Growth stocks have dominated the market for the last decade, led by tech giants and other fast-growing companies. While it’s possible this trend may continue, some analysts think that value…
Read More
As of market close Feb. 26, 2021) Key Dates/Data Releases 3/1: Markit PMI Manufacturing Index 3/3: Markit PMI Services Index 3/5: Employment situation, international trade in goods and services 3/10:…
In 2020, three companies in the S&P 500 index announced plans for stock share splits, down from 102 companies in 1997 and seven in 2016.1 As an investor, you may…
If your employer-sponsored 401(k) or 403(b) plan offers pre-tax, Roth, and/or non-Roth after-tax contributions, which should you choose? How do you know which one might be appropriate for your needs?…
Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your…
During these uncertain times, 529 plans may make more sense than ever What is a 529 Plan? A 529 plan is a tax-advantaged savings plan designed to help pay for…
Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. Here are a few of…
How to Manage Income and Expenses: Getting from here to there Part 1 of our Journey to Financial Freedom is about understanding the money coming in and the money coming out....
Read More
If we’ve learned any lesson over the past year, it’s that no matter how carefully we plan and prepare, we’ll likely encounter unexpected hurdles. While a global pandemic has certainly…
The coronavirus pandemic has strained the finances of many U.S. households. In an August 2020 survey, 25% of adults said someone in their household had experienced the loss of a…