Financial markets have struggled to gain traction since the banking crisis emerged in early March. Despite the headwinds, the S&P 500 finished April in positive territory (+1.60%); the move was
Tax season is here, and millions of people are getting a tax refund. Are you one of them? If so, you should plan ahead for what you’ll do with it.
 Myennohweh McCurrie, CPF®, and Mike Zarrelli, CFP®, EA, chat through the cost of having kids and share some tips on how to handle those extra expenses. The Costs of Raising
A combined measure of 10-year government bond yields from a basket of major economies has fallen below a similar basket of one- to three-year government bonds; in other words, you
And we are back with this part 2 blog post about the changes made in the SECURE Act 2.0. This time around, we’ll cover modifications to Roth accounts and 529
401(k), 529 Plan, QCD, Qualified Charitable Distribution, SECURE Act 2.0
401k, 529 Plan, Blogs, Qualified Charitable Contribution, SECURE Act
Jordan Daugherty, Investment Analyst, presents our January video market update and shares how FSA is responding. February 2023 Stock Market Update Transcript Hello, I’m investment analyst Jordan Daugherty, and this
Markets roared back to life in January in the face of continued pressure from tightening monetary conditions. After a series of treacherous whipsaws in 2022, investors are feeling particularly cagey
Congress got busy right as 2022 came to a close with passing the SECURE Act 2.0. The SECURE Act 2.0 is a follow up to the original SECURE Act that
My goodness; stocks are taking a terrible beating these days. From the way the market is behaving, one might think that some of the world’s largest and most profitable companies
Recession, Roth, stock market, Student Loan
Financial Planning Newsletter, Recession, Roth, Student Loans
Jordan Daugherty, Investment Analyst, presents our November video market update and shares what FSA is doing to respond. NOVEMBER STOCK MARKET UPDATE TRANSCRIPT Hello, I’m Jordan Daugherty, the investment analyst