The Stock Trader’s Almanac has famously said: “Sell in May and go away!” The idea is that while the stock market may be positive, it is the least seasonally strong during this six-month period of time each year on average. We must always keep in mind that past...
ReminderYou have until July 7th to contact us if you’d like to contribute into an IRA so you can write it off on your tax return. In addition, we can help you with tax prep! Please call (586) 459-5340 to find out how much we can save you on your tax preparation...
Our last two blogs discussed the importance of saving for retirement through our discussion of Time Value of Money, and we also touched on how to budget appropriately for these savings within our Budgeting 101 post. Now, we will be discussing the differences between...
Market Update We’d like to start off with some positive news, the whole country and economy is NOT shut down. Most people were at work today and can work from home if need be. China looks to be improving and we’re receiving guidance daily from our state and federal...
IRA Contribution Reminder: You have until April 7th to contact us if you’d like to contribute into your Roth IRA, or Traditional IRA so you can write it off on your tax return. In addition, we can help you with tax prep! Please call (586) 459-5340 to find out how much...
The first step towards a successful financial future is creating a budget. Without a budget, there is no foundation for a financial plan. This article is going to discuss our 5-step budgeting process as well as highlighting some of the common issues we see. ...
