Utilities have surged 23% in 2024, marking a stunning turnaround from 2023 and reclaiming market leadership last seen in 2018.

The S&P500 has consistently grown in value over the long term, no matter who’s in office.

Beneficiary designations trump wills in court.

Over the last 10 years, our purchasing power has dropped by 24.17% due to inflation.

There is no one size fits all answer as everyone’s situation is unique.

Here’s my take on the optimal order of investing your money.

Roth CONTRIBUTIONS are accessible tax & penalty free at any age and regardless of reason.

Investing a lump sum immediately has historically helped maximize returns.

There is no one size fits all answer as everyone’s situation is unique.

Some negative news about home sales and consumer confidence created fresh concerns about the state of the economy.

Self-employed business owners have several retirement options when planning for their financial future. These options allow them to save for retirement and potentially enjoy tax advantages.

Some employers offer incentive stock options (ISOs), restricted stock units (RSUs), performance shares, or employee stock purchase plans (ESPP).

You can access your CONTRIBUTIONS whenever you want – penalty & tax free

DSTs or Delaware Statutory Trusts are continuing to be a viable option for many real estate owners that are entering retirement looking to relieve themselves of landlord duty and are tired of dealing with tenants, toilets and trash! Here’s a 60-sec version on how DSTs work.

529 accounts are getting a lot more powerful with the recent SECURE Act 2.0 legislation that went into effect on January 1st.

There is potentially an extremely limited opportunity to leverage current laws. The 2021 tax year may be the last chance to take advantage of these rules.

You may have heard the news about stocks for certain companies suddenly ballooning, quickly going from lunch money prices to several hundred dollars a share. In one case, the shares rose over 1700% since December 2020.

As Wall Street pushes higher, a pandemic-weary Main Street is relearning how to manage cash flow with the hope of keeping its retirement dreams alive.

As the United States sees a rise in cases of COVID-19 across the nation, news of two promising vaccines out of hundreds being tested has offered a ray of hope for a fatigued world.

On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note.

45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the 2020 presidential election.

More than 90% of investors say they plan to change their portfolio in the 12 months following the election.

Investors learned that the Fed plans to keep short-term interest rates low for an extended period of time.

As the U.S. presidential election draws near, expect to see more and more headlines that propose, “What will happen next if this person is elected?” or, “What policy changes to prepare for in the next four years?”

Are you one of the many retirement account holders who took a mandatory distribution this year?

$1.9 million is the number, according to a nationwide survey of 1,000 employed 401(k) participants by a well-known financial services company.

The Bureau of Economic Analysis reported on May 29th that the personal savings rate hit a historic 33% in April.

Hindsight is 20/20. It’s only human to imagine what it might have been like to turn left instead of right on some fateful day.

As states cautiously begin the process of relaxing their COVID-19 restrictions, some are wondering, “Why is the stock market doing so well when the economy is doing so poorly?”