Dear Friends and Clients, Before we update 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: 4.05% Guaranteed for 5 years or...
Many people decide to donate to charities out of the kindness of their heart, while some decide to donate in order to receive certain financial benefits. The most common benefit is the income tax deduction associated with charitable donations. However, there may be...
We have continued to see a drastic increase in prices over the past couple of months, as the March Consumer Price Index report showed an annual increase of 8.50% and we just received April’s 8.30% report. Is Inflation Peaking, or Could It Rebound? This slight...
Dear Friends and Clients, 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: 3.60% Guaranteed for...
The term Fiduciary has become more popular in recent years due to the latest changes in regulation. Dodd-Frank Act, SEC’s Regulation Best Interest, and DOL’s Fiduciary Rule are all examples of recent legislation attempts at defining the roles and responsibilities of...
One of the hottest financial topics lately has been the Federal Reserve and their upcoming tightening policy schedule. In order to really understand the impact of interest rate hikes, it is important to review the basis of fiscal and monetary policy. Both types of...
