Stock Market Commentary February 2024

Stock Market Commentary February 2024

Get Ready for Tax Season: When to Expect Tax Documents and Tax Prep Services If you haven’t already, you will most likely receive a packet of 1099’s from both TD Ameritrade and Charles Schwab, most likely in the last week of February or the first week of March at the...
Long-Term Care Eligibility: Understanding Activities of Daily Living

Long-Term Care Eligibility: Understanding Activities of Daily Living

  In a previous post, we discussed the topic of long-term care planning and the options available to help cover potential long-term care expenses. In this post, we will focus on Activities of Daily Living (ADLs) and how they are used to determine eligibility for...
Stock Market Commentary January 2024

Stock Market Commentary January 2024

Happy New Year! As we turn the page on the calendar and start a fresh chapter in 2024, it’s natural to look both forward and back. We hope your holiday season was filled with joy and family, and now we turn our attention to some important financial matters,...
How Seasonality Shapes Economic Activity and Investment Decisions

How Seasonality Shapes Economic Activity and Investment Decisions

Seasonal trends can be identified across various economic industries, and these trends correlate to when businesses may be growing or slowing on a recurring basis year after year. Consider how electricity companies typically see a surge in demand during summer months...