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Many New Year’s resolutions get broken. And broken quickly. We’d like to share a simple strategy that can help you fix that – all while giving your finances in 2025 a kickstart. First, ever hear of “Quitter’s Day?” It’s the day that people start dropping their New Year’s fitness resolutions in big numbers. It falls ... Read more
The Fed cut rates in December, but the prospect for additional cuts in 2025 is quite murky. Here's our take on what this means for markets.
What's the right allocation for you given your age? The answer depends on many factors, and is much more complicated than any rule-of-thumb or target date fund.
Critical financial moves to make by year-end to help you save on taxes this year and enjoy a more financially successful 2024.
Buying a home is one of the largest purchases most people will make in their lives. And this decision carries a lot of weight both personally and financially. But buying a home is about more than simply buying a property – it’s about understanding what being a homeowner is really all about. In this guide, ... Read more
With this news, it seemed like a good time to do a deep dive on 401(k) accounts. With the right plan, contributions, and investment strategies in place, a 401(k) gives you an excellent way to save and invest for the future. And like any kind of investment, you have plenty of options and points to ... Read more
A Mega Backdoor Roth 401(k) is a strategy that can boost your retirement contribution up to $69,000 a year—all through a “backdoor” approach that works around the restrictions of Roth accounts. Instead of contributing directly to a Roth, you can contribute to your 401(k) and then convert it to a Roth 401(k), regardless of your ... Read more
How will tariffs impact the economy, inflation, interest rates, and financial markets? We dive into what tariffs are, and how it is impacting your investments.
The Federal reserve just lowered interest rates for the first time since early 2022, and all signs point to additional interest rate cuts in the months ahead. But how low will they go? More importantly, what do lower interest rates mean for your money and what actions, if any, should you be taking today? With ... Read more
The Fed cut rates by 0.25% at its November meeting, but the outlook for future cuts is very cloudy. Here's our take on what comes next for the Fed.
How will the U.S. election impact your investments going forward? We give our thoughts on what to expect next.
Real estate investments have a number of challenges, including poor business conditions and unattractive prices.
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