Financial Knowledge

June 2, 2021

Monthly Market Recap – May

May is one of only 2 months during the year where the stock market historically does not finish...

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June 2, 2021

What to do with your 401(k) from a previous employer?

What to do with your 401(k) from a previous employer?  You have options on what to do with...

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June 2, 2021

Short Selling

Short selling is a strategy that investors use to either speculate the decline of an asset or to...

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May 17, 2021

Questions You Should ask Financial Advisors Before Hiring Th

Hiring your first financial advisor can be a little nerve-wracking, especially if you're unsure exactly how you want...

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May 3, 2021

Monthly Market Recap – April

April is traditionally one of the better months for the stock market as investors pour money into retirement...

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May 3, 2021

Technically Speaking – May 2021

Technically speaking: Resistance level: SP500 4200 -4225 Support level: SP500 4150, 4040- 4100, and then 4000 The markets...

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May 3, 2021

ETFs & Mutual Funds

Exchange-Traded Funds and Mutual Funds have become more popular. They both offer less expensive ways to diversify a...

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May 3, 2021

Taxpayers may have unclaimed 2017 tax refunds

The IRS reminds taxpayers they may have money waiting for them. An estimated 1.3 million taxpayers didn't file...

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May 3, 2021

No Longer Conflicted

We have come to appreciate the value of what we do, how we do it, and the results...

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