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The Pros and Cons of Investing at Market Highs

September 25, 2024
People holding up arrow, representing investing at market highs

Investing in the stock market at or near all-time highs often raises concerns among investors about the potential for imminent declines. However, historical data provides a nuanced perspective on the outcomes of such investments. Here, we explore statistical market facts… Read Now >>


The Fed’s Role in Shaping Interest Rates and Market Expectations

September 17, 2024
Business chart, representing fluctuating Fed rate

The Federal Reserve’s decisions on interest rates play a crucial role in shaping market expectations and the economic outlook. Investors closely monitor the Fed’s policy statements and actions to gauge future interest rate trends and their potential impact on various… Read Now >>


Tax Planning Strategies Before the End of TCJA Tax Cuts

September 10, 2024
Market charts and calculator - stock market crash concept

Several tax cuts introduced by the Tax Cuts and Jobs Act (TCJA) in 2017 are facing expiration. For investors and business owners, proactive year-end tax planning is essential to maximize benefits and minimize liabilities ahead of these potential changes in tax… Read Now >>


5 Questions to Ask Your Mortgage Lender Before Signing

September 3, 2024
House keys held in the sky, mortgage questions concept. What to ask your mortgage lender.

Before committing to a mortgage for your home purchase, it’s crucial to ask your lender key questions to ensure you fully understand the terms and conditions of the home loan. This due diligence can save you money and prevent future… Read Now >>


5 Reasons to Invest in Solar Panels

August 27, 2024
Solar panels on rooftop

Investing in solar panels offers numerous financial and environmental benefits. It can be an attractive option for both individual homeowners and businesses. Beyond the overall cost savings on energy bills and tax advantages, solar panels contribute to long-term sustainability and… Read Now >>


How Do Election Years Impact the Stock Market?

August 21, 2024
White house, representing election year stock market volatility

The stock market’s performance during election years often reflects the uncertainty and anticipation surrounding political transitions. Historically, the market tends to exhibit increased volatility as investors react to potential policy changes. There is often some hesitation among investors as they… Read Now >>


Can You Use AI to Manage Your Investment Portfolio?

August 14, 2024
AI Investment management, digital internet concept

The integration of AI into investment portfolios marks a significant shift in the landscape of asset management. AI-driven investment strategies may include tools such as algorithmic trading and robo-advisors. This burgeoning technology offers new avenues for enhancing portfolio performance through… Read Now >>


The Impact of AI on Financial Planning

August 6, 2024
Abstract technology concept, representing AI in financial planning.

Artificial Intelligence (AI) is poised to revolutionize financial planning by enhancing data analysis, automating routine tasks and personalizing client experiences. With the assistance of AI, financial advisors can leverage vast datasets to gain deeper insights into market trends and individual… Read Now >>


What You Need to Know About IRS Form 5500

July 30, 2024
Business team, representing IRS form 5500 for employe benefits

If your business offers employee benefits, you need to know about IRS Form 5500. It is an important compliance form with specific regulations and deadlines that should be understood when it comes to your company’s annual tax planning. What is… Read Now >>


Consider a Roth IRA Rollover to Avoid an Overfunded 529 Plan

July 24, 2024
Books, education concept representing Section 529 Roth IRA Rollover

Have you established a Section 529 savings plan for a child, grandchild or other family member? Even if you are just thinking about this college savings strategy, it’s important to understand how it works and what your options are when… Read Now >>