Financial Knowledge

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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May 3, 2021

Retirement for 1099 Contractors

If you are an independent contractor, you will receive a form 1099 instead of an employee who will...

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April 15, 2021

7 Life Events During Which Investment and Planning Advice Ca

Good financial planning means adapting to past life events, developing strategies for current circumstances, and anticipating your future...

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April 2, 2021

Monthly Market Recap – March

Both January and February began with nice rallies, and it was the same in March. On the first...

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April 2, 2021

Technically Speaking – April 2021

Technically Speaking: Long Term resistance:  SP500 4100 – 4150 Long Term support: SP500 3850 then 3750 – 3700...

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