Market Commentary: More New Highs and a Jobs Surprise
What a first half it was, as the S&P 500 was down close to 20% at the April lows and incredibly have come back to new highs already, one of the fastest recoveries ever.
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4 Tips to Take Your 401(k) to the Next Level
The best kind of money isn’t old, new or even tax-advantaged – it’s free money! If your employer has a 401(k) program, they probably have a matching plan. Know what that is and make sure you max it out. They’re essentially giving you money, which you never want to turn down.
Financial Planning Questions Small Business Owners Should Ask Themselves
Foundational decisions you make can save you – or cost you – thousands over time, no matter how many widgets you sell or clients you sign up. There are deep structure questions here that will be the difference between long-term growth or flash-in-the-pan success.
5 Steps to Protect Your Identity in the Digital Age
Identity theft is increasingly common and severe in today’s digital world. Although many organizations now provide services for credit monitoring, how can you make sure you’re adequately protected? Also, if you work with industry professionals, how can you feel confident your information is …
Breaking Down The Basics Of HSAs
Health Savings Accounts (HSAs) might be the single most powerful tax-advantaged savings vehicle in the IRS tax code. You can deduct contributions, experience tax-deferred gains and withdraw money tax free for qualified tax expenditures.
How a 529 College Savings Plan Can Help Make Summer Dreams a Reality
I have always loved the feeling of summer. Once Memorial Day celebrations kick off, the atmosphere seems to relax. Sunshine, water and sunscreen seem to be everyone’s focus. Long, warm nights are filled with the sounds of lawn mowers and children laughing.
Politics and the Markets: How to Invest in Politically Challenging Times
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
