Market Outlook 2025: Animal Spirits
Gain key insights on the markets for the upcoming year with Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist. Download Guide
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Were Mom and Dad Right? The Value in Paying Yourself First
I remember growing up and being taught that you should pay yourself first. My parents taught me that 10 percent of my income should be put into savings before paying bills or splurging on entertainment. These days, saving doesn’t have to mean keeping money in a bank.
Everyone Offers Retirement Planning These Days. What’s so Special About Our Approach?
We often compare retirement planning to trying to hit a moving target in the wind. The target is your retirement goals – essentially what you want to spend and accomplish with your finances. The target is moving because you don’t know how long you will live – your retirement could last 5 ye …
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.
