Smit Patel, Financial Advisor

08/10/2020

While Congress has stalled on a stimulus package, that doesn't mean you won't get a second stimulus payment?

Will President Donald Trump send you a second stimulus check by executive order?

07/31/2020

Employees said they are focused on financial planning significant to them, including getting married, managing , or paying a mortgage.

Employees surveyed said their ideas and feeling about money varied greatly throughout each life stage, and 40% identified more with others who are going through similar life events than those in defined generations.

07/29/2020

Another value millennials hold closely: The ability to work remotely and have a flexible schedule.

In the past few months, remote teams and virtual meetings have taken center stage as businesses determine a better way to work through the crisis and beyond.

07/24/2020

The inherent extra return participants enjoyed for many years has almost disappeared because of changes in tax laws and high fees.

07/17/2020

The 6 Personal Finance Podcasts You Should Be Listening To

In this new age of media, podcasts are king. I compiled a list of my favorite podcasts that are perfect for anyone interested in personal finance and looking to become more financially literate.

07/06/2020

Enjoyable: A second or third income stream will take up a lot of your free time, so it's best if you like what you do.

Multiple streams of income can help boost your savings or pay off debt. Take a look at these strategies to start building wealth today.

06/09/2020

Here are four principles that I am using in the current climate to ensure that our firm emerges stronger and more successful than ever.

05/22/2020

As a small-business owner, more than likely, you are the key person in your business.

Being prepared for the unknowable can put your business in position to take full advantage of an otherwise lousy situation.

05/21/2020

Like a Roth IRA, you don't get a deduction for your contributions to a nondeductible IRA, but there are significant differences in how the distributions are taxed.

Learn everything you need to know about saving for retirement in the different types of Individual Retirement Accounts, or IRAs.

05/11/2020

Need to use your Paycheck Protection Program loan but your employees want to stay on unemployment? Learn what you can still do to get your loan forgiven.

05/08/2020

In sum, we find waning evidence for the idea that large companies do not innovate and that their business will soon be disrupted by small firms.

For one thing, big firms are spending more and more on R&D.

04/27/2020

How long can investors expect this extreme narrow market breadth and mega-cap concentration to last?

The stock market has been propped up by a handful of mega-cap companies leading into the outbreak of the coronavirus pandemic. The five largest ...