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Blog

What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment world or concepts from the financial industry, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.

An Essential Guide to Estate Planning Preparedness Thumbnail

An Essential Guide to Estate Planning Preparedness

A recent survey by Caring.com found that a whopping two in three American adults do not have an estate plan—an alarming statistic, considering that an estate plan can protect your assets and ensure that they go to the right people.

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How to Minimize Taxes During Market Downturns

Market downturns could be a good time to adjust your fund portfolio to minimize the tax bite. Here’s how to calculate the best ways to do that – now and in the future. Taxable accounts you hold longer than a year incur long-term capital gains taxes when you sell investments.

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Where Will Housing Go From Here? Thumbnail

Where Will Housing Go From Here?

Existing home sales fell 5.9% in July, the sixth consecutive month of declines as higher interest rates weigh on housing affordability and prospective buyers. As the housing market slowed, so did prices. The median price for a single family home was $410,600, a decline of roughly $10,000 from June. However, homes do not stay on the market long. Over the last two months, homes were on the market for an average of only 14 days, three days shorter than a year ago.

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5 Ways to Improve Your Financial Awareness Thumbnail

5 Ways to Improve Your Financial Awareness

Regardless of what you do or how much you earn, you deal with money on a daily basis. The more you understand about finances, the more effectively you will be able to manage yours. Yet, many people lack financial literacy skills. One study of 15-year-olds found that 18% had not learned fundamental financial skills to use in everyday life, like comparison shopping and creating a budget.

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