Funding Your Retirement vs. Your Kid’s Education
As the summer wanes and children across the country return to school, parents are once again reminded of the looming costs of education....
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- Aug 29
- 1 min
An Illiquidity Trap: Risks of Alternative Investments
The allure of alternative investments – bundles of real estate, private equity, buyout deals, and private debt – can be irresistible....
- Aug 19
- 1 min
Preparing for Reduced Social Security Benefits
The 2024 report from the Social Security and Medicare Board of Trustees has brought to the forefront a reality that many Americans have...
- Aug 6
- 1 min
What to Know About Mortgage-Backed Securities
Mortgage-backed securities (MBS) are an important investment tool for those looking to extend duration and reduce reinvestment risk,...
- Aug 6
- 1 min
A Closer Look at the Global Stock Market Sell Off
On August 5th, global stock markets experienced a significant sell-off, leading to widespread panic among investors. Major indices across...
- Aug 6
- 1 min
Going Abroad? Check Your Health Coverage
Before you pack your bags and jet off around the world, learn what your health insurance covers in case of a medical emergency abroad....
- Jul 5
- 1 min
Inflation & the Rising Costs of Summer Vacations
As summer approaches, many families start dreaming of sandy beaches, scenic road trips, and exciting adventures in far-off places....
- Jul 2
- 1 min
The Strong Dollar: What Travelers Need to Know
Vacation travelers, get ready for some exciting news! If you're planning a trip abroad, this year might be one of the best times to do...
- Jul 1
- 1 min
Five Practical Steps to Build an Emergency Fund
In today's unpredictable world, having an emergency fund is not just a financial recommendation – it's a necessity. The reality of...
- May 31
- 1 min
How to Combat Emotional Investing: Mastering the Fear Curve
Strategies for Navigating Market Volatility with Confidence. In the unpredictable world of investing, the “fear curve” is an...
- May 26
- 1 min
The Transition to T+1 Settlements: What it Means
Next week marks a significant milestone in the securities industry: the standard settlement cycle for most broker-dealer transactions...
- May 6
- 1 min
Taking Control of Your Property Insurance Bill
As a homeowner, your property insurance is a critical component of your financial protection strategy, safeguarding you against losses...
- May 6
- 1 min
The FTC’s Recent Ban on Non-Compete Clauses
Implications for business owners are significant but can also open doors. The Federal Trade Commission's (FTC) recent decision to ban...
- May 6
- 1 min
Five Planning Strategies for Turbulent Markets
In times of economic upheaval, the natural reaction for many investors is to react with fear and anxiety. Market volatility can unsettle...
- Mar 4
- 1 min
Questions to Ask If Navigating a Solo Retirement
Embarking on retirement alone, either by choice or due to unforeseen circumstances such as the loss of a partner or divorce, presents a...
- Feb 23
- 1 min
Maximizing Retirement Savings: The Medical HSA
As retirement planning becomes increasingly complex, one vehicle is gaining attention for its potent blend of savings and tax advantages:...
- Feb 15
- 1 min
The Two Big Challenges with Investing in Bitcoin
If you've been watching bitcoin prices lately, you already know they've made a spectacular run over the last year. In fact, as of early...
- Jan 29
- 1 min
It's a Matter of Tax Newsletter
The 2024 tax season is upon us, and it's time to get prepared for filing your taxes. Whether you're a seasoned taxpayer or a first-timer,...
- Jan 25
- 1 min
SEC Approval of Cryptocurrency Spot ETFs
In a significant development, the U.S. Securities and Exchange Commission has recently approved the introduction of the inaugural 11...
- Jan 10
- 1 min
Reduce Debt: 4 Great Books
A lack of financial education is often the main reason behind debt problems. Here are some awesome books that help grow your financial...
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