Financial Knowledge

October 6, 2025

We were reminded in September that history is only a guide a

We were reminded in September that history is only a guide and not an absolute.  September has traditionally...

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September 3, 2025

Preparing for a Lower Interest Rate Environment

The financial world is on the verge of a meaningful shift. Federal Reserve Chair Jerome Powell has signaled...

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September 3, 2025

Rolling 529 Plan into Roth IRA

Key Rules Eligible only for the 529 beneficiaryThe Roth IRA must be in the name of the person...

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September 3, 2025

Technically Speaking – August

Long Term Resistance SP500:  6525 Long Term Support SP500:   6350 – 6300 then 6125 then 6000-6050 Markets held...

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September 3, 2025

The rally that saw the S&P 500 jump more than 30% in jus

The rally that saw the S&P 500 jump more than 30% in just over 90 days continued in...

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August 6, 2025

Technically Speaking – July

Long-term Resistance: SP500  6430 Long – Term Support: SP500  6100 then 5700 The markets had another positive month...

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August 6, 2025

July is historically the best month of the year for stock ma

July is historically the best month of the year for stock market performance and this year was true...

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August 6, 2025

Bond Funds

Bond funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of bonds....

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August 6, 2025

The AI Revolution Is Here. Now What?

You’ve probably been hearing a lot about artificial intelligence lately. AI this, AI that. It’s no surprise. From...

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