Did you receive a tax refund this year? Recent data released by the Internal Revenue Service (IRS) shows the average tax refund amount is up $178 at the end of March 2024 compared to the same time last year.
If you’re looking for a place to build up emergency savings or lock in higher fixed interest rates for a specific goal, then a Certificate of Deposit (CD) is an ideal choice. Regardless of where you are in your financial journey, it’s wise to set money aside to save for a rainy day or a short-term savings goal.
You want to retire comfortably when the time comes. You also want to help your child go to college. So, how do you juggle the two? The truth is, saving for your retirement and your child's education at the same time can be a challenge.
Are you planning to purchase a new home in 2024? You’re in luck! A recent report shows that experts are predicting mortgage rates to come down at some point this year. Even though they may not reach pre-pandemic levels, the market should be much more favorable for buyers than it was last year.
Economists consider how Artificial Intelligence (AI) technology will affect job prospects, higher education, and inequality.
In the world of wealth management, the foundation of success lies in forging positive client relationships. In this article, we will explore how we as your trusted wealth managers, strive to cultivate and strengthen our client relationships, ultimately leading to long-term, trusted partnerships.
Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following coping strategies may help.