Blog
What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. Keep checking in. We’re glad to have you reading along.
5 Highlights of the New Stimulus Package
After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and employees...
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Distributions from Mutual Funds
This time of year, you might glance at an account statement and see there has been an adjustment. But there may not be any cause for concern.Many mutual funds in December pay shareholders capital gains distributions that they have...
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FAFSA Applications Are Now Open
Applications for the Free Application for Federal Student Aid (FAFSA) are now open for the academic year 2021-22. Applying for the FAFSA allows you to qualify for grants, scholarships, and other federally-sourced aid, such as...
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October Is Financial Planning Month
When training to become a financial professional, much of our course work centers on several critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it's an excellent opportunity to...
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Election 2020: Preparing for Any Outcome
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?"In reality, however,...
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Ouch! September’s Market Correction Hurt
In theory, investors understand that stock market corrections are part of the investing process. But experiencing a setback—like the one we’ve witnessed in the past four weeks—can raise a lot of shoulda, woulda,...
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Dow 30 Changes Its Starting Lineup
The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup.Salesforce.com, Amgen Inc.and Honeywell International Inc. have replaced Exxon Mobil Corp....
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Updated: Federal Student Loan payments paused due to COVID-19
This month, many universities and colleges are welcoming students back to campus, even if most campuses are largely online this year. But that's not all that's different. The current administration has issued an executive memorandum...
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What Are Stock Splits?
Two high-profile companies—Apple and Tesla—have announced stock splits in the past few weeks, which makes it a great time to discuss what’s involved when a company announces a stock split.Remember, any companies...
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30-year Home Loans Fall to Historic Lows
Lately, it can feel like each day brings a new headline about fluctuating market behavior. But amid the ups and downs of 2020, there may be some potential good news on the horizon. On July 16, 2020, the interest rate for a 30-year...
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What Is Earnings Season?
Every few months, you may hear the phrase “we’re entering earnings season” as you read financial news.But what exactly is “earnings season” and why is it important to Wall Street?Earnings season is the...
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How the CARES Act Impacts RMDs
Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to give...
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Know your 401(k) options between jobs
Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also...
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Federal Student Loan payments paused due to COVID-19
Are you or someone you know currently making federal student loan payments? In light of the COVID-19 pandemic, some welcome relief may be on the way.Thanks to the recent passage of the CARES Act, the U.S. Department of Education will...
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