When it comes to couples and money, communication is the key to a healthy financial marriage. Here is a list of simple tips to keep you and your partner on
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QCD stands for Qualified Charitable Distribution and can be an advantageous way to make a gift to your favorite charity. Kim Scott, CFP®, explains what a Qualified Charitable Distribution is,
After stocks posted the worst December decline since 1931, they promptly rebounded in January and posted the best January return since 1987. And the returns were broad based, with smaller
The stock market rebounded in January, nearly erasing the losses of December 2018. Is the correction over, or will the market “retest” and drop lower again? In this two-minute video,
Please help us welcome the newest member of the FSA Team, Mike Zarrelli! Transcription Hi! I’m Mike Zarrelli and I’m new to the FSA team. I’m from Burtonsville,
Data privacy becomes more important as technology advances and more of our information is available online. Long gone are the days of waiting for monthly account statements – The FSA
Active investment management involves adjusting your portfolio allocation according to trends in the market. Ron Rough, CFA, FSA’s Director of Portfolio Management, explains the difference between active and passive investment
The S&P 500 index finished the month down 9%, the worst December decline since 1931, during the Great Depression. As of Christmas Eve, stocks were down 15% for the month,
RMD stands for Required Minimum Distribution, and is the source of many of the questions we get from clients at FSA. In her #TechnicalTuesday debut, Kim Scott, CFP®, explains what
As 2018 comes to a close, we are all anxious to see if the so-called Santa Rally shows itself. Will the market continue its downward trend into the new year,