Financial Insights to Support Your Next Step

Browse articles on retirement planning, tax strategies, estate topics, and more—written to support informed financial decision-making.

Explore Our Latest Articles

Stay informed with insights on retirement, investing, tax strategies, and more.

Search By Keyword, Date, Etc…

Archives

Categories

Weekly Market Report: August 15–19, 2022

By David Hollander | August 22, 2022

Markets were off a little bit this week, as an article in the Wall Street Journal suggested that the Fed may be disengaged with the stock market. The Dow Jones was down 0.2%, S&P 500 off 1.2%, NASDAQ down 2.6. The ten-year Treasury was slightly up at 0.1 to close…

Six Ways to Generate Income in Retirement

By Elias Mael | August 19, 2022

Last Updated: August 12, 2024 Do you know if you will have enough money during retirement to cover the cost of your housing, food, entertainment, and other activities you enjoy? You need money to enjoy a comfortable retirement, whether that be from a basic savings account, retirement account, or a…

Weekly Market Report: August 8–12, 2022

By David Hollander | August 15, 2022

Inflation Took a Step in the Right Direction Inflation took a step in the right direction this week as headline CPI and PPI data came in better than expected. The markets liked it quite a bit. The S&P 500 finished the week up 3.3%, the Dow Jones up 2.9%, and…

What Is a Recession?

By Amanda McFarlane | August 12, 2022

Last Updated: August 12, 2024 Volatile stock markets, rising interest rates, and the highest inflation rates in 40 years bring one nagging question to the front of Americans’ minds: Are we in a recession? What Is a Recession? Definitions abound, so let’s discuss what a recession is—simply put, a recession…

Weekly Market Report: August 1–5, 2022

By David Hollander | August 8, 2022

Unexpected Jobs Data In July, the U.S. economy added an impressive 528,000 jobs. This was double the expected jobs number. However, the market didn’t do so well this week. The Dow was off slightly, off 0.1%. S&P was up a little bit, 0.4. Nasdaq up 2.2 for the week, but…

Weekly Market Report: July 25–29, 2022

By David Hollander | August 2, 2022

The market had a pretty good day last Tuesday. For the week, the Dow finished up 3%, S&P 500 up 4.3%, NASDAQ was up 4.7. It’s still off over 20% for the year, so technically, in a bear market. The ten-year treasury was down to 2.66% on the yield, and…

Estate Planning for Valuable Cars or Car Collections

By David Hollander | August 1, 2022

Last Updated: August 12, 2024 You love it. You know you do. Why else would you spend so much time with it? I’m talking about your favorite car or, if you’re fortunate, car collection. The truth is, when you die, decisions will have to be made about your precious collection…

The True Cost of Homeownership

By Amanda McFarlane | July 22, 2022

Last Updated: July 25, 2024 To many, owning a home is the pinnacle of adulthood, responsibility, and success. When you think about purchasing a home, you may tend to only think about it in terms of your down payment and monthly mortgage payment. But to limit your homeownership budget to…

Let’s Strengthen Your Financial Future Together

Your goals are important to us. If you’d like to learn more about your financial options, you’re welcome to speak with our team or join one of our educational workshops.

Or give us a call at 888.588.5818