Most Recent Article
Economic Update
Using Section 529 College Savings Plans for Education Expenses
At a high level, the account is owned by one person, and a successor owner is named. Usually, these are the parents of a child, with the child being the beneficiary. However, anyone can own a 529 plan for the benefit of a child. Furthermore, any individual can...
Economic Update
Employment Employment numbers are important to review as they provide solid indicators for spending patterns and consumer confidence. Click the graph below for the most current information on employment. Manufacturing The ISM manufacturing index (formerly known...
More Articles
Durable Retirement Income: What It Is and Why It’s Important
Durable Retirement Income: What It Is and Why It’s Important When reading about retirement income, you may see the term “durable” used. In this context, durable refers to retirement income that you can’t outlive, that the market can’t take away, and that will...
Maximize Your 401(k) Benefits at Work
How Are You Planning for Your Retirement? Someday, we will all retire or at least slow down. The question is, how prepared will you before that day? In case you are among those who have not started saving for retirement or have only saved a token amount, there...
Strategies for Managing Market Volatility
Three Strategies to Help Offset Market Volatility Yes, the stock market is volatile right now, and U.S. inflation is not helping any, but there are three strategies that you can use to help offset that volatility. This article will introduce those strategies,...
Is This Stock Market Volatility Rational, And Will It Ever End
This Article Briefly Looks at Stock Market Volatility and its Longevity. In last month’s article about inflation, we learned how it was having a huge impact on patterns of consumption behavior. This month, we will explore what to expect in this period of...
Inflation is Rising Faster Than Wages are Growing – But Investment Opportunities Still Exist
Costs Are Growing and Confidence is Falling, But Investors Should Remember This is a Marathon, Not a Sprint We’ve been suggesting for months that, in our view, inflation will not be transient and instead is likely to persist for the foreseeable future. Given data...
Services Disclaimer
For those persons inquiring from states where I do not currently hold securities and/or insurance licenses, I cannot transact business in that state nor provide follow-up or individual responses, until after obtaining the appropriate licenses and/or registrations in that state.
Recent Comments