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Are You Guaranteeing Losses in Your Portfolio?
After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.
Medicare and Medicaid – What’s the Difference?
Many see Medicare and Medicaid as very similar. While they do have some similarities, the types of benefits and services of each can be distinctly different.
What is Robinhood?
What is Robinhood investing and is it safe to use? How is it different from using a traditional investment manager?
How COVID-19 Impacts Real Estate
While it seems the economy has bottomed out and the recovery has begun, high unemployment and the prospect of a "second wave" of COVID-19 cases continues to create uncertainty for many businesses, including the real estate market.
The COVID Effect on Your Bank Account
The Bureau of Economic Analysis reports that savings almost tripled over the first two quarters of 2020. This additional savings helps to cushion rainy day funds, but in today's low-rate environment, there comes the point that you should think about how to make the cash - that you worked hard for - work even harder for you.
2021 Tax Outlook: Proposals & Planning
There is always fluidity with tax proposals. However, it is best to have a plan in place for whatever uncertainty may lie ahead. Review your options with your financial and tax advisors.
Tesla Joins the S&P 500 Index – The Impact
The addition of Tesla into the S&P 500 Index has been S&P's most controversial decision in recent history. What are the pros and cons of adding the highly valued car company to the Index?
Dow Jones: 30,000 Points?
Investing will always be met with uncertainty, whether the Dow is 20,000 points, 30,000 points, or 40,000 points. It is rarely a smooth ride to that next milestone.
Oh, Yuck! It’s Open Enrollment Time!
Open enrollment doesn't need to make you anxious! Review the different options available and to be aware of helpful resources.
What's a SPAC?
SPACs, also known as "blank check" companies, have raised over $48 billion this year, and it seems like every day a new one gets announced. But what exactly are they, and how do they work?
Great Parents, Bad Savers?
It’s stressful to know that your parents haven’t prepared for retirement. It’s even more stressful to think that they may depend on you financially.
Upcoming Election: Will it Impact Your Estate Plan?
When it comes to estate planning, current policies have never been more favorable than today. Everyone’s goals and intentions for wealth transfer are different, so customizing a strategy that fits your needs is the most important first step.