Getting married may mean not only having a partner in life but having a partner on the journey toward your financial goals. But because financial compatibility may be a key to a lasting marriage, it’s important to have some deep (and sometimes tough) conversations after marriage to ensure that you and your new spouse are […]
U.S. and International Equities U.S. Markets Lower The major equity markets finished the week lower as inflation, higher interest rates, and tighter Federal Reserve policy continue to be front and center on investors’ minds. Moreover, disappointing outlooks from some widely followed tech companies amid relatively high growth equity valuations are putting downward pressure on stock […]
U.S. Markets Lower The major equity markets finished the week lower as concerns about inflation and higher interest rates continue to weigh on investors’ minds. A weaker than expected December retail sales report along with mixed big bank Q4 earnings did not help the market’s case for going higher. Energy led all sectors for the […]
U.S. and International Equities Major Markets Lower The major equity markets finished the week lower, as concerns about inflation and interest rates intensified after the Federal Reserve’s (Fed) minutes were released this week. Growth stocks, as represented by the Nasdaq composite, lost more ground compared to the S&P 500 Index on the back of higher […]
Getting married is exciting, but it brings many challenges. One such challenge that you and your spouse will have to face is how to merge your finances. Planning carefully and communicating clearly are important, because the financial decisions that you make now can have a lasting impact on your future. Discuss your financial goals The […]
According to the most recent Generational Trends report from the National Association of REALTORS®, Millennials currently make up the majority of home buyers, with Gen Z waiting in the wings as the next generation of first-time home buyers. Both cohorts hold overwhelmingly positive attitudes toward homeownership as a major life goal. The main reason given for their […]
Feeling overwhelmed and stressed lately? You’re not alone. Here are some helpful tips to keep in mind to add some much-needed positivity to your life. Use the guided imagery strategy Something that works almost instantaneously is simply imagining yourself in a less stressful situation—also known as guided imagery. Think of a place that makes you […]
A planner can be a game-changing tool—one that really causes you to not only plan for change, but to stick to it. It’s something you can go back to when you need a reminder of your daily tasks, long-term goals, or any weekly plans you have. However, it can be difficult to keep up with […]
Saving money can be hard. It often feels like your paycheck goes in your bank account and a minute later it’s gone. Between bills and unexpected life moments, it always seems you’re left saying “I’m broke.” Let’s fix that. 1) Use cash, not a card. Using a credit or debit card can be a convenient alternative to paying with cash. […]
Regardless of whether you prepare your taxes yourself or use a professional’s services, it’s a good idea to gather the information and documentation you need well in advance of your actual tax filing date. Below, we’ve listed some key information you need when preparing this year’s taxes. Your Personal Information The personal information you may […]
