The leaves are changing, the weather is cooling down, and football is finally backāthereās always a lot happening in fall. But wait, thereās more! September is also National College Savings Month, a time to celebrate the power of investing in education and securing a brighter future for our children and
There are many strategies that can help make a great financial plan. One strategy that often flies under the radar but deserves significant attention is the Roth Conversion. This maneuver involves converting funds from a traditional IRA or 401(k) into a Roth IRA, and it can be a powerful tool
In the realm of financial planning, understanding the intricacies of investment strategies and tax implications is crucial for maximizing wealth. One such concept that often goes underutilized or misunderstood is Net Unrealized Appreciation (NUA). Our goal is to demystify NUA, explaining its significance, benefits, and how it can be a
DOWNLOAD THE PDF The market investing year of 2023 is off to a solid start. Despite some concerns with the liquidity of some banks, ALL equity and fixed income markets were positive in the first quarter. International Developed Stocks were up 8.02% over the quarter followed by the US Market
There is a lot to learn from past financial recessions. There have been as many as 48 financial recessions in the US going back to the Articles of Confederation. Though some of these are disputed by economists and historians. The good news is going back to 1926 we have some
āThe key to making money in stocks is not to get scared out of them.ā -Peter Lynch DOWNLOAD THE PDF I hope the end of the 3rd quarter finds you and your family well. I donāt know if it is my age or the heat radiating off my beautiful
The Third Quarter Was not Friendly to Investors For the second quarter in a row, all markets were down. Youāll notice that ALL Equity, Real Estate Markets, AND Bonds were down, again. This is the second quarter in a row that the Quarter, YTD, and 1-year returns for ALL markets
Smart investors know that trying to time the market is often a losing game. Instead, you plan ahead and invest in such a way as to minimize risk and maximize your returns. Whether youāre a seasoned investor or just getting started, dollar-cost averaging could be beneficial. What is dollar-cost averaging?
Thereās so much to learn about investing. One of the best ways to understand the industry is to study some of the great investors and purveyors of financial knowledge. Here, we share 13 quotes by philosophers, businesspeople, and investors. We hope you learn something new and enjoy studying the history,
DOWNLOAD THE PDF As most of you are aware, 2022 has been a tough investing climate in the market. It is rare that both stocks and bonds do poorly at the same time. The last time this happened was almost 2 decades ago in 1994, and only bonds ended the