The Nation’s Largest Asset Markets – Asset Allocation
A survey conducted by the Federal Reserve found that assets in the United States have risen in value over the past few years, as equity...
Category: Financial Planning
Rates Remain Stubborn – Fixed Income Overview
Inflationary pressures and better than expected employment data, pushed rates slightly higher in March, persuading the Fed to hold off on its rate reduction strategy....
Benefits Of A Trust Versus A Will – Estate Planning
A properly drafted will or trust is essential for anyone that has assets to leave to heirs. Either a will or a trust allows you...
Estate Tax Exemption On Track To Decrease In 2026 – Estate Planning
Estate tax exemptions began with the Revenue Act of 1916, which imposed a transfer of wealth tax on the estate of any deceased U.S. citizen...
Medicare Coverage Heading Into 2024 – Retirement Planning
With open enrollment upon us, millions of Americans will be deciding on which, if any, changes to make to their Medicare coverage. The Open Enrollment...
Fixed Income
As expected, the Federal Reserve announced the execution of its final rate increase in early May. Bond markets reacted with lower long-term yields as the...
SECURE Act 2.0’s Benefits ROTH IRAs & 529 Savings Plans – Financial Planning
The SECURE Act 2.0, passed by Congress on December 29 as part of a new 1.7 trillion spending bill, instituted a wide array of changes...
More People have Grim Outlooks on their Financial Situations – Consumer Expectations
With high inflation and a recessionary environment being landmarks of 2022, many households have started to doubt the economy. Going further back to the start...
Life Insurance Payouts Pass a Record $100 Million – Insurance Overview
As the effects of the COVID-19 pandemic continue to unravel, life insurance payouts for 2021 now show just how extraordinary the deaths recorded were. While...
Inflation Can Be Different For Those Over 62
Data compiled by the government via the Bureau of Labor Statistics (BLS) maintains a separate tally of inflation for people over 62. The rarely heard...