Staying Invested During Volatile Markets

Economic Analysis by Jeff Platt and Kai Kramer   You may have been watching the news and wondering about the recent market turbulence. We see several main factors affecting markets at this time: Unemployment rate increased from 4.1% to 4.3% in July Jobs growth...

Does the SECURE 2.0 Act Make 529s More Attractive?

Many of your have heard of the popular 529 savings plans that custodians can set up to fund their child or grandchild’s college education. Earlier this year, you likely also heard about the SECURE 2.0 Act which brought down some of the biggest changes to retirement...

Your Ultimate Guide to Dividend Investing

The best any expert can say about the stock market right now is that future returns will be uncertain, and volatility may be the new normal. Although there are slivers of light shining on some parts of the economy, many storm clouds darken the near to...

10 Money-Saving Tips for Planning Your Next Vacation

Vacation travel is on the rise, but so are travel costs. Increasing demand is driving up gas prices, hotel, and airline costs, making planning the perfect vacation challenging for most people. However, with some thoughtful planning using these cost-saving tips, you...

Impact of New Tax Laws on Your Financial Planning

For many Americans, taxes are an essential consideration in their financial planning. As they should be! Because the tax code changes frequently, it’s critical to pay close attention to how they could impact your bottom line. ­­­­­­­­­   Although Congress hasn’t...

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