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FINANCIAL EDUCATION

We believe in providing the public with meaningful financial education, so we created our Insights section of our website to provide you with timely market information, economic updates, and relevant financial news. Please make sure you visit often to be kept informed on our many discussions.

 

Friday, October 1, 2021

Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...

 

Wednesday, September 1, 2021

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...

 

Sunday, August 1, 2021

With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on...

 

Thursday, July 1, 2021

At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%,...

 

Tuesday, June 1, 2021

Are you saving for the future?People often come to me asking for financial advice. Some want to know how to invest or diversify the money they’ve saved, but others admit to me they’re just not sure how to save. If...

 

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Saturday, May 1, 2021

President Joe Biden introduced the much-anticipated American Jobs Plan, which outlines an approach to spend roughly $2.2 trillion on the nation's infrastructure and other projects.As part of the legislative process, the Biden...

 

Thursday, April 1, 2021

The acronym “SPAC” is showing up more often these days because there is some big money behind the revitalized investment approach.SPAC stands for Special Purpose Acquisition Company, and they are sometimes referred to as...

 

Monday, March 1, 2021

It can be easy to overlook the nation’s solid economic fundamentals when the financial media splashes stories every day about an army of amateur traders, short-selling mania, and initial public offerings (IPOs) that double in...

 

Monday, February 1, 2021

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.1 So, what...

 

Friday, January 1, 2021

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.401(k)sThe salary deferral...

 

Tuesday, December 1, 2020

For many of us, 2020 has been a year unlike any other. For some, it’s brought hardships that have tested the hardiest of souls. For others, it has brought unspeakable loss.Yet, we press on, and as we do, we may be surprised to...

 

Sunday, November 1, 2020

Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...

 

Thursday, October 1, 2020

When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...

 

Tuesday, September 1, 2020

As many of you know, the Federal Reserve's Open Market Committee has eight scheduled meetings each year when the seven board members review the nation's economic activity and set the federal funds rate's target rate.In this...