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Wednesday, March 22, 2023

About the U.S. Banking SystemWith recent headlines about two failed U.S. banks and their ripple effect throughout the banking sector, we want to summarize the latest information on this evolving event. We assure you we are monitoring...

Friday, March 3, 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...

Tuesday, February 21, 2023

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs),...

Monday, January 30, 2023

Stocks added to their early 2023 gains amid a busy stream of mixed corporate earnings results and conflicting economic data.The Dow Jones Industrial Average gained 1.81%, while the Standard & Poor’s 500 added 2.47%. The Nasdaq...

Tuesday, December 6, 2022

As the year’s final month, December brings holiday gatherings and hopefulness for brighter days ahead in 2023. Looking back at how the economy performed in November, we saw lighter holiday-week trading at Thanksgiving...

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Tuesday, November 8, 2022

It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...

Tuesday, November 1, 2022

The energy topic has been central to many conversations during ongoing market volatility this year, and for a good reason. Oil and natural gas prices have fluctuated widely in recent years. Additionally, nearly every aspect of the...

Monday, October 17, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Monday, October 10, 2022

Like many Americans, you may be feeling pain from the high cost of living every time you buy groceries or fill up at the pump. Surging food costs and higher gas prices are pinching consumers, especially those living on a fixed income....

Thursday, September 22, 2022

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...

Friday, August 26, 2022

As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...

Thursday, August 11, 2022

July was yet another month of roller coaster ups and downs, marked by continued consumer concerns about supply chain issues and higher costs for goods and services. The weather wreaked havoc in many parts of the country, as torrential...

Tuesday, August 2, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Tuesday, July 12, 2022

Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...

Tuesday, June 28, 2022

This fascinating white paper from Virtus discusses a variety of behavior and cultural factors that influence the way we think and act about money

Wednesday, May 11, 2022

Here are five facts to remember when the market gets bumpy: 

Monday, April 25, 2022

Recently, you may have seen some headlines talking about an “inverted yield curve” and what it may mean for the economy.  An inverted yield curve is just one indicator of the economy’s possible direction. so...

Monday, April 11, 2022

An inverted yield curve needs to remain inverted to be considered an indicator. Recessions aren’t instantaneous. It’s a deceptive signal for your portfolio.

Friday, April 1, 2022

Tuesday, March 15, 2022

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Monday, February 28, 2022

Wednesday, January 5, 2022

Monday, December 6, 2021

Tuesday, September 21, 2021

Wouldn’t it be nice if the stock market didn’t have such violent swings in either direction? Especially the dramatic downward plunges - we’d ALL like to avoid those! But the reality is, the markets include a certain...

Thursday, September 9, 2021

Fall is here, and it’s time once again for football! After a long off-season, it’s exciting to get back to live games! It’s also an opportunity to examine what the NFL can teach us about the importance of tenacity,...

Monday, August 30, 2021

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently.CNBC reported on findings that place 401(k) accounts at...

Monday, August 2, 2021

The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...

Monday, July 26, 2021

An important factor I take into consideration when working with clients to determine their retirement goals is the cost of inflation. It may be a hard number to pinpoint exactly, yet ignoring inflation poses a great risk to financial...

Saturday, July 3, 2021

Gear up for the holiday with some history knowledge! The Fourth of July is the perfect opportunity to read up on the Founding Fathers of the United States, a term coined by a speech given by Warren G. Harding in 1916. Here are a few...

Thursday, June 10, 2021

The summer is in full swing! June brings us the official start of summer and the longest days of the year, which means plenty of time to enjoy the sunshine and extra evening light. It also brings Father’s Day and graduations...

Wednesday, June 2, 2021

You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...

Thursday, May 6, 2021

Will your retirement dreams match your reality?That's perhaps the most critical question to ask people who are currently retired. Was your retirement what you expected, or was it something else?For more than 30 years, the Employee...

Thursday, April 22, 2021

President Biden has unveiled his $2.3 trillion infrastructure plan; now, the focus turns to how the Administration proposes to pay for all (or some of) the measures. While these plans are still subject to significant change,...

Friday, March 5, 2021

As our society continues to become more and more connected digitally, it unfortunately creates a breeding ground for criminal activity as well. The growing pool of personal and financial data being stored and transferred online...

Thursday, March 4, 2021

While we all hope its something that will never affect us personally, cancer is a worry to all who are impacted by it. Along with the anguish of being diagnosed with cancer, many patients are also hit with major medical bills for...

Wednesday, March 3, 2021

We wanted to send along a reminder that the General Open Enrollment Period to apply for Medicare Part A and/or Part B is January 1 through March 31, 2021. Coverage for those who do enroll will begin July 1, 2021.Most people enroll in...

Wednesday, March 3, 2021

Stocks dropped amid rising long-term bond yields, with sharp declines in high-valuation growth stocks leading the overall market lower.The Dow Jones Industrial Average slipped 1.78%, while the Standard & Poor’s 500 declined...

Wednesday, December 16, 2020

For all the discussion surrounding Social Security – on the news, online, at cocktail parties – there are more than a few obscure features of the program that fly under the radar, and that can impact your...

Wednesday, December 16, 2020

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

Monday, October 5, 2020

Autumn is in full swing! I love this time of year because of the ghouls and goblins, the steady roll toward the holidays, and lots of quality time with friends and family. I hope you’ve had some time to enjoy fall football,...

Tuesday, September 29, 2020

When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...

Tuesday, September 22, 2020

Navigating the death of a close family member can be difficult to endure. When a loved one is lost, the first thoughts likely won’t be about what to do with their IRA. But for beneficiaries, it is important to make wise...