While global stocks trended lower, Treasury bond yields moved higher as investors anxiously await a debt-ceiling resolution. GDP and PCE Price Index data due this week.
Read MoreThe S&P 500 index was higher by 1.7% and international stocks also finished in positive territory last week. With more than 90% of the S&P 500’s market cap having reported, profit margins currently stand at 11.8%.
Read MoreWhile debt-ceiling talks showed progress, the parties remain apart on several key issues. April retail sales rose by 0.4%, less than expectations, though core retail sales jumped more than expected.
Read MoreEarnings releases and debt-ceiling talks continue to influence market returns as the S&P 500 was down 0.2% last week. Reports on retail sales, industrial production, and housing are due this week.
Read MoreApril’s CPI report showed headline inflation rose 4.9% year-over-year, in line with market expectations. Elevated volatility in stocks, bonds is expected until debt ceiling situation is resolved.
Read MoreThe Federal Reserve delivered further interest-rate hikes last week and U.S. stocks finished the week lower. The CPI report is due Wednesday with expectations inflation will be modestly lower than last month.
Read MoreThe Federal Reserve announced a 0.25% increase in interest rates at the conclusion of its May meeting. The S&P 500 closed Wednesday about 2% lower on the week.
Read MoreThe Federal Reserve is expected to raise the fed funds rate by 0.25% (25bp) at this week’s meeting. Last week’s 1Q GDP report was below expectations, while consumption increased 3.7% over the first quarter.
Read MoreFirst-quarter profits for Alphabet (Google) and Microsoft came in better than expected. Key releases this week include GDP for first quarter and PCE Price index, the Fed’s preferred measure of inflation.
Read MoreEarnings reports continue with companies such as Alphabet, Meta, Amazon, and Microsoft to highlight a busy week. First-quarter GDP data is due Thursday, personal income and outlays data due Friday.
Read MoreStocks were mixed while interest rates for bonds were higher. U.S. housing demand is weakening. Investors are watching earnings reports to see if Fed’s efforts are affecting economic activity.
Read MoreMarch CPI reported at 5.0% year-over-year, below consensus expectations. This earnings season, 90% of the companies reporting during the first week beat their first-quarter estimates.
Read MoreU.S. stocks were mixed as March’s Consumer Price Index (CPI) showed prices increased 5% year over year. The Federal Reserve is expected to raise interest rates by another 0.25% in May.
Read MoreThe S&P 500 was slightly lower in trading this week while U.S. Treasury yields moved lower. The latest ADP private payrolls report showed slowing job growth.
Read MoreThe volatile first quarter of 2023 ends in positive territory, with S&P 500 up 7.5%. February’s PCE, the Fed’s preferred measure of inflation, was 4.6% year-over-year, below consensus expectations.
Read MoreThe S&P 500 was higher by about 1% in trading this week; bond rates also were higher. The PCE price index, the Fed’s preferred measure of inflation, is due Friday.
Read MoreFederal Reserve, European banks made interest-rate hikes, but global stocks were up last week while bond yields remained volatile. PCE data expected to show signs inflation continuing to slow.
Read MoreThe Federal Reserve, as expected, raised interest rates by 0.25% (25bp) on Wednesday. The FOMC noted future increases will depend largely on incoming data.
Read MoreThe S&P 500 index was 1.5% higher in volatile trade last week. Markets are pricing in about a 70% chance of a 25-basis-point hike at the Federal Reserve’s March 21-22 meeting.
Read MoreMarkets were volatile after recent banking news. On data front, CPI’s 6% rate in February met expectations; PPI (4.6%) was lower than expected. Federal Reserve meeting is next week.
Read MoreThe S&P 500 index fell 4.5% last week, reacting to concerns in the banking system and remarks from Federal Reserve Chair Jerome Powell. Data shows labor market remains resilient.
Read MoreStocks were lower after Federal Reserve Chair Jerome Powell said economic data shows the ultimate level of interest rates is likely to be higher than previously anticipated.
Read MoreThe S&P 500 snapped a streak of three consecutive down weeks. Key employment data due this week with ADP report on Wednesday and U.S. nonfarm payrolls report on Friday.
Read MoreThe Dow Jones Industrial Average and the S&P 500 were down about 4.2% and 2.6%, respectively, in February. Thursday brings the Job Openings and Labor Turnover report.
Read MoreGlobal and U.S. stocks fell last week as markets digested the minutes from February’s Federal Reserve meeting and the core PCE Price Index came in well above consensus expectations.
Read MoreThe S&P 500 was lower by about 2% on Tuesday, marking the worst day of 2023 thus far. The personal income and outlays report, a key release, is due Friday.
Read MoreGlobal stocks were largely unchanged last week as investors continue to decipher monetary policy and inflation. In the U.S., the S&P 500 index finished the week lower by 0.2%, but still is up 6.5% for the year.
Read MoreThe January CPI report showed hotter-than-expected inflation as stocks and bonds trended higher. The advance estimate of retail sales was stronger than expectations, showing a 3% jump.
Read MoreInvestors continued to evaluate the implications of monetary policy and mixed corporate earnings last week. The CPI report for January will be released Tuesday.
Read MoreStocks were relatively unchanged as investors digested corporate earnings and comments from Fed Chair Jerome Powell. Markets now are pricing in two additional 0.25% (25 basis point) interest rate hikes for the remainder of the year.
Read MoreThe S&P 500 index was up 1.6% last week, a five-month high. Friday’s monthly employment report showed unemployment fell to 3.4%, the lowest level since 1969.
Read MoreThe S&P 500 posted its best January since 2019, while the NASDAQ recorded its best January in 22 years. Market heavyweights to report fourth-quarter earnings this week.
Read MoreFourth-quarter U.S. GDP came in better than expected to boost stocks. This week, earnings reports are due from key companies, and Fed is expected to raise the funds rate by 0.25% (25bp).
Read MoreMarkets mixed after latest batch of corporate earnings reports. Personal consumption expenditure (PCE), a key inflation gauge for the Fed, and GDP data coming this week.
Read MoreThe S&P 500 finished the week slightly lower, while bonds continued their strong run. Key economic reports and earnings from several market heavyweights are due this week.
Read MoreEarnings reports from banks were mixed this week. Inflation data shows declining prices while retail sales fell more than expected.
Read MoreThe S&P 500 index rose 2.7% as investors were encouraged by indications of declining inflation. Key economic data, including a large calendar of earnings, are due this week.
Read MoreTechnology and communications stocks were notably higher as the Nasdaq composite index rallied nearly 2%. Markets are looking toward Thursday’s CPI inflation report.
Read MorePositive returns last week for stocks and bonds as markets respond to strong labor data and lower-than-expected wage growth. Consumer prices report due Thursday.
Read MoreU.S. stocks are off to a slow start in the new year while international markets get a boost from encouraging inflation data. Important U.S. jobs report will be released Friday.
Read MoreThe S&P 500 finished 2022 down 18.1%, its worst performance since 2008. The monthly employment report, the first key economic report of 2023, comes out Friday, Jan. 6.
Read MoreWith little change this week, the S&P 500 is on track for its worst year since 2008. Report shows climb in wholesale inventories, beating expectations. Home sales, jobs data due this week.
Read MoreThe story for the U.S. economy this year has largely been about battling record-high inflation, which has left both equity and fixed income markets bumpier than a ride on Santa’s sleigh.
Read MoreIn response to higher interest rates, recessionary concerns persist. On the data front, November’s new home construction and permits continued to decline as borrowing costs continue to hamper affordability and demand.
Read MoreIn the U.S., the S&P 500 index ended 2.1% lower as markets digested the news from the latest Federal Reserve meeting. The Fed delivered a 50bp (0.50%) rate hike for December and raised its projection for the peak Fed funds rate by 50bp to 5.00-5.25%.
Read MoreThe S&P 500 was more than 2% higher this week after CPI data showed headline inflation rose at a modest rate. A 50-basis-point rate hike is expected following the Fed meeting on Wednesday.
Read MoreStock markets in the U.S. ended lower last week. The Fed is widely expected to slow the pace of rate hikes to 0.50% at this week’s meeting.
Read MoreStocks trended down the first half of the week. Ahead of December Fed meeting, inflation data (PPI, CPI) set for release Friday and next Tuesday, respectively.
Read MoreMajor global markets saw stocks move higher. With the core PCE price index, a key inflation indicator, falling in November, Fed chair indicated a possible slowing of rate hikes.
Read MoreS&P 500 rallied about 2% in November, overshadowed by the strong performance of international stocks. Friday will bring the widely followed jobs report for October.
Read MoreU.S. stocks traded higher in the holiday-shortened week. Key reports this week will provide clues to the status of inflation and the strength of the labor markets.
Read MoreStocks were higher in the holiday-shortened trading week. Investors will get a look at the durable goods report on Wednesday followed by the release of November’s FOMC meeting minutes.
Read MoreIn the U.S., the S&P 500 index was down 0.6% for the week. While higher inflation might be pinching consumer wallets, recent economic data still point to a resilient consumer.
Read MoreRecent inflation reports help quell inflationary fears as markets now are pricing in a 50-basis-point rate hike for December Fed meeting. Retail sales in October beat expectations.
Read MoreConsumer prices (CPI) were expected to increase 8.0% year-over-year, down from an 8.2% reading in September, but last week the U.S. saw its lowest level of headline inflation since January, a welcomed sign for investors.
Read MoreStocks were relatively unchanged for the week as investors digested corporate earnings alongside midterm election results. October’s CPI report due Thursday.
Read MoreS&P 500 index was down 3.3% as investors brace for more interest-rate hikes following last week’s Federal Reserve meeting. Chairman Jerome Powell remarked it was “premature” to pause interest-rate hikes.
Read MoreU.S. stocks traded higher on Wednesday as Wednesday’s Fed interest-rate increase was expected. Fed will watch strength of labor market, along with inflation and growth indicators.
Read MoreThis week, markets will focus on the Federal Reserve meeting (Nov. 1-2) with Fed expected to raise rates 75 bp.
Read MoreNow that we’re in the fourth quarter, it’s the perfect time to schedule year-end tax conversations with your Financial Professional before the rush and demands of the holiday season consumes everyone’s time and focus.
Read MoreInvestors will keep an eye on third-quarter GDP data on Thursday, along with core PCE, and the University of Michigan’s consumer sentiment report on Friday.
Read MoreS&P 500 rose 4.8% on a solid start to the third-quarter earnings season last week, leading global stocks higher.
Read MoreAfter corporate earnings beat expectations, stocks staged an impressive rally this week.
Read MoreThe September Consumer Price Index (CPI) report showed headline inflation climbed 0.4% month-over-month, missing estimates for a more modest increase.
Read MoreThursday’s CPI report is arguably the most important individual piece of data between now and the next Federal Reserve meeting on November 2nd.
Read MoreThis week, focus will be on the Thursday consumer price index (CPI) report, with headline inflation expected to fall to 8.1% for September, down from 8.3% in August.
Read MoreThe past few weeks serve as an important reminder that the best and worst days in the market often occur very close together.
Read MoreAlthough 4Q22 looks set to be another tough quarter for public markets, investors should not be overly pessimistic.
Read MoreU.S. stocks were largely unchanged for the week as volatility spiked amid global economic concerns. Investors continue to grapple with the impacts of higher interest rates against the backdrop of slowing economic growth.
Read MoreDrops in the S&P 500, global and international stocks following last week's Fed rate hike are contributing to concerns over a global economic slowdown.
Read MoreAgainst the backdrop of persistently high inflation, the Federal Reserve enacted its third consecutive 0.75% interest rate increase on Wednesday.
Read MoreGlobal stocks traded lower last week amid ongoing angst that central banks around the world will continue with aggressive monetary policy in raising interest rates to fight inflation.
Read MoreTuesday’s higher-than-expected inflation report caught markets off guard, implying a third consecutive 0.75% (75 basis point) rate hike at the next Fed meeting on Sept. 21.
Read MoreAs economic growth slows this year, a key question for investors is whether job openings can fall from their historical highs without a substantial rise in unemployment.
Read MoreOn Wednesday, the Federal Reserve will release their Beige Book, which could shed some light on the Fed’s current view of the economy and inflation trends.
Read MoreGlobal stocks were lower last week on the heels of strong U.S. employment and manufacturing data, as investor concerns continue over inflation and aggressive rate hikes by the Federal Reserve.
Read MoreThe Conference Board’s gauge of consumer confidence improved more than expected in August to a three-month high, while the Jobs Openings and Labor Turnover Survey (JOLTS) showed available positions unexpectedly increased to 11.2 million in July.
Read MoreStocks in the U.S. traded sharply lower last week as investors became increasingly skeptical the Federal Reserve will be able to tame inflation without causing a significant slowdown in the economy.
Read MoreGlobal stocks suffered ahead of this week’s key Fed symposium in Jackson Hole, Wyoming. The S&P 500 was lower by about 2% mid-week, with stocks in technology and communications sectors amongst the worst performers.
Read MoreAs markets continue to focus on inflation, key events this week will be a speech from Federal Reserve Chair Jerome Powell on Friday at the Jackson Hole Economic Symposium, as investors look at interest-rate hikes and guidance for the rest of the year
Read MoreHousing data continues to point toward signs of weakness. Housing starts in July fell a worse-than-expected 9.6% from June to mark its worst reading since February 2021. Building permits declined 1.3%, its slowest pace since September 2021.
Read MoreFollowing a relentless rise in inflation this year, markets finally have been able to breathe a sigh of relief as the July inflation figures were softer than expected.
Read MoreStocks rallied this week as investors digested the latest update on inflation. The Consumer Price Index (CPI) was unchanged during the month of July, against expectations for a 0.2% gain.
Read MoreA strong jobs report eased recession fears but suggested that the Fed will need to continue to raise short-term funds rates. Focus will be on the consumer prices (CPI) report due out on Wednesday.
Read MoreStocks were modestly lower in early trading this week as markets remained cautious amid heightened geopolitical tensions.
Read MoreThe U.S. economy shrank by more than expected to -0.9% annualized for the second quarter of 2022, primarily on slowing investment and spending, along with a decrease in inventories.
Read MoreAs anticipated, the Federal Reserve enacted its second consecutive 0.75% interest-rate increase on Wednesday. Hikes in June and July represent the largest consecutive moves since the early 1990s.
Read MoreGlobal stocks ended last week in positive territory, as better-than-expected corporate earnings in the U.S. aided consumer optimism despite economic and interest-rate pressures.
Read MoreDon’t let how you feel about the economy overrule how you feel about investing.
Read MoreFocus next week will be on the Federal Reserve meeting July 26-27, with markets now pricing in about a 70% chance of a 75 basis point (0.75%) rate hike and an expectation of an ending funds rate of around 3.5% by year-end.
Read MoreDespite a strong rally on Friday, stocks traded in negative territory last week as higher-than-expected inflation data added to concerns about aggressive rate hikes by the Federal Reserve. In the U.S., the S&P 500 index fell 0.9%.
Read MoreStocks turned lower on Wednesday after the Consumer Price Index (CPI) report showed U.S. inflation accelerated in June by more than forecasted. The consumer price index rose 9.1% from a year earlier, the largest gain since the end of 1981.
Read MoreGlobal stocks traded higher last week, led in the U.S. by the 2.1% return of the S&P 500 index. Despite expectations for ongoing tighter monetary policy, easing oil prices and some positive signs for economic growth helped stocks finish positive.
Read MoreThe Federal Open Market Committee (FOMC) has changed dramatically regarding transparency over the years, now disclosing policy changes at the end of each meeting. Historically, the Fed used to keep investors guessing about policy changes.
Read MoreU.S. fixed income markets declined 10.3%, as the Federal Reserve hiked rates by 75 basis points at its June meeting in response to the higher-than-expected inflation. The core personal consumption (PCE price index) decreased to 4.7% annualized.
Read MoreRevised data for first quarter GDP was reported on Wednesday morning, indicating the U.S. economy contracted at a 1.6% annual rate for the quarter. Weakness was primarily led by volatile trade and inventory data.
Read MoreAfter three straight weeks of declines, stocks regained positive momentum last week. In the US, the S&P 500 index finished the week higher by 6.5%, as investors continue to monitor the effects of inflation and monetary policy on the economy.
Read MoreStocks rallied in early trading this week as markets continue to grapple with central bank policy and the ultimate repercussions for global economic growth.
Read MoreStocks were lower as central bank tightening amid persistent inflation and pricing pressures continued. In the U.S., the Federal Reserve raised the short-term funds rate last week by 75 basis points, the largest increase since 1994.
Read MoreThe Federal Reserve announced it would raise rates by 75 basis points, in line with the markets’ expectations. There was a tremendous amount of investor angst leading up to the meeting in the face of the highest inflation in decades.
Read MoreStock market volatility continued last week as investors digested an above-consensus inflation report and upcoming monetary tightening by the Federal Reserve.
Read MoreStocks edged higher in early trading this week despite increasing concerns surrounding a slowdown in global economic growth.
Read MoreGlobal stock returns were mixed last week as volatility continues in the markets. Emerging market stocks (MSCI EM) finished the week 1.8% higher, while in the U.S. the S&P 500 index was down 1.1% for the week.
Read MoreStocks were mostly higher this week as Wall Street turned the page on another volatile month. The S&P 500 edged out a positive total return of about 0.20% in May after briefly dipping into bear market territory.
Read MoreU.S. stocks ended a seven-week stretch of declines last week as some positive retail earnings helped investor sentiment.
Read MoreStocks resumed their downward trajectory alongside elevated volatility as markets digested softer-than-expected data on the economic front.
Read MoreStocks were mixed across the world last week as investors evaluated softer consumer demand, persistent inflation, and slowing economic growth.
Read MoreStocks around the globe stabilized in early trading this week after weathering a steep sell-off last week, fueled by the ongoing uncertainty surrounding inflation and the future path of monetary policy.
Read MoreStocks across the globe were lower last week, as markets continue to be challenged by a global economic slowdown given the COVID-19 lockdowns in China, the Russia-Ukraine war, and persistent inflation.
Read MoreStocks in the U.S. traded sharply lower this week as inflationary pressures continued to mount. Overseas, international stocks fared slightly better, with China’s Shanghai index flat for the week.
Read MoreStocks vacillated last week as volatility remained elevated. In the U.S., investors evaluated guidance from the latest Federal Reserve meeting, while keeping an eye on corporate earnings and jobs data.
Read MoreStocks in the U.S. were about 2% higher for the week, with energy and utilities leading the way as the European Union’s proposed ban on Russian oil led to higher prices in global energy markets.
Read MoreStocks were lower in volatile trading last week as markets evaluated earnings, COVID-19 lockdowns in China, and Federal Reserve actions. In the U.S., the S&P 500 index was down 3.3% for the week as weak GDP ...
Read MoreU.S. stocks sold off this week as the repricing in growth-related shares continued ahead of key earnings data. Markets remain vigilant as COVID-19 restrictions continue to weigh on China alongside looming central bank rate hikes.
Read MoreOverview: Stocks fell across the globe last week on fears of faster rate hikes in the U.S. and renewed lockdowns from a recent COVID-19 surge in China. In the U.S., the S&P 500 index ended down 2.7%, and with the Hang Seng index in Hong Kong down ...
Read MoreYou’ve made that leap and you are ready to work with a financial advisor. You have your checklist of what to ask, but how do you know if they are qualified for what you want? Here you’ll find many of the common designations that you will ...
Read MoreYou may be familiar with Series E or EE savings bonds, which were the paper bonds you used to be able to buy at your local bank. Often used as gifts for birthdays or graduations, Series EE savings bonds earn a fixed rate of interest and ...
Read MoreGlobal stocks rallied this week as investors digested corporate earnings reports alongside central bank commentary. Shares of Netflix (NFLX) plummeted on Tuesday following the company’s quarterly earnings report.
Read MoreStocks were lower last week as investors continue to monitor inflation and interest rates. Last week, markets digested two important inflation readings – the Consumer Price Index (CPI) and producer prices (PPI).
Read MoreGlobal stocks took a breather this week as investors continued to monitor geopolitical and inflation risks. On Tuesday, data from the Bureau of Labor Statistics showed headline CPI rose by 8.5% from a year ago, the largest annual gain since 1981.
Read MoreStocks worldwide were lower last week, with the S&P 500 index down 1.2% on the week. In the U.S., investors focused on the release of the March FOMC meeting minutes, which indicated more aggressive monetary tightening from the Federal Reserve.
Read MoreThey may not be fighting crime exactly, but this dynamic duo should definitely have “hero” status when it comes to protecting and building wealth. When these professionals work together to identify problems and find better solutions ...
Read MoreGlobal stocks retreated this week as markets grappled with a progressively more hawkish Federal Reserve along with a fresh round of European Union sanctions on Moscow.
Read MoreInternational stock traded higher last week, led by emerging markets (MSCI EM) up 1.9%, and developed stocks (MSCI EAFE) trading 0.8% higher. In the U.S., the S&P 500 index was up a marginal 0.1%, as inflation concerns continued ...
Read MoreGet the Tax Guidance You Need to Help Live the Retirement You Desire
Read MoreGlobal stocks continued to mount an impressive rally this week as optimism surrounding ceasefire talks between Russia and Ukraine helped bolster sentiment.
Read MoreStocks across the globe were generally higher last week as geopolitical concerns continued to fuel volatility in the markets.
Read MoreGlobal stocks moved higher in early trading this week as investors continue to take cues from the Federal Reserve while keeping a close watch on developments in Eastern Europe.
Read MoreStocks across the globe rallied last week as investors evaluated the latest Russia-Ukraine news and as the Federal Reserve began their cycle of interest rate increases.
Read MoreGlobal stocks traded marginally higher this week as investors continue to assess the impacts of developments in Eastern Europe.
Read MoreU.S. stocks and bonds fell last week as consumer prices (CPI) inflation reached a 40-year high and investors factored in the impact on global growth of Russia’s invasion of Ukraine.
Read MoreStocks traded solidly higher mid-week and recovered most of the losses from a sharp sell-off over the first two days of the week. The market’s main focus remains Russia/Ukraine as flows are being driven by possible progress toward a ceasefire deal...
Read MoreThe effects of the intensifying Russia-Ukraine conflict continued to drive global stocks lower last week. International stocks were hit the hardest, with international developed (MSCI EAFE) and emerging markets (MSCI EM) down 5.5% and 2.3%, ...
Read MoreGlobal stocks moved lower this week amid the intensifying conflict between Russia and Ukraine. Russia’s invasion of Ukraine is sparking investor worries about supply shortages...
Read MoreNot all income is created equal, and how you treat capital gains can make a pretty significant difference to your yearly tax bill. Read on to understand capital gains and how they affect your bottom line. Then enlist the help of your CPA for tax ...
Read MoreIf you are one of the millions of American taxpayers receiving advance Child Tax Credit payments from the IRS this year, you may be wondering how this could affect your 2021 tax return.
Read MoreGlobal stocks sold off sharply mid-week as Russia invaded Ukraine, with uncertain ramifications causing investors to move to safe haven assets.
Read MoreThe return of market turbulence, heightened volatility, and geopolitical uncertainty have dominated the investment landscape as we begin the year 2022.
Read MoreStocks around the globe moved lower this week as investors assessed the impacts of the ongoing standoff between Russia and Ukraine.
Read MoreGlobal stocks were lower last week as investors moved into safe assets amid rising tensions in Ukraine. The S&P 500 ended 1.5% lower, as geopolitical concerns dominated encouraging earnings releases.
Read MoreStocks around the globe were modestly higher in early trading this week. Improving COVID-19 trends and relatively upbeat earnings have provided a tailwind for risk assets despite looming inflation and geopolitical tensions.
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Read MoreStocks in the U.S. continued to decline this week following three consecutive weeks of negative performance.
Read MoreIf you’re approaching retirement, conventional wisdom recommends allowing your 401(k) savings to grow as long as possible to enjoy the benefits of compound growth at a tax-free rate.
Read MoreDeciding how to invest your retirement plan balance can be difficult. Most retirement plans provide many investment options and choosing the best option for you can be challenging.
Read MoreExpected or not, managing issues that must be addressed following the death of a family member or friend can be extremely difficult.
Read MoreMonetary transactions look much different today than they did 10, even 5, years ago. Today, consumers can pay for goods and services with a swipe of a card or through an app on a phone.
Read MoreMany individuals are stuck in a holding pattern as they wait to see what impact the Biden Administration will have on tax regulations.
Read MoreThe basics of financial planning for women are not much different than for men – spend less, save, and invest more, and work from a plan.
Read MoreAn employee stock purchase plan (ESPP) can help employers promote loyalty among employees while allowing those same employees to participate in the success of the company they work for.
Read MoreConsistent and responsible investing is all about diversity.
Read MoreAsk a mid-lifer what they wished they’d learned in college, and chances are they’ll say they wished they had used their time more wisely or really knew more about financial literacy.
Read MoreStarting the homebuying process can be like taking a crash course in a different language, especially if you’ve never bought before.
Read MoreWhen you’re working with a financial advisor to plan your financial future, you’ll encounter a number of industry words and terms that might not be familiar to you.
Read MoreWhether you make a lot of money or a little or have massive amounts of credit card debt or none, more than likely, finances are an issue in most households.
Read MoreThere’s so much to consider when choosing a financial advisor: what kind of fees they charge, the services they provide, and whether you get along with them and trust them, to start. Should their location be in that list?
Read MoreHigher-income investors and those who have become millionaires—with seven-figure investment accounts, excluding their primary home’s value—become known as so-called “accredited investors.”
Read MoreKnowing what to watch for will help protect you. It’s, also, helpful for investors to know how to talk with their advisor. As they say, “knowing is half the battle.”
Read MoreWhen looking for a financial advisor, there’s much to consider: what states they conduct business in, their certifications, whether you enjoy talking with them and trust them, what their specialties are, and, of course, how much they charge.
Read MoreOnce you’ve found a financial advisor that you feel is a good match for your needs, what’s next? It’s a good idea to carefully review the person you’ll trust with your finances.
Read MoreTaking steps to further your client's financial goals is easy. Simply complete the short form below and we will contact you about becoming an Avantax financial professional.