Missions

Earnings Season Highlights

In the first quarter of 2023, the earnings of companies in the S&P 500 Index declined 2.2%. This was a much stronger showing than Wall Street analysts expected

Briefings - The Economy

Monthly Economic Update – August 2023

August proved to be a tough month for stocks as Investors tried to decipher mixed economic data throughout the month.

Briefings - Markets

Playing Chicken With U.S. Debt

Washington is currently in a classic game of chicken, except instead of using automobiles, the ‘drivers’ are withholding their votes to raise America’s debt ceiling.

Retirement

Understanding IRAs

An individual retirement arrangement (IRA) is a personal savings plan that offers specific tax benefits. IRAs are one of the most powerful retirement savings tools available to you. Even if…

Insurance

Don’t Let the State Determine Your Beneficiary

If no legally valid estate documents exist, then the deceased party dies intestate, and the state determines the destiny for the assets.

Taxes

Crypto Creates an IRS Headache for Everyday Transactions

Every transaction utilizing cryptocurrencies requires reporting on your Federal Income Tax Return which could become a nightmare for everyday transactions.

College Planning

College Can Be Costly for Many

Paying for college used to be easy. Nowadays, it is increasingly more expsensive requiring the student or student's family to plan carefully.

Estate Planning

Creating an Estate Planning Playbook

Creating an estate planning playbook can significantly ease the burden on family members during a highly emotional period.

Elder Care Planning

Watching Over the Elderly

There have been reports that financial elder abuse is on the rise, costing elderly Americans last year an estimated $36 billion.

Investing

Earnings Season Highlights

In the first quarter of 2023, the earnings of companies in the S&P 500 Index declined 2.2%. This was a much stronger showing than Wall Street analysts expected

Basic Training

Insurance Part 1 – Basic Training

In this Basic Training series we look at some of the important types of insurance.

Financial Planning

A Digital U.S. Dollar In The Works

The U.S. Fed is experimenting with digital dollar. Does that mean the U.S. is about to embrace bitcoin?