As we approach the end of 2024, it’s the perfect time to reflect on the year’s financial developments and look ahead to what 2025 may bring. From market fluctuations and interest rate shifts to the rise of AI, there’s much to consider. In our latest blog, we review key economic factors from 2024 and share insights on how these trends might shape the financial landscape in the coming year.
Elections can stir up a lot of uncertainty, but what does it really mean for your investments? In our latest blog, we break down how the stock market has historically performed under different administrations—and why your long-term financial goals should stay the priority, no matter the election outcome.
Ready to unlock the secret to growing your investments? Discover the power of compounding! Our latest blog breaks down how this simple yet powerful tool can help you achieve the financial future you desire. Learn why starting early and using tax-advantaged accounts can make a huge difference.
Equity compensation can boost your income and wealth, but it’s crucial to manage it wisely. Understand the details of your package, from vesting schedules to tax implications. Avoid concentration risk by diversifying your investments. Read more on how we help maximize your wealth-building opportunities in the blog.
In our first installment, we explored avoiding credit card debt, the benefits of long-term investing, and retirement accounts like 401(k)s and IRAs; now, let’s dive into three more essential investment concepts: diversification is key, avoid speculative behaviors, and invest according to your plan. Ready to start your investment journey? Reach out to set up a time, and let’s talk about meeting your financial goals!
Gen Z has nearly 3x more retirement assets than Gen X did at the same age, thanks to improvements like 401(k)s and stock purchase plans. If you’re new to investing, we’re here to help! Read part one now and stay tuned for part two on building a diversified portfolio and a personalized investment plan. Ready to start your financial journey? Reach out today!
Ready for a fun and stress-free summer trip? Here’s a quick guide to budgeting for your vacation! Read more about it in the blog.
Turn market downturns into tax savings! Discover the financial magic of tax-loss harvesting — a smart strategy to offset capital gains and lower your tax bill — in our latest blog post.
Empower the next generation with essential life skills this Financial Literacy Month! Our latest blog post delves into practical ways to cultivate financial literacy in children, from instilling confidence and a strong work ethic to teaching the importance of budgeting, saving, and investing. Check it out and join us in equipping our youth with the tools they need to succeed!
It’s Open Enrollment Season! Check out these planning tips from Lead Advisor Bryan Cassick, MBA, CFP® to make sure you’re getting the most out of your benefits.