News and Articles
News, articles and insights on the latest market updates and financial trends to help guide your journey.
President Biden Announces Student Debt Relief Plans
On August 24, 2022, President Biden announced plans to offer student loan forgiveness to selected individuals. Below is a summary of the executive action that the Biden Administration plans to effectuate. It’s important to note that strong legal challenges to these...
Is Real Estate the Right Investment for Your Financial Goals?
As an investment asset, real estate is growing in popularity for good reason – it’s a powerful way to generate passive income, especially during times of inflation, because rent prices tend to increase right along with the prices of other consumer goods (unlike the...
Adjusting vs. Overhauling Your Financial Plan: What to do When
A strong financial plan helps you stay on track to achieve your short and long-term goals — but even with a plan in place, life can get in the way. Life events can shift your priorities and change what those goals look like, often requiring you to switch up your...
A Guide to Raising Financially Savvy Kids
It’s never too early to start teaching your kids to be responsible with money. Introducing them to basic financial concepts, like managing a budget and paying bills on time, can set them up with the tools they need for long-term success. If you’re looking for ways to...
Why We’re Not Ready to Call This a Recession (Yet)
The gross domestic product (GDP), which is considered the first estimate of national economic growth, was reported this week at a decline of 0.9 percent from last quarter. This is the second consecutive decrease, although it’s an improvement over last quarter’s drop...
Your Step-by-Step Guide to Estate Planning
Planning for what happens to your assets after you pass can be a sensitive, complex subject — one that many believe isn’t necessary if they’re simply passing their assets to their children. The truth is, creating an estate plan is important for anyone that holds...
Which is Better for You: A Will or a Trust?
While you’re working hard to meet your financial goals now, it’s important to start thinking about how you’ll provide financial stability for your loved ones in the future. It’s never too early to begin thoughtfully constructing your estate plan. Both wills and trusts...
Like Oil and Water: The Relationship Between Emotions and Investing
Emotions have an impact on every decision we make. Subconsciously, they influence even our lowest-stakes choices, like picking out a candy bar in the checkout line. So imagine the major role emotions play in decisions that actually matter – the financial investments...
How Did We End Up in A Bear Market, And What Comes Next?
As inflation has risen and stock prices have fallen, we’ve heard a lot of buzz about a bear market recently. And now we’re officially here. Traditionally defined as a period during which stock prices fall 20 percent or more from recent highs, a bear market indicates...
What to Know if You Want to Purchase an Investment Property
Buying property can be one of the best investments you make. An investment property can grow your money exponentially (especially in our current housing market), but that doesn’t mean an investment property is without risk. If you’re considering investing in...