Insights
Drawing on our deep industry knowledge, we assist clients with access to a wealth of insights and educational resources. Here, you can gain valuable perspectives on current market dynamics and explore our comprehensive retirement resources, offering a collection of financial planning, wealth management, and investment strategies.
Timely Q & A
A lot of our clients want to know what is meant by the term parabolic rise in a stock price. A parabolic rise is best shown by this illustration. You get a stock that’s basing, the price just stays stable, goes up and down a little bit, and then some news comes out and “boom”
2024 Tax & Retirement Updates
There have been several changes on taxes and retirement plans effective in 2024 that you need to know about. Retirement plan contributions were raised, so if your goal is to maximize funding in your IRA, Roth, 401(k), etc., be sure to check what you’re funding. Base limits are now $7,000 for IRAs ($8,000 ages 50+)
Your New Year Financial Roadmap
The confetti has settled, and the resolutions are set. While gym memberships and healthy eating habits often steal the limelight, the new year is also the perfect time to get your finances shipshape. From conquering debt to saving for dreams, let’s explore a roadmap to navigate your financial journey in 2024. Organization: control Before launching
7 Thoughts on the Current State of the Economy
1. The Fed Cutting Interest Rates We aren’t in a recession, my stock portfolio did well in 2023, and recent inflation numbers came in high. But the Fed says they will probably cut rates this year. Why? There are no guarantees that the Federal Reserve will cut rates to the extent they mentioned at the
Availability of Your 2023 Tax Documents
As a reminder, if your account was previously held at TD Ameritrade and converted to Schwab in 2023, you may be receiving two Form 1099s for your account. Delivery of both forms will follow your paperless preferences for Form 1099s. If you are enrolled in paperless delivery, you will receive a notification when your tax
Autumn 2023 Financial Newsletter
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Artificial Intelligence
Hi Everybody. I hope you are enjoying the summertime and that it isn’t too hot wherever you’re at. I’m going to talk a little bit about AI – Artificial Intelligence – and one of my first experiences with AI. AI has been called the most transformative technology of our time. Maybe. The internet was pretty
Strategies for Higher Returns on Cash Reserves
Cash reserves are an important part of any sound financial plan, providing liquidity as well as being a safety net for emergencies or unforeseen expenses. Due to years of low interest rates, cash reserves have often been ignored as the trouble of setting up new accounts or managing a ladder of maturities for a minimal
Financial Considerations When Getting a Dog
Owning a dog can be an incredibly rewarding experience. Dogs provide unconditional love, companionship, and joy, but they also come with financial responsibilities that should not be underestimated. From the initial costs to the ongoing expenses, it is essential to be financially well-prepared to ensure your four-legged friend receives the care and attention they deserve.
