Ways to Ease the Cost of College
A look at grants, scholarships, 529 plans, and other methods.
The Latest Trade Developments #WEVU 5/20/19
In this week’s recap: tariffs and U.S.-China trade tensions once again become the talk of Wall Street, and U.S. stocks end up lower, week-over-week
Should You Use 529 Plan Funds on K-12 Education?
Federal law says you can, but you may want to think twice about it.
Tariffs Increase #WEVU 5/13/2019
In this week’s recap: domestic and international stocks sell off as higher tariffs go into effect for Chinese goods coming to the U.S., while the wave of notable initial public offerings continues.
Personal Financial Dashboard
The same way you need a dashboard in your car to get to your next destination, you need a financial dashboard to get to your next financial level.
Indications of a Thriving Economy #WEVU 5/6/19
The Federal Reserve stands pat on interest rates, key indicators show strength, and stocks end the week little changed.
Spring Cleaning! [Complimentary Shredding]
Bring your unwanted & unneeded documents to our office & we’ll take care of shredding them for you.
A Shift in Focus Following a Strong Quarter #WEVU 4/29/19
In this week’s recap: stocks come all the way back from their December lows, Q1 growth surpasses expectations, and earnings take center stage.
Including Digital Assets in Your Estate Plan
What should you know? What should your executor know?
Stocks Move Sideways #WEVU 4/22/19
In this week’s recap: stocks move sideways as earnings season gathers momentum, and retail sales jump.
Following Lull, Stocks Break Out #WEVU 4/15/2019
In this week’s recap: stocks advance after earnings season gets off to an encouraging start, and consumer prices rise the most in more than a year.
Stocks Post 2nd Straight Weekly Gain #WEVU 4/8/19
In this week’s recap: stocks rise with help from a reassuring March employment report as well as news of further progress in U.S.-China trade talks.
Guarding Against Identity Theft
Take steps so criminals won’t take vital information from you.
Stocks Close Out a Great Quarter #WEVU 4/1/2019
In this week’s recap: stocks close out a great quarter, mortgage rates decline, and Wall Street awaits a wave of IPO action.
Ways the Middle Class Can Make a Difference for Charity
You don’t need to be wealthy to make an impact and get a win-win.
The Yield Curve Inverts #WEVU 3/25/19
In this week’s recap: the "yield curve" inverts for the first time this decade, the Federal Reserve adjusts its stance on interest rates, and the price of oil climbs.
When You Retire Without Enough
Start your “second act” with inadequate assets, and your vision of the future may be revised.