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...
Retirement income planning oftentimes includes a focus on limiting taxable consequences. A Traditional IRA or 401(k) provides pre-tax retirement savings, which trigger income taxes whenever a withdrawal is made. A Roth IRA provides after-tax savings that grow tax-free...
If you have been to the gas station lately then 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, there are a lot of millennials that want to buy a home and, in many cases, that creates a bidding war that increases...
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%,...
