Blog
Goodbye to Real Estate Commissions
Last week, I was shocked to read about a change to the real estate industry that may have far-reaching implications for future home buyers. The National Association of Realtors, representing over 1.5 million real estate agents, has...
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2024 Outlook: Fed Stays the Course
When you see hypothetical examples of stock market performance, the illustrations often use average annual returns of between 8% and 10%. But how often does the stock market return between 8% and 10%? Only four times in the past 76...
Read MoreTraditional vs Roth IRA's
Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 36.6 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by...
Read MoreNavigating Tax Season Safely
Tax season is upon us when we reconcile our dues with Uncle Sam. However, it's also a period when some unscrupulous individuals exploit this necessity, conducting scams to defraud unsuspecting taxpayers. In this digital age, tax scams...
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Weekly Market Insights: Stocks Jump After Inflation Gauge Cools
A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...
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Three Ways the Inflation Act Could Impact You
Have you heard? The Inflation Reduction Act was signed into law on Tuesday, August 16. While the $430 billion package includes many provisions, I thought I’d highlight three key areas where you may benefit the most.Tax credits...
Read MoreMemorial Day 2022
As we go into the holiday weekend, I wanted to wish you a safe and happy Memorial Day. For me, Memorial Day is more than the unofficial beginning of summer: it’s a chance to honor those who have sacrificed everything for their...
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January 11, 2021 - Markets Start 2021 on a High
The Week on Wall Street Shrugging off COVID-19 infections and the disruption at the Capitol on January 6, stocks powered higher to kick off a new year of trading.The Dow Jones Industrial Average gained 1.61%, while the Standard &...
Read MoreJanuary 4, 2021 - The Year in Review
The Week on Wall Street Stocks moved higher during a holiday-shortened week of trading, capping off a turbulent, but otherwise strong year for equity investors. The Dow Jones Industrial Average gained 1.35%, while the Standard &...
Read MoreDecember 21, 2020 - Vaccine Rollout Spurs Markets
The Week on Wall Street Stocks climbed higher amid the COVID-19 vaccine rollout and an improving outlook for a fiscal stimulus bill.The Dow Jones Industrial Average, which has lagged all year, gained 0.44%. The Standard & Poor’s 500...
Read More3 Ways Grandparents can help with College Costs
It’s not unusual for grandparents to want to help pay the college costs of their grandchildren. Like everything else financial, a little thought as to how they help can make a difference. Here are 3 things to consider. 1....
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