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At the end of 2023, the Magnificent 7 (Apple, Microsoft, Amazon, Google, NVIDIA, Meta, and Tesla) accounted for 28% of the S&P 500 index. With many of the largest exchange traded funds and ...
2023 Year In Review:
Happy New Year! Looking back at 2023, it was a whirlwind year that began with bank failures in March, continued fighting between Russia and Ukraine, a new war between ...
Beginning in March 2022, the Federal Reserve began raising interest rates in an attempt to mitigate high inflation. Over the course of the last two years, the Federal Reserve has raised interest ...
As year-end and the holiday season approaches, charitable giving is once again on the minds of many individuals, and while supporting important causes is typically the primary driver of ...
Over our nation’s 200+ year history, the promise of the American dream has motivated millions of individuals to start small businesses across the country. According to the US Chamber of ...
One year ago, we highlighted a high return and low risk investment, Series I Savings Bonds (I Bonds), which were yielding an annualized 9.62% due to the high inflation rate in the United States. ...
As individuals progress through retirement, the possibility of needing long-term care becomes an important consideration. Long-term care refers to assistance and support required by individuals ...
What does it take to be wealthy? While each person may have a different financial threshold in mind, most people have a similar mental picture of what wealthy looks like. They see a fancy home, ...
We consistently meet with individuals and families, and one of the most frequent questions we receive is whether to invest in real estate. Over the past decade, real estate values have soared ...
