Election Update: 2021 May Bring Some Changes
Back in January 2021, as the 117th Congress prepared to take office, a lot of speculation centered on what the […]
Client Conversations
Every election cycle brings the same question from investors: how will the election affect the stock market? The short answer
Emergency Fund
A common guideline is to hold enough to cover three to six months of essential expenses, but the right amount
2021 Opens With a Bang!
Stock market volatility is how much and how quickly share prices move up or down over a period of time.
Weekly Market Insights: The Year in Review
2020 was turbulent but ultimately strong for equity investors. The U.S. stock market rebounded from its March downturn, the Nasdaq
5 Highlights of the New Stimulus Package
When Congress passes a major economic stimulus package, it typically bundles together several types of relief — direct payments, expanded
Disposable vs. Discretionary Income
Understanding the difference between disposable income and discretionary income is one of the simplest ways to get a clearer picture
Holiday Spending
Every year, holiday spending habits shift based on the economy, consumer confidence, and what households decide matters most that season.
What’s the Buzz with Bitcoin?
Hardly a conversation goes by these days without someone asking about Bitcoin or other cryptocurrency assets. Whether it comes up
Thinking of You During the Holidays
Holiday season greetings are a simple way to tell the people in your life that you’re thinking of them. They
