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Monday, April 22, 2024

Stocks fell for a third straight week, as Fed Chair Jerome Powell's mixed but upbeat message could not offset the anxiety caused by the Middle East conflict. Stocks Retreat Markets began the week rattled by further escalation in the...

Tuesday, April 16, 2024

In their 30s, individuals often navigate significant life transitions and financial responsibilities. Here are some common financial mistakes people in their 30s might make: Neglecting Retirement Savings: Some people in their 30s may...

Monday, April 15, 2024

Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions. Inflation Spooks Markets On Wednesday, the March Consumer Price Index (CPI) report rattled markets, revealing that...

Tuesday, April 9, 2024

Stocks dropped last week as investors focused on “what's next” for interest rates after mixed comments from multiple Fed officials. Fed Officials Weigh In Stocks struggled out of the gate again last week, ending Monday and Tuesday in...

Wednesday, April 3, 2024

This month’s Your Money Matters newsletter contains helpful information about preparing to grow wealthy as a couple, targeting college prep milestones, important considerations when donating stock, and tips for raising healthy kids....

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Wednesday, March 27, 2024

One of the biggest financial challenges women often face is preparing for (and saving enough for) retirement. There are numerous reasons why these challenges exist, but through continued awareness and planning, those challenges can be...

Monday, March 25, 2024

Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year. Stocks Bounce Back As widely expected, the Fed left rates...

Monday, March 18, 2024

Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors. Stocks Slide Tuesday was the only bright spot during the week as stock prices rose after...

Thursday, March 14, 2024

If you’re getting a refund from the IRS, here are some ideas on how to use it for your long-term benefit.

Monday, March 11, 2024

Stocks had a rough start to the week, with the Dow, S&P 500, and Nasdaq each off more than one percent on Tuesday alone. Mega-cap tech stocks were under pressure as investors appeared to take some profits.

Tuesday, March 5, 2024

Tax time is upon us, and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to assist with...

Monday, March 4, 2024

Stocks extended their tech-led advance last week as signs of a resilient and still-enthusiastic consumer boosted momentum.

Wednesday, February 28, 2024

The time following Valentine's Day has always served as a reminder that Spring is on the way. The days are getting longer, the birds and the bees are doing their thing, and people everywhere are thinking about future travel and...

Monday, February 26, 2024

Stocks vaulted to new heights last week on the back of an artificial intelligence (AI) semiconductor company, marking investors’ belief that AI has the potential to transform the U.S. economy.

Tuesday, February 20, 2024

Stocks fell last week as investors reacted to disappointing inflation updates and other economic reports that fell short of estimates.

Friday, February 16, 2024

Fewer things are more reliable than Tax Day, even if the deadline has shifted slightly in recent years. This year, it’s April 15th for most taxpayers, and recent legislation changes include substantial increases to standard deduction amount

Monday, February 12, 2024

The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news; this propelled the S&P 500 Index to achieve a new record high at the...

Friday, February 9, 2024

As the much-anticipated Super Bowl LVIII draws nearer, I thought sharing some fascinating details about the big event that will have us all on the edge of our seats would be interesting. Let's huddle up and review the stats that make...

Monday, February 5, 2024

Stocks pushed higher last week as investors cheered mega-cap tech corporate reports and a better-than-expected employment report. Stocks at New Highs At the beginning of the week, stocks surged, anticipating fourth-quarter corporate...

Monday, February 5, 2024

This month’s Your Money Matters newsletter contains helpful information about managing your taxable income, a brief primer about life insurance, protecting your assets with an umbrella policy, and the importance of inventorying...

Wednesday, January 31, 2024

Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....

Tuesday, January 30, 2024

Stocks continued their upward climb last week as excitement around big tech continued; positive economic reports stoked investors’ belief that the Federal Reserve has pulled off a soft landing. Stocks Power Ahead Big tech was...

Monday, January 29, 2024

January 29 to February 2, 2024, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here are a...

Monday, January 22, 2024

Stocks finished higher last week, with big tech again leading amid lingering uncertainty over how continued economic strength would influence the Fed’s rate decision. Stocks Dip, Then Rally  Stock prices dropped early in...

Wednesday, January 17, 2024

This month's Retirement Readiness newsletter features a look at  "earnings season" (what is it?), the importance of having a plan for health care needs in retirement, preparing for the federal estate tax sunset, and why you...

Monday, January 15, 2024

Stocks pushed higher last week, led by big tech names and boosted by December inflation reports that were mixed but positive enough to shore up investor confidence in Fed rate cuts this year. Stocks Rock and Roll It was a rocky week...

Monday, January 15, 2024

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Wednesday, January 10, 2024

The New Year means taking a new look at your finances. The most important thing is to make sure you feel like you have the cashflow you need to do the things you want to do. So, let’s set some goals this year to build on last...

Monday, August 21, 2023

Remember when a college education was reasonably priced? In the past 20 years, the cost of college tuition for public universities has risen 165%. College students and their families have been taking on more and more debt, and they are...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Wednesday, April 26, 2023

Stocks remained resilient last week amid mixed earnings reports, hawkish Fed-speak, and lingering recession fears, closing out the five trading days with small losses.The Dow Jones Industrial Average slipped 0.23%, while the Standard &...

Monday, April 17, 2023

The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real estate, and utilities lagged. The Dow Jones...

Monday, March 13, 2023

Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go higher. Stocks also were rattled when a west coast bank was placed...

Tuesday, March 7, 2023

Welcome to March, a time for renewal and growth, a time we look forward to spring, a time when the days growing longer and the weather beginning to warm. Unfortunately, February’s market performance feels more like atrophy, not...

Wednesday, February 1, 2023

Our Your Money Matters Newsletter features helpful content on disability insurance, the benefits of time when you start saving early, asks the question, “Active or Passive Investing: Which Is Better?”, and notes a few...

Tuesday, January 31, 2023

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

Tuesday, January 24, 2023

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

Wednesday, January 18, 2023

With the hustle and bustle of the holidays behind us, it’s a great time to mention that January is Financial Wellness Month. Consider it a reminder to prioritize and pay closer attention to your financial health and finances...

Thursday, December 8, 2022

Whether you’re fully or partly retired, you may find that your assets are sufficient to cover your lifestyle for the remainder of your retirement. In that case, you may not feel like you need to use any additional money from your...

Monday, November 28, 2022

Did you know… with thoughtful, advanced planning, you can extend your legacy of charitable giving beyond your lifetime, creating lasting benefits for the organizations you care about? And if you have a desire to give back to...

Wednesday, October 19, 2022

Yep, you read the headline correctly - - accumulating assets has consequences - - and sometimes they’re more burdensome than you might have previously considered!While preparing for retirement, many of us focus on the top-line...

Thursday, October 13, 2022

October glows on every cheek, October shines in every eye, While up the hill and down the dale Her crimson banners fly. – Elaine Goodale Eastman (1863–1953)October is here, and that means the fall season is officially...

Tuesday, September 13, 2022

Who needs life insurance? If your job offers group life coverage, should you take it? Do you need more than that? Should it be temporary (term) or permanent? And for how much coverage? How do you know?Life insurance can be complicated....

Tuesday, September 6, 2022

September is Life Insurance Awareness Month, making it a good time to review things you may not know about life insurance, such as:Policies differ widely. Term life insurance pays out a death benefit if you die within the specified...

Thursday, September 1, 2022

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

Tuesday, August 30, 2022

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...

Thursday, August 25, 2022

SAVE. I used to think of it as a four-letter word. Now my kids do too. For people with their entire lives ahead of them they can be short-sighted when it comes to their finances. So, how do you teach them to be more...

Tuesday, August 23, 2022

As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new...

Thursday, August 11, 2022

For Police families, helping future generations with college is often an important life goal. The desire to assist our children with jump-starting their futures typically implies economically supporting some form of higher education....

Thursday, August 4, 2022

When our kids were younger $5 and a trip to Dollar Tree could fill a rainy afternoon. They would pace the aisles giving great thought to what was worth their money.   Now that they are teens and tweens it isn’t that...

Thursday, July 14, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Wednesday, June 15, 2022

Preparing for retirement is not entirely financial.Your degree of happiness in your "second act" may depend on some factors that don't come with an obvious price tag. Here are some non-monetary factors to consider as you prepare for...

Thursday, May 26, 2022

To our advisors, it’s a bit like living groundhog day (the movie)… Every spring we hear a few comments about owing big tax money after a Career Law Enforcement Professional has retired from police work.While we as advisors...

Monday, May 23, 2022

Part 3 (Embracing the Next Chapter of Life)I found that what Amanda shared with me was right on point. I was fortunate to leave the profession in my early 40’s and begin a new chapter in my life, whereby I am engaged daily with...

Monday, May 16, 2022

Aside from outbound calls, our phone is really quiet. We’ve fielded exactly 2 emails with a little concern about the markets over the past 2 weeks, but a number of messages looking to capitalize upon the current downturn. We also...

Monday, May 16, 2022

Part 2 (The Days After Retirement) You begin to shed the cop appearance. That favorite police shirt or hat you used to wear is no longer appropriate. I remember having to re-evaluate my entire wardrobe because it screamed COP! My SWAT...

Monday, May 9, 2022

“Officer Wellness”, one of the new buzz-words thrown around these days, popped into my head when I heard the news. But how did we get to this point of no return?

Wednesday, March 9, 2022

An unwelcome surprise, an IRS letter in the mail with an uncomfortable penalty is not something most investors anticipate.  But it happens, and more often than you think.  Sometimes it’s for failing to report capital...

Tuesday, March 1, 2022

What kind of role can a financial professional play for an investor? The answer: an important one. While the value of such a relationship is hard to quantify, the intangible benefits may be long-lasting. There are certain investors who...

Wednesday, February 23, 2022

Social Security Update You may have missed it, but there’s been a change recently with Social Security statements.  You know, that government program which provides supplemental retirement income to most retirees in America....

Wednesday, February 2, 2022

What’s a “Blog”?  What’s in our “Blog”?   There are common problems faced by many when it comes to personal finances and an important issue may be staring us in the eyes without us...