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Are you facing major life transitions? Whether expected or unexpected, this article dives into the core questions that many of us will face either now or in the future. The better prepared you are, the more confidence you will have to navigate them when the time comes.
The rising cost of education is a growing concern for many families. This article addresses contributing factors and offers practical solutions for effectively managing the financial burden. Discover tools and actions to help plan for future education expenses.
This article delves into this notion, addressing questions like: How can you apply stock market analysis principles to selecting a college? What factors should you prioritize, and what long-term benefits can be expected? This piece guides you through an analytical approach, encouraging readers to view their educational choices as investment decisions.
The first quarter of 2025 was very different from 2024, with international equities leading the way. How are the US “Mag 7” expected to perform going forward? Let’s take a look! In other news, is it a good time to buy? Finally, stock and bond correlations are changing.
It’s a good practice to review personal credit reports from the major credit bureaus, but have you considered monitoring them for your business? This article walks through why it’s important for business owners and partners to pursue a good business credit rating.
What is happening with the latest economic data? Both the hard and soft data have been softening. Do you know the difference? What does this mean for our economic outlook at home? Let’s take a look at the GDP, inflation and durable goods, as well as consumer sentiment.
What are the major differences between the traditional Roth IRA and the 401(k) Roth? There are benefits to the employer-offered 401(k) Roth, like the ability to save more than in a traditional IRA, however, since it is part of the 401(k), there are some restrictions.
When it comes to investing, each person has a different tolerance for risk. A friend or coworker may not give a second thought to an investment that leaves you feeling uneasy. Do you know what factors to consider when coming up with the level of risk that best suits you?
What does a negative February mean for U.S. Stocks? What about stocks abroad? Even so, volatility remains low. We also look at how stocks evolve over time, bond correlations, and how inflation affects alternative and private markets vs. traditional asset classes.
Just like spring showers come every year, so does Tax Day. Effective tax planning is a continuous process, starting well before the April rains come. Here are several factors to consider throughout the year that may help reduce stress during the weeks before Tax Day.
