Following a profitable 2021, the year 2022 started out with a thud. Fears about a Russian invasion of Ukraine combined with the Federal Reserve taking their foot off the gas pedal scared the markets. The tech-heavy Nasdaq dropped 8.98%, the Russell 2000 dropped 9.66%,...
Life insurance is a financial solution used to protect against unexpected loss of life. Life is extremely valuable, both emotionally and financially. There are a lot of concerns that can arise when someone unexpectedly passes away, but a life insurance policy can...
One of the lessons a child needs to learn in life is how to manage money. Largely in part to the lack of personal finance classes in schools, parents are increasingly asking how they can teach their children smart money habits. While personal finance courses are...
In many areas, the year 2021 provided both challenges and opportunities. In our market year-end review, we will highlight some noteworthy developments in the markets and the economy, as well as provide an outlook on what we anticipate for 2022. Interest Rates –...
The draft of the Build Back Better (BBB) bill approved by the House on November 19th has many potential benefits to the middle class, but it also creates tax laws that affect 401K, IRA, and Roth IRA, investors. It has not been approved by the Senate or signed by...
Do you believe in Christmas miracles? The stock market seems to believe based on the seasonal trend at the turn of the new year. This seasonal event is referred to as the Santa Claus Rally. This term refers to the positive stock market performance observed after the...
