Suppose you’ve been contributing to a 529 college savings plan, but your son or daughter doesn’t use all the money for tuition, books, etc. Do you just ask for the
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In this month’s Technical Tuesdays video, Kim and Mike share questions to ask yourself when considering buying a second home. Questions to Ask Before Buying a Second Home Transcript
Chris Jones presents our March video market update and shares what FSA is doing to respond. Stock Market Update Transcript Hi, everyone, I’m Chris Jones, trader here at FSA, and
The month of February was filled with record-breaking performances as all three major indices topped their all-time highs. Most notably, the S&P broke above the 5000 level after hitting resistance
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, share some analogies to consider when managing personal finances. Analogies to Simplify the Complex Transcript Mike: Hey, everyone. Welcome to our
Most of the investing world is a bit weird about the Federal Open Market Committee meetings, which is where the nation’s central bank announces its latest interest rate policy. The
Let’s be honest – managing your personal finances can be complicated, especially when you go beyond the numbers and add the emotional complexity that comes with money. Unlike human survival
Jordan Daugherty, CFA, Investment Analyst, presents our December video market update and shares what FSA is doing to respond. Stock Market Update Transcript Hello. I’m investment analyst Jordan Daugherty, and
And just like that, 2023 is almost in the books. This year, like many other years, was full of ups and downs, wins and losses, and a few lessons learned.