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We are delighted to have you here as a part of our community. With this blog, we strive to provide you with valuable insights and knowledge regarding industry developments and emerging trends in the world of finance. Our team  is dedicated to keeping you well-informed and up-to-date on the latest happenings in the financial landscape. But we don't stop there! We also believe in adding a touch of fun and variety to your reading experience. Alongside our informative articles, you'll discover some delightful posts that go beyond finance. We like to share our favorite recipes for each season, ensuring that your taste buds are well taken care of throughout the year. So, whether you're seeking expert financial advice, staying updated on industry trends, or simply looking for some enjoyable content to brighten your day, our blog has got you covered. We invite you to explore our diverse range of articles, engage with our community, and make the most of the resources we have curated just for you. Thank you for joining us on this exciting journey of financial education, exploration, and enjoyment. Stay tuned for captivating blog posts that aim to empower you on your financial journey while bringing a dash of delight to your everyday life.

Monday, February 12, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Tuesday, February 6, 2024

In the ever-evolving financial landscape, staying informed about the latest changes and potential implications for your retirement savings is crucial. Shifts in retirement regulations define 2024, and we’re committed to keeping...

Tuesday, January 23, 2024

It’s a fun time of year for football fans. The NFL playoffs are starting, and the Big Game is just around the corner. While football fans will tune in for the matchups, commercials, and Usher’s Big Game halftime show, you...

Tuesday, January 9, 2024

With the start of the new year, we wanted to discuss a topic that will likely garner attention throughout 2024: the potential sunsetting of the Tax Cuts and Jobs Act (TCJA) in 2025. Although some of the provisions within the TCJA are...

Monday, December 11, 2023

Your Child is Turning 18: Handling Healthcare, Academics, and Finances Together As your child blows out the candles on their 18th birthday, you may still see your baby girl or boy. But in the eyes of the law your child is considered a...

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Friday, December 1, 2023

We are thrilled to announce that our annual charity drive is underway! This year we're committed to supporting six incredible charities making a meaningful impact in the community. To boost the spirit of giving, Amanda has generously...

Wednesday, November 1, 2023

November has arrived. At the start of this month, all eyes were focused on whether the Federal Reserve (Fed) would hike interest rates for a fifth time this year or hold rates steady. The Fed’s decision to leave interest rates...

Wednesday, October 4, 2023

After a dismal September, worries about the potential for another U.S. government shutdown felt like one more straw on the camel’s back (Congress narrowly averted the shutdown when, on September 30, they approved the...

Friday, September 15, 2023

From September 15th to October 15th, Americans come together to celebrate National Hispanic Heritage Month. During this time, we unite to pay tribute to the rich culture and invaluable contributions of Hispanic and Latin Americans who...

Friday, September 8, 2023

If you have teenagers, you’re likely very in touch with the adage, “One day you’re changing diapers, and the next you’re sending them off to college.” One of the results of that compressed passage of time...

Wednesday, June 14, 2023

We recently had the pleasure of hosting a document shredding event that brought together our valued clients and team members. The event was a success because of the overwhelming response and enthusiastic participation from all...

Thursday, June 1, 2023

June is National Safety Month. This crucial campaign aims to raise awareness about the importance of safety in various aspects of our lives, promoting preventive measures and proactive behaviors. From personal well-being to workplace...

Saturday, April 1, 2023

Happy April Greetings! What do rain showers, baseball, and Earth Day have in common? They all happen in April! So whether you’re anticipating May flowers, enjoying the opening of our national pastime, or renewing your focus...

Monday, March 20, 2023

Amid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength of the technology sector.The Dow Jones Industrial Average was...

Friday, March 3, 2023

Welcome to March, a time for renewal and growth, a time we look forward to spring, a time when the days growing longer and the weather beginning to warm. Unfortunately, February’s market performance feels more like atrophy, not...

Wednesday, February 1, 2023

The history of the United States is a tapestry embroidered with many cultures. One of the most vivid and complicated historical threads is those belonging to Black Americans. The accomplishments of many individuals, named and unnamed,...

Wednesday, January 18, 2023

In the final days of 2022, Congress passed a new set of retirement rules designed to facilitate contribution to retirement plans and access to those funds earmarked for retirement. The law is called SECURE 2.0, and it is a follow-up to...

Tuesday, December 20, 2022

We strive to keep you regularly updated with important market changes and news.Please listen to the most recent market update from Phil Blancato, Advisor Group’s Chief Market Strategist. This call discusses recent updates for the...

Tuesday, December 13, 2022

We're approaching the end of the year, which means it's time for the holidays, shopping, and gathering with family and friends. Giving back to our community is also a part of the season, and what better way to do it than by supporting...

Monday, December 12, 2022

Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index...

Thursday, December 1, 2022

Welcome to December. This time of year makes us all feel something. It may be happy; it may be sad; it may be giddy or stressed. But as we approach the end of a challenging year (to say the least), the one thing WE are...

Wednesday, November 16, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...

Thursday, October 6, 2022

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...

Monday, October 3, 2022

If you’re like most people, you don’t spend much time worrying about whether you’ll become a victim of financial fraud.  Unfortunately, this overconfidence can leave you vulnerable. While financial fraud is a...

Monday, August 29, 2022

Like many Americans, you may be feeling pain from the high cost of living every time you buy groceries or fill up at the pump. Surging food costs and higher gas prices are pinching consumers, especially those living on a fixed income....

Tuesday, August 16, 2022

Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...

Thursday, January 13, 2022

January 28 serves as an internationally recognized day to remind us about data privacy. Also known as Data Privacy Day, January 28 aims to empower companies and individuals to discuss and implement ways to safeguard data and...

Thursday, November 4, 2021

This November we celebrate and honor Native American Heritage Month. First authored by Jerry C. Elliot-High Eagle in 1976, the event was announced by President Ronald Reagan in 1986, then expanded from a week to the full month of...

Tuesday, September 21, 2021

The Autumnal Equinox approaching on September 22 is a day with 12 hours of sunlight and 12 hours of darkness. This balance of day and night serves as a reminder of the change of seasons, and heralds the coming of fall colors and...

Tuesday, August 3, 2021

This month's Retirement Readiness newsletter features insights into inflation, the choices for your 401(k) at a former employer, rethinking the 4% rule, and considering how to live a fulfilling retirement. Hope you enjoy, and as...

Monday, August 2, 2021

As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new...

Wednesday, July 21, 2021

Clients and friends ask all the time where they should put their money. That’s a great question, and it would be even better if there were a one-size-fits-all answer. Unfortunately, though, market performance is fickle. The same...

Thursday, July 1, 2021

Gear up for the holiday with some history knowledge! The Fourth of July is the perfect opportunity to read up on the Founding Fathers of the United States, a term coined by a speech given by Warren G. Harding in 1916. Here are a few...

Monday, June 28, 2021

This month’s Your Money Matters newsletter features an overview on how inflation is reported and how it can affect investments, tips for inventorying your possessions plus how it can help you save in the event of a loss, ways to...

Thursday, June 24, 2021

We know how devastating being the victim of fraud can be. When it comes to protecting credit, most people only consider taking precautions for adults. But many victims of identity theft crimes are children. Why? Their credit typically...