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Jan 18, 2021

Inflation and the Great Fed Money Pump

The role central banks across the world played in orchestrating an economic recovery cannot be understated. While their efforts succeeded in pushing the stock market to fresh record highs, the prospect of meaningful future price inflation as a consequence is very real.

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Jan 11, 2021

COVID Stimulus #2 and Personal Tax Planning Strategies

After months of debate, Congress finally passed round two of economic relief. Along with the allocation of spending dollars, what are some of the other benefits for taxpayers?

Image for The Latest Stimulus, What Does $900 Billion Buy

Jan 4, 2021

The Latest Stimulus, What Does $900 Billion Buy

The positive impact from the previous stimulus has encouraged another package. For individuals that qualify for a stimulus check, the money should arrive shortly.

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Dec 21, 2020

Fraud in Unemployment Claims

Identity theft criminals are always crafting new ways to tap into the financial resources of others. That's not going to change, even with a COVID vaccine. Earlier this year, my husband received a letter regarding an unemployment claim filed in his name.

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Dec 14, 2020

Are You Guaranteeing Losses in Your Portfolio?

After this year of volatility, some investors may want to reduce their portfolio risk and shift toward less risk or risk-free investments. These types of shifts provide protection with a small positive return. Right? Well, not always.

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Dec 7, 2020

Medicare and Medicaid – What’s the Difference?

Many see Medicare and Medicaid as very similar. While they do have some similarities, the types of benefits and services of each can be distinctly different.

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Dec 2, 2020

What is Robinhood?

What is Robinhood investing and is it safe to use? How is it different from using a traditional investment manager?

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Dec 2, 2020

How COVID-19 Impacts Real Estate

While it seems the economy has bottomed out and the recovery has begun, high unemployment and the prospect of a "second wave" of COVID-19 cases continues to create uncertainty for many businesses, including the real estate market.

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Dec 2, 2020

The COVID Effect on Your Bank Account

The Bureau of Economic Analysis reports that savings almost tripled over the first two quarters of 2020. This additional savings helps to cushion rainy day funds, but in today's low-rate environment, there comes the point that you should think about how to make the cash - that you worked hard for - work even harder for you.

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Nov 30, 2020

2021 Tax Outlook: Proposals & Planning

There is always fluidity with tax proposals. However, it is best to have a plan in place for whatever uncertainty may lie ahead. Review your options with your financial and tax advisors.

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Nov 23, 2020

Tesla Joins the S&P 500 Index – The Impact

The addition of Tesla into the S&P 500 Index has been S&P's most controversial decision in recent history. What are the pros and cons of adding the highly valued car company to the Index?

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Nov 16, 2020

Dow Jones: 30,000 Points?

Investing will always be met with uncertainty, whether the Dow is 20,000 points, 30,000 points, or 40,000 points. It is rarely a smooth ride to that next milestone.

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