Leonard O'Mara, Agent with New York Life

08/16/2024

After two years of higher interest rates, inflation and employment data are pointing to a potential Fed cut. Lauren Goodwin and Julia Hermann - the strategists at New York Life Investments - discuss why this may be the case, what to watch, and what it means for the economy, markets, and investors.
https://bit.ly/3SOlT6E

08/14/2024

It’s midyear Macro Pulse time for the strategists at New York Life Investments. The team shares their midyear outlook, including an updated economic view, thoughts on the Fed, why small caps are rallying, and their best allocation ideas.
https://bit.ly/4dmYHVo

08/12/2024

Summer fun may be priceless for kids, but it’s increasingly costly for their parents. Some go into debt to pay off a summer; others adjust their work hours, scramble to find care, or have to deal with their children feeling left behind by peers headed to pricey summer programs.

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08/09/2024

The economic conditions around the Fed cutting rates have finally changed. So, what does that mean for rates and the market?

08/07/2024

The Dougherty Family College at the University of St. Thomas in Minneapolis, MN is working to eliminate educational attainment gaps. Read to find out more about how to support low-income college students.

The Dougherty Family College at the University of St. Thomas in Minneapolis, MN is working to eliminate educational attainment gaps.

08/05/2024

As a parent, one of the greatest gifts you can give yourself—and your family—is the assurance of a secure retirement. That's why it's important to plan ahead to ensure financial stability during your non-working years. Give your future self a pat on the back by reaching out and letting me help you build the retirement you deserve.

08/02/2024

Social media can be a great resource for tips and advice. But when it comes to your financial security, it never hurts to follow up with a trusted professional. Whatever your goals for the future may be, I can provide customized guidance to help you in your journey. Reach out, and let's talk.

07/31/2024

Grief is a complex journey. The emotional, mental, and physical reactions to personal loss can be difficult and confusing. This interactive site can help you sort things out. It offers different kinds of resources about how to cope with grief. You will hear how grief has affected other families, and what’s helped them thrive, and even find joy.
https://bit.ly/3WJUYLw

07/15/2024

The trick with budgeting is to find a strategy that works for you. Zero-based budgeting is one popular strategy that assigns a specific purpose to every dollar you earn and is a strategy that offers an easy way to save.

If you’re struggling with sticking to a budget, the zero-based budgeting strategy could help you get on track. Learn more about how a zero-based budget works.

07/12/2024

If you’re managing student loan debt — and especially if you’re struggling to keep up with payments — you may have questions about recent proposals and what they mean for you. Here, frequent questions are answered.

How new government policies might benefit federal student loan holders.

07/10/2024

Take control of your future by ensuring you're on the right track to achieve your financial goals.
https://bit.ly/3xF947y

07/08/2024

Having a personal trainer can be a big help if you want to stay in shape. The same is true when it comes to your financial fitness. Reach out, and together we can discuss some holistic strategies to help get your financial health in tip-top shape.