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The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed contin...
12/07/2023

The fears that dragged on the stock market since August evaporated in November as fresh inflation data reaffirmed continuing progress in the fight against rising prices.

The Dow Jones Industrial Average gained 8.77 percent, while the Standard & Poor’s 500 Index advanced 8.92 percent. The Nasdaq Composite, which has led all year, picked up 10.70 percent.1

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.
11/24/2023

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

This calculator can help you estimate how much you should be saving for college.

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.
11/17/2023

What's better—a 30-year or 15-year fixed-rate home mortgage? The answer may surprise you.

Estimate the total cost in today's dollars of various mortgage alternatives.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consist...
11/10/2023

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Three important factors when it comes to your financial life.

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitica...
11/07/2023

Investors faced challenges as stocks moved lower due to multiple headwinds, including rising bond yields and geopolitical tensions. However, many remain confident as they look for initial indications of consumer strength by gauging early holiday shopping levels.

Rising bond yields, geopolitical tensions, sticky inflation, and mixed earnings reports combined to push stocks lower last month.

Pay off debt or invest the money? Things to consider before you commit to either option.
11/03/2023

Pay off debt or invest the money? Things to consider before you commit to either option.

This calculator will help determine whether you should invest funds or pay down debt.

This piece presents an overview of fundamental steps to consider when a loved one passes.
10/06/2023

This piece presents an overview of fundamental steps to consider when a loved one passes.

An overview of some fundamental steps when a loved one passes.

Stocks faced headwinds in Q3 as bond yields rose, impacting investor sentiment. With inflation data and interest rates i...
10/06/2023

Stocks faced headwinds in Q3 as bond yields rose, impacting investor sentiment. With inflation data and interest rates in focus, market watchers anticipate a potential rate hike.

Stocks lost a portion of their first-half gains in the third quarter as a continued tight monetary bias from the Federal Reserve sent bond yields higher, unsettling stock investors throughout August and September.

If you don’t have an , here’s some reasons why you should.
09/22/2023

If you don’t have an , here’s some reasons why you should.

Do you have an estate strategy? You should.

Earnings season can move markets. Find out why.
09/15/2023

Earnings season can move markets. Find out why.

Earnings season can move markets. What is it and why is it important?

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.
09/08/2023

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

Despite challenges from rising yields and credit downgrades, stocks staged a late-month rally. All eyes are now on the F...
09/08/2023

Despite challenges from rising yields and credit downgrades, stocks staged a late-month rally. All eyes are now on the Fed's upcoming meeting, while National Preparedness Month reminds us to get equipped for unexpected challenges.

After sliding for much of last month on rising yields, credit rating downgrades, and economic weakness out of China, stocks staged a late-August rally to help trim losses.

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3837 NW Boca Raton Boulevard
Boca Raton, FL
33431

Telephone

+19546635607

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