A 529 account can be a great tool for saving for college. Investment growth is tax-free, and so are the withdrawals (if used for qualifying education expenses). In many parts of the country, state income tax deductions are available for…Read More
Investing a large sum of money can be daunting, especially with the uncertainty of market fluctuations. Enter dollar-cost averaging (DCA), a strategy designed to help investors manage risk by spreading their investments over time. By consistently investing a fixed amount,…Read More
This month we want to highlight some of the key takeaways from our quarterly update video as well as expand on a couple of areas that may be in focus in the months ahead. Signs of life in the global…Read More
Through much of the year, strong year-to-date gains have been touted, and even despite a near 10% selloff since July, the S&P 500 remains up over 8.5% year to date. However, that strength has come from an ever narrowing list…Read More
Thinking about buying a real estate investment property? With interest rates on investment property mortgages near 8%, it is more difficult to generate positive cash flow on these properties than even a year ago. Investors who can pay for a…Read More
Marc Andreessen, perhaps the most influential venture capitalist, offers a simple definition of artificial intelligence: “The application of mathematics and software code to teach computers how to understand, synthesize, and generate knowledge in ways similar to how people do it.”…Read More
There are some bright spots amid inflation news. Social Security benefits are set to increase, and workers will be able to contribute more to their retirement accounts in 2023 than in 2022. The following details are important considerations for open…Read More
If we’re only ever looking back we will drive ourselves insane As the friendship goes resentment grows We will walk our different ways But those are the days that bind us together, forever And those little things define us forever,…Read More
If you bet against the Golden State Warriors basketball team, and you watched their star, Steph Curry, make a game winning shot, it may have felt like you were losing money from the time the ball left his hand until…Read More
Do you have restricted stock units (RSUs) that have recently vested? If you work in the tech or financial sectors in 2022, that probably means that you have seen a decline in their value (energy sector folks have this in…Read More
