We love to inform people on the latest industry trends and how to make educated financial choices. Be sure to stay connected with us, and updated with our discussions!
Fewer Eggs In The Basket
The stock market is being driven higher by fewer and fewer stocks. Why are investors favoring these companies and ignoring the rest of the stocks?
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Coordinate Your Accounts Together [Video]
[Video] Investing: Coordinate Your Accounts Together | Set up one day each month where you review all your investments and accounts to make sure items don’t get overlooked.
Nasdaq 20 Year Comeback Story
Why did it take more than 20 years for the Nasdaq to overtake the S&P 500 after the Tech Bubble burst? We look at the performance of these two indexes in this week’s post.
Employee Benefits: Open Enrollment, The Most Valuable Benefits [Video]
[Video] Employee Benefits: Open Enrollment, The Most Valuable Benefits | Three very important benefits to make sure you are utilizing them to the best extent you can
The 100 Year Loan
What’s driving the ability of Austria to issue 100 year bonds as extremely low interest rates? It’s the same policies that have driven stocks higher.
Financial Goals: Are We There Yet?[Video]
[Video] Financial Goals: Are We There Yet? | Do you know what your end goal looks like?
Economic Insight From Restaurant Booking Trends
On a recent trip to Tennessee my family and I enjoyed our first sit-down visit at a restaurant in over 3 months. It was awesome to eat some good food AND not have to clean dishes! What economic insights can we get from restaurant booking trends? One of the biggest casualties from COVID is the…
Investing Based On When You Need Your Money [Video]
One way to invest is by determining what the time horizon of your financial savings goal is.
Stock Market Volatility Brings Opportunities
When stocks are volatile, how can investors take advantage of new opportunities? 2020 has been a great test case in how stock market volatility brings with it new opportunities.
Should You Refinance Your Home? [Video]
Should you refinance your mortgage? This is a question we’ve been getting more and more frequently as interest rates have come down. But like any good financial planning answer – it really depends!
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Financial Market Update: The Recovery Continues [Video]
The expectations have picked up and unemployment continuing claims have come down quite a few million people. This 25 minute market update is for the week of June 1, 2020: Market & Economic Update EIDL & PPP Loan Details Tax Update (Business & Personal) FDS Resources Here are links to the resources mentioned in our…
State of the Stimulus
How has the coronavirus stimulus helped the economy? There are still funds to be deployed but a second stimulus package is likely needed.
