An old market adage says, “the market takes the stairs up but the elevator down.” Well, the last month flipped the script as global stocks zoomed up to record their
One common goal for those in their 30s-50s is to fund their children’s college education. Attaining this goal is no small feat. Over the years, college tuition and room and
529 Plan, College Loans, Education Expenses
529 Plan, Blogs, College, College Loans, Financial Responsibility
With the volatility in the markets lately, you might not realize that we are currently experiencing an outrageous investment mania. Stocks of companies that are involved in artificial intelligence have
Kim Basenback, CPF®, CeFT, and Mike Zarrelli, CFP®, EA, discuss retirement planning and walk through a retirement checklist in this Technical Tuesdays video. Retirement Planning Checklist Transcript Mike: Hey,
With the 2022 extended tax filing deadline (October 16, 2023) come and gone, we thought it would be a good time to review a handful of tax tips before 2023
Jordan Daugherty, Investment Analyst, presents our September video market update and shares what FSA is doing to respond. Stock Market Update Transcript Hello, I’m investment analyst Jordan Daugherty, and
Markets spent the first half of August dipping to June price levels before a rigorous rebound at month’s end. A general uptrend in stock prices remains intact. The energy sector
Getting married can be a wonderful decision! You bring two people from different backgrounds with unique experiences and family dynamics together to create a new family unit. While it is
How long do you think you’re going to live? How does that compare to other countries? One of the most surprising pieces of news to many people is that they
Budgeting, Interest Rates, Life Longevity, Retirement Savings
Budgeting, Financial Planning Newsletter, Interest Rates, Retirement, Retirement Savings, Taxes
Chris Jones, Trader, presents our June video market update and shares what FSA is doing to respond. June 2023 Stock Market Update Transcript Hi, my name’s Chris Jones, and here’s