Financial Knowledge

July 2, 2021

Homeownership and taxes: Things taxpayers should consider wh

It’s important for taxpayers to understand how selling your home may affect your tax return. When filing your...

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July 1, 2021

Best First Half Since 1998

Monthly Market Recap - June June is traditionally a very average month for the market, with a typical...

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June 21, 2021

15 Free and Fun Things to Do This Summer

With summer firmly in view and an economy still recovering from the drama of the COVID-19 pandemic, you...

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June 2, 2021

Technically Speaking – May

Long Term resistance – SP500 4240 -4250 then 4300  Long Term support- SP500 4150 -4175 then 4050 -4075 then 4000 ...

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June 2, 2021

Identity theft protection for taxpayers in six steps

Thieves are actively working to steal the taxpayer information and identities. Everyone should do everything they can to...

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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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