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 […]
With the New Year comes new beginnings, new goals, new challenges, new friendships, and new opportunities. 2021 was an incredible year for the economy and investors, but to us the future remains bright for 2022 and beyond. Let’s take a look back at 2021. Our economy is on track for over 5% growth for the […]
The Internal Revenue Service (IRS) is helping families, teens and senior citizens learn about the continued importance of protecting personal information in helping fight identity theft and tax fraud. “The IRS is asking parents, families and others to be mindful of the pitfalls that can be found by sharing devices at home, shopping online and […]
It may be almost February, but you don’t have to let those resolutions slip away. If anything, with the holidays officially over, there’s more time to focus on you. From skincare to health and personal growth, there’s no better time than now to start manifesting the good vibes for the year ahead. Brush off your […]
U.S. and International Equities Major Markets in the Green The major equity markets finished the week higher, as the Santa Claus rally continued to take hold even amid concerns about the Omicron variant’s effects on the economy. Nevertheless, the Federal Reserve’s (Fed) hawkish stance on inflation continues to weigh on investor’s minds. Real estate enjoyed […]
U.S. and International Equities Major Markets higher The major equity markets finished the week higher, as the Santa Claus rally took hold even amid concerns about the Omicron variant’s effects on the economy. The growth style paced the market’s gains, with particular strength in the consumer discretionary and technology sectors that powered the Nasdaq Composite […]
For many people, a new year provides a new start—and nothing says “new start” like a fresh new set of financial goals. But setting these goals is easier said than done. What steps should you take to get the most bang for your buck over the next year? Below we discuss three New Year’s resolutions […]
U.S. and International Equities Major Markets Lower The major equity markets finished the week lower, reversing some of last week’s gains on the back of this week’s Federal Open Market Committee (FOMC) meeting. The Federal Reserve (Fed) took a hawkish stance on both inflation and thus interest rates. Growth sectors (information technology and consumer discretionary) […]
