One of the hottest financial topics lately has been the Federal Reserve and its upcoming tightening policy schedule. However, to really understand the impact of interest rate hikes, it is essential to review the basis of fiscal policy and monetary policy. Both types...
Before we provide an update on the market and our TD Ameritrade portfolios, we wanted to quickly mention that if you have money sitting on the sidelines, we have access to many options that may interest you. For example: 3.15% Guaranteed for five years Tax deferral...
When planning your retirement income, limiting taxable consequences is a priority. A Traditional IRA or 401(k) provides pre-tax retirement savings, which trigger income taxes whenever a withdrawal is made. On the other hand, a Roth IRA offers after-tax savings that...
If you have been to the gas station lately, you most likely noticed the higher-than-normal cost to fill up your tank. Have you noticed other price increases in your grocery or utility bills? The COVID-19 pandemic required the federal government to provide massive...
Please watch this video to receive an update on the stock market since Russia invaded Ukraine. Please click on the expand button in the lower right-hand corner of the video (just to the left of the word “Vimeo” to watch it with full...
The largest portion of the United States population is Millennials, at over 72 million people strong, but only 17% of millennials own a home. However, many millennials want to buy a home, and, in many cases, that creates a bidding war that increases values....
