment growth and compound interest. Navigate market turbulence, create lasting wealth.

Monday, August 21, 2023

Uncover the reasons behind recent market swings caused by rising interest rates and China's economic uncertainty. Learn why long-term investment strategies and a balanced perspective are crucial in navigating financial market volatility.

Monday, August 21, 2023

Stocks continued their August decline due to rising bond yields and disappointing economic data from China. Dow Jones, S&P 500, Nasdaq, and MSCI EAFE indexes faced setbacks.

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment.

Monday, August 14, 2023

Discover how the bond market is outperforming 2022 despite recent volatility. Learn about factors influencing interest rates, yield fluctuations, and attractive income opportunities for long-term investors.

Monday, August 7, 2023

Despite recent economic challenges, individuals and households have exhibited remarkable resilience. Consumer spending remains steady amidst inflation, interest rates, and housing market shifts.

Monday, August 7, 2023

Stocks faced challenges as cautious investor sentiment prevailed due to rising bond yields. Treasury borrowing increased, and Bank of Japan's yield announcement rattled markets. Mixed labor market signals added to uncertainties.

Thursday, August 3, 2023

Understanding the Impact of Fitch's U.S. Debt Downgrade on Financial Markets and Long-Term Investors. Explore the reasons behind the downgrade, its effects on interest rates, and how history guides prudent investment decisions amidst politi

Monday, July 31, 2023

Recent economic figures, which show improving inflation and steady GDP growth, continue to support the market rally.

Monday, July 24, 2023

The U.S. remains a powerhouse, but other regions are shining too. Overcome "home country bias" and explore the benefits of diversifying your investments worldwide.

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. 

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. 

Monday, July 17, 2023

most important are the many signs that inflation is improving. Recent data for both consumer and producer prices show meaningful signs of deceleration toward Fed targets

Wednesday, July 12, 2023

Plan for college wisely: Save early, customize your financial plan, and consider economic benefits. Beware rising costs, student loans, and individual factors. Seek guidance for financial success.

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading. The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%.

Monday, July 3, 2023

7 Market and Economic Insights for the Second Half of 2023July 3, 2023Andrew Kacz | Financial Advisor/ OwnerMajor stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate...

Monday, July 3, 2023

Stocks posted gains for the week to close out a stellar month, aided by positive economic data and reports that all major banks had passed the Federal Reserve’s annual stress test.

Monday, June 26, 2023

How the Market Rally and Interest Rates Impact ValuationsJune 26, 2023Andrew Kacz | Financial Advisor/ OwnerThe past few years are proof that market sentiment can turn on a dime. This year's strong market rally, with the S&P 500 rising...

Monday, June 26, 2023

Stock market rally lost momentum due to a lack of significant news. Fed Chair Powell's testimony and global growth concerns contributed to the decline.

Tuesday, June 20, 2023

The Fed paused rate hikes in June, but may raise rates later. Inflation is improving, but core inflation remains a challenge. Higher rates have affected the economy, but some sectors remain strong. Other central banks are tightening policy

Monday, June 19, 2023

Stocks rallied last week as positive inflation data eased rate hike concerns. Fed officials hint at more rate hikes, but assess economic impact before deciding. Fed raises 2023 growth forecast to 1% and lowers unemployment projection to 4.1

Monday, June 12, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Monday, June 12, 2023

Discover the true impact of artificial intelligence (AI) while navigating the hype. Long-term investors must be properly invested and maintain perspective as they gain insights into the growth of tech stocks and the influence of falling in

Monday, June 5, 2023

The stock market has made significant gains despite market and economic challenges. Explore the driving factors behind these returns and learn how investors can focus on long-run trends instead of being consumed by short-term events.

Monday, June 5, 2023

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...

Tuesday, May 30, 2023

Gold can play an important role in a well-diversified portfolio, including its uses as a store of value, a hedge against uncertainty, and a diversifier during financial distress.

Tuesday, May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with enthusiasm

Monday, May 22, 2023

Stocks rallied last week, propelled by growing optimism over reaching a deal on raising the debt ceiling and avoiding a technical debt default by the U.S. The Dow Jones Industrial Average edged 0.38% higher, while the Standard & Poor’s 500

Monday, May 22, 2023

Planning for retirement has never been more important and yet so challenging. Given the difficult inflationary conditions of the past two years, the risk that worries most retirees continues to be outliving their savings.

Monday, May 15, 2023

Commercial and residential real estate has been impacted by rising inflation, Fed rate hikes, the ongoing banking crisis, & the approaching debt ceiling deadline.

Monday, May 15, 2023

Opening with a quiet start to the week, investors held their breaths as they awaited April's inflation reports scheduled for release on Wednesday and Thursday.

Monday, May 8, 2023

The national debt has more than doubled over the past decade, and deficits are unlikely to go away. Learn about the federal debt limit, its impact on the economy, and how investors can maintain the right perspective

Monday, May 8, 2023

Regional bank concerns & possibility of hitting the debt ceiling caused volatility in the stock market last week. Despite a rate hike by the Fed, positive earnings & employment reports resulted in a bounce Friday

Monday, May 1, 2023

On the morning of May 1, it was announced that First Republic Bank had been taken over by the FDIC and sold to JPMorgan Chase. Eleven major banks had previously infused First Republic with $30 billion in deposits to stabilize the bank after

Monday, May 1, 2023

Last week's earnings reports from Big Tech names and a positive Q1 GDP report have helped stocks rally. However, slowing economic growth due to higher rates and disappointing inflation news pose challenges.

Monday, April 24, 2023

The Q1 earnings season reveals insights into the current economic climate and banking crisis. Andrew Kacz, financial advisor, provides valuable information for long-term investors.

Monday, April 24, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Wednesday, April 19, 2023

While Americans do benefit from a trusted dollar, what's important is that the dollar is trusted globally because of the vibrancy and strength of the U.S. economy.

Monday, April 17, 2023

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

Tuesday, April 11, 2023

Why Oil, the Fed and Jobs Are Surprising MarketsApril 10, 2023Andrew Kacz | Financial Advisor/ OwnerThere is an old saying that happiness equals reality minus expectations. This is particularly relevant when it comes to financial...

Monday, April 10, 2023

Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data.The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500 slipped 0.10%. The Nasdaq...

Tuesday, April 4, 2023

In times of market uncertainty, investors often turn to sayings such as "those who fail to learn from history are doomed to repeat it" and "history never repeats itself, but it does often rhyme." When it comes to the day-to-day headlines...

Monday, April 3, 2023

Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names.

Tuesday, March 28, 2023

In this market environment, investors have had no choice but to balance a number of difficult issues related to the tightening of financial conditions.

Monday, March 27, 2023

Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones Industrial Average gained 1.18%, while the Standard...

Tuesday, March 21, 2023

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was flat

Monday, March 20, 2023

What Ongoing Banking Turmoil and Market Pullbacks Mean for InvestorsMarch 20, 2023Andrew Kacz | Financial Advisor/ OwnerThe banking crisis that began in the U.S. has now spread to Europe. Recent concerns over the solvency of Credit...

Monday, March 13, 2023

Special Update: Navigating Bank Failures, Fed Rate Hikes, and Risks to the Financial SystemMarch 13, 2023Andrew Kacz | Financial Advisor/ OwnerThe recent failure of three U.S. banks has raised concerns over the economy and financial...

Monday, March 13, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

Tuesday, March 7, 2023

The U.S. population, like those of many developed countries, is aging. According to the latest Census figures, a major shift occurred over the past two decades in which the share of the population under 50 declined.

Monday, March 6, 2023

A late-week surge, triggered by reassuring Fed-speak, propelled stocks higher last week. The Dow Jones Industrial Average gained 1.75%, while the Standard & Poor’s 500 advanced 1.90%. The Nasdaq Composite index picked up 2.58% for the week

Tuesday, February 28, 2023

Stock market volatility has once again picked up as recent economic data have led markets to reverse course after a strong start to the year.

Monday, February 27, 2023

Concerns over a firmer monetary policy were heightened by fresh economic data, touching off a climb in bond yields and a slide in stock prices last week.The Dow Jones Industrial Average skidded 2.99%, while the Standard & Poor’s...

Tuesday, February 21, 2023

Growing concerns about further interest rate hikes, prompted by fresh economic data, reversed early-week gains and left stocks mixed for the week.The Dow Jones Industrial Average slipped 0.13%, while the Standard & Poor’s 500...

Tuesday, February 21, 2023

Why Investors Are Feeling Déjà Vu Around the Fed and InflationFebruary 21, 2023Andrew Kacz | Financial Advisor/ OwnerFor investors, it may feel like déjà vu all over again as inflation and the Fed dominate market...

Monday, February 13, 2023

Stocks drifted lower as a week of mixed earnings reports and resurgent worries over Fed monetary policy dragged on investor sentiment. 

Monday, February 13, 2023

It's that markets never rise in a straight line. As much as all investors would prefer calm periods of steady returns, this simply isn't how markets work. Instead, investors need to navigate alternating periods of exuberance and gloom.

Wednesday, February 8, 2023

Thew SECURE ACT 2.0 Act addresses additional issues related to retirement savings, creating new flexibility and accessibility to help individuals plan for a more secure future. How it will affect your retirement plan? Red the overview.

Tuesday, February 7, 2023

While major stock market indices have rallied this year, investors continue to receive mixed signals from the economy. What should long-term investors focus on to stay invested toward their financial goals?

Monday, February 6, 2023

Stocks were mixed last week following better-than-expected corporate reports and increasing optimism over a slowdown in interest rates.The Dow Jones Industrial Average edged lower, slipping -0.15%. The Standard & Poor’s 500 rose...

Wednesday, February 1, 2023

A full recap of the financial market in 2022 and a forward view in 2023.

Tuesday, January 31, 2023

Layoff announcements are ramping up as companies adjust to slowing sales and profitability. With markets already expecting a mild recession in 2023, how should long-term investors maintain perspective on this topic over the next year?

Monday, January 30, 2023

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...

Tuesday, January 24, 2023

Recent news coverage of the government's $31.4 trillion borrowing limit has been everywhere. While it's unclear how this will play out , the fortunate news is that financial markets have taken these events in stride.

Monday, January 23, 2023

Stocks showed mixed results last week as recession fears resurfaced in response to weak economic data and a tepid start to a new corporate earnings season.  The Dow Jones Industrial Average skidded 2.70%, while the Standard &...

Tuesday, January 17, 2023

Stocks rallied last week thanks to fresh confirmation of inflation’s cooling trend and growing optimism that an inflation slowdown may provide the Fed with space to ease up on future rate hikes.The Dow Jones Industrial Average...

Friday, January 13, 2023

Here is our 2023 Tax Reference Guide:

Monday, January 9, 2023

A strong Friday rally triggered by fresh signs of moderating inflation pushed stocks into positive territory to begin the new year. The Dow Jones Industrial Average rose 1.46%, while the Standard & Poor’s 500 advanced 1.45%....

Thursday, January 5, 2023

Many retirement account limits have changed for the new calendar year. Here are the most common limits to review for 2023.

Tuesday, January 3, 2023

In a holiday-shortened week, erratic trading left stocks marginally down for the week.The Dow Jones Industrial Average lost 0.17%, while the Standard & Poor’s 500 slipped 0.14%. The Nasdaq Composite index fell 0.30%. The MSCI...

Monday, December 19, 2022

Hawkish comments by the Fed and weak economic data heightened investors’ recession concerns and sent stocks lower last week.The Dow Jones Industrial Average lost 1.66%, while the Standard & Poor’s 500 retreated 2.08%. The...

Wednesday, December 14, 2022

The Season of Giving- Gifting Your AssetsThe holidays are a great time of year. It is a great opportunity to reflect and be with those that matter most. Along with spending time with family and friends, gifting is also on...

Monday, December 12, 2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Monday, December 5, 2022

Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market.The Dow Jones Industrial Average edged 0.24% higher, while the Standard &...

Tuesday, November 29, 2022

Over the years, the Fed has followed a similar pattern with interest rates. It raises interest rates, then pauses, so it can see how the economy is adjusting to the higher rates. The chart below shows the Fed’s pattern with...

Monday, November 28, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Monday, November 21, 2022

The stock market edged lower last week as it digested a crosscurrent of conflicting economic data and contrasting comments from Fed officials.The Dow Jones Industrial Average was flat (-0.01%), while the Standard & Poor’s 500...

Monday, November 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...

Monday, November 7, 2022

Hawkish comments by Fed Chair Jerome Powell, following the announcement of another 75 basis points interest rate hike last week, cast a pall over financial markets, sending yields higher and stocks lower.The Dow Jones Industrial...

Monday, October 31, 2022

Stocks overcame poor earnings results from some of America’s largest companies to post gains last week as investors cheered positive earnings surprises, easing inflation and a rebound in economic growth.The Dow Jones Industrial...

Monday, October 24, 2022

A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...

Monday, October 17, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Friday, October 14, 2022

An often overlooked task when a significant other passes, is the portability of unused estate tax exemption election. Today, we will dive into the Deceased Spouse’s Unused Exemption Amount (DSUEA), and the recent changes the IRS has made.

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Tuesday, September 27, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.

Friday, July 22, 2022

Sequence of Return Risk: What is it?As you approach retirement, the biggest concern is whether your nest egg will be enough to live on for the rest of your life. As you consider and evaluate your investment portfolio, a little-known...

Tuesday, July 5, 2022

Long-term care is the services and support a person needs to live a comfortable life, especially in their old age when they can no longer do everything for themselves. A long-term care policy could help extend ones quality of life.

Monday, June 27, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...

Tuesday, June 7, 2022

Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...

Wednesday, May 25, 2022

A 401(k) is a retirement savings account. Ideally, it's a long-term investment vehicle where employees divert part of their income to have something to live on in retirement. This blog goes into more details on plan specifics.

Wednesday, April 20, 2022

Life insurance often comes in a variety of forms to better cover your specific circumstances. The goal of this blog is to help you understand the differences between the three major lines of life insurance for your financial plan.

Wednesday, April 6, 2022

Within the financial world, it is important to pay attention to all the rules and laws that may apply to the different retirement accounts that you have. One of the most important rules to understand is the Required Minimum Distribution

Wednesday, March 16, 2022

Retirement is meant to be a time to relax, not a time to worry about finances and taxes. In this blog post, we will explain how a ROTH may future-proof your retirement plan.

Wednesday, March 9, 2022