Insights and reflections to support your financial growth
How Rebalancing Can Reduce Your Risk
Volatile financial markets, events in your life, and even regular investment reviews can prompt you to wonder why we rebalance your portfolio. After all, if your strongest-performing assets account for a larger portion of your holdings, why not let them ride? It all...
Building money wisdom in little savers!
Laying the foundation for a bright financial future starts with our little ones. Educating our children to save fosters a lifelong understanding of financial responsibility. Here are some tips to help build money wisdom in our children: Lead by example: Children are...
How to Minimize the Risk of an IRS Audit
A number of tax audits result from preventable mistakes. Even if you hire a professional to prepare your taxes, the accuracy of your filing ultimately falls on your shoulders. Here are the five most common audit red flags—and what to do to avoid them:...
2024 FOMC Meeting Schedule
The Federal Open Market Committee (FOMC), a body of the Federal Reserve System - holds eight regularly scheduled meetings during the year. At each meeting, the committee discusses the outlook for the U.S. economy and monetary policy options. 2024 FOMC Meeting...
Market & Economic Insight
The Consumer Price Index (CPI) went unchanged in October and is up 3.2% year-over-year. This was below the consensus estimate and the markets celebrated with the S&P 500 gaining 1.91% and the Bloomberg US Aggregate Bond Index rising 1.19% on November 14th, the day...
Holiday Spending Tips
The holidays are a time for joy and celebration, but it is also an important time to manage your finances wisely. Here are some tips to help you enjoy the holidays without breaking the bank. Set a budget: See how much you can afford to spend on gifts, decorations,...