Have you been keeping tabs on the federal government lately? It seems they’re inching closer to that October 1 (Sunday) deadline, and if they don’t sort things out, we might be looking at a shutdown. Not the best economic news for the near future, we’d say. But we’re pretty sure the talking heads will be […]
Government Shutdown Looms: Economic Uncertainty or Stock Market Opportunity? Read More »
Speaker 1: Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to
Never buy life insurance on a child. True or false Read More »
Article originally posted to Barron’s. Of all the decisions facing a Mega Millions lottery jackpot winner, the most important might be the first one, which is how to take the money. The two options are as a lump sum or in annual payments over 30 years. The grand prize for the drawing reached $1.25 billion on
Article originally posted to Forbes. Those paying close attention to Social Security will recall the latest trustees’ report detailing how the Social Security trust fund could run short of money as early as 2034 unless Congress acts to shore up the system’s finances. The report also noted that “lawmakers have many options for changes that would
Social Security’s Finances: Reality Versus Common Misconceptions Read More »
The Markets (as of market close June 23, 2023) Recession fears sent stocks lower during the holiday-shortened week. Each of the benchmark indexes listed here closed in the red, with the small caps of the Russell 2000 and the Global Dow losing over 2.50%. The downturn ended a three-week rally for the Dow, a five-week
MARKET WATCH: JUNE 26, 2023 Read More »
Article written by Sean Evans. Do you want to be able to make informed decisions regarding your money and reach your financial goals? Then it would be best if you become financially literate and stay that way. While the definition of financial literacy and how it’s measured can vary depending on the specific survey or
How to Stay Financially Literate Read More »
Article originally posted to Forbes.com. My husband and I have a joint net worth of $1.3 million, and we’re completely debt- free. When asked what helped us achieve this financial security, it was budgeting consistently for the past seven years. Here are five simple ways to fix a budget that isn’t working for you. Your
Why Your Budget Isn’t Working — And 5 Ways To Fix It Fast Read More »
The Markets (as of market close March 24, 2023) Investors were on edge for most of the week, with concerns about banking, rising interest rates, inflation, and volatile stock and bond markets. Treasury yields dipped to their lowest levels since September. Indicative of the bumpy week of trading, the Russell 2000 gained, then fell to
MARKET WATCH: MARCH 27, 2022 Read More »
All the banking turmoil—both real and perceived—sent waves through the bond market. Two-year U.S. treasury bonds experienced a 1.2% rate drop over five trading days. Depending on how you look at it, this was the largest decline in rates since 1987, or the biggest short-term gain for investors holding government bonds in their portfolios. Traders
Bond Banking Aftershock Read More »
You’ve done the hard part of your estate planning – signed all the documents, allocated the house and the funds, and had the tough conversations. So it’s over, right? Not quite. There’s some critical information left that your heirs will need once you pass which, lucky for you, we’ve gone ahead and listed out below.
Critical Information for the Heirs of Your Estate Read More »
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