Market Commentary: Seven Important Things to Remember In 2025
“Stocks take the escalator up, but the elevator down.” Old investing maxim
Blog
Continue Reading!
Took Their Ball and Went Home: Staying in Play with Job-Creators
Valentine’s Day was tough on New Yorkers who hoped to benefit from the more than 20,000 new jobs from Amazon’s move there (not to mention all the additional jobs from construction and supporting the new employees).
Jamie Hopkins on “Stacking Benjamins”
We’re going to dive into everything mortgages 101 today, like PMI, the negotiability of fees, and the lie that everyone quoting rates is telling. On today’s show we welcome the guy who’s teaching us everything millennials need to know about mortgages, Jeff VanNote.
How Do I Know Which Investment Strategy Makes the Most Sense for Me?
Our disciplined discovery process is key to understanding the right investment strategy for your specific situation. Once we have the answers from our clients, we begin to think about the second category of factors which involve the overall health of the economy.
Tax Cuts and Jobs Act Changed Things More Than You Realize
The Tax Cuts and Jobs Act made a lot of changes. It was the single largest tax reform bill in nearly 30 years. However, the impact of the TCJA might be a lot broader than most realize. Almost every small business owner in the country is impacted by a new tax deduction called 199A.
How Can I Donate in the Most Efficient Way Possible?
There are many ways to give to nonprofit organizations – from dropping off your old couch at Goodwill to volunteering at the local soup kitchen. When it comes to giving money, there are many personal benefits, both emotional and financial.
From Washington to Your Wallet: How the Federal Funds Rate Affects Personal Finance
If you’ve watched the headlines at all in the last month, you know the markets aren’t sitting still. From the worst Christmas Eve on record to the Dow’s largest jump ever just a few days later – losses and gains seem to have less pattern every day. Experts are divided on how 2019 will look, …
