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Posted on May 1, 2024
Earlier this year, many investors were convinced the U.S. Federal Reserve was on track to reduce interest rates four times by the end of 2024. Back then, it struck me as wishful thinking. Today, given higher-than-expected inflation, I… Read More
Category: Investment Planning
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Posted on July 29, 2024
Utilizing a Spousal Lifetime Access Trust
by J. Eric Rice, CFP(R), ChFC(R)
Opening a trust fund is a common tool used to preserve and transfer your wealth in estate planning. Trusts can help mitigate estate taxes and help beneficiaries avoid probate court after you pass away, all while ensuring your… Read More
Category: Investment Planning, Market Commentary
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Posted on July 29, 2024
Social Security Online Applications
by J. Eric Rice, CFP(R), ChFC(R)
You can do much of your Social Security business on the website. Our online applications make it easy and convenient to apply for benefits from your computer, tablet, or mobile device. You don’t need to make an appointment or visit an… Read More
Category: Investment Planning
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Posted on May 23, 2024
Separating AI Hype from Investment Opportunity
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence hype cycle has kicked into hyperdrive. Newsfeeds bring daily reports of generative AI’s promise to accelerate medical and scientific discovery, drive leaps in productivity and eliminate jobs on a mass scale. Businesses and individuals have… Read More
Category: Investment Planning, Market Commentary
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Posted on May 23, 2024
How to Donate: 7 Tips to Improve your Giving
by J. Eric Rice, CFP(R), ChFC(R)
A recent Fidelity Charitable survey shows that donors to charity share common concerns that hold them back from giving more. Consider these solutions.
Category: Community/Giving Back, Investment Planning
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Posted on May 23, 2024
What Kind of Retiree Will You Be?
by J. Eric Rice, CFP(R), ChFC(R)
When it comes to planning for retirement, determining your personal identity—and associated goals—is an important (and often overlooked) step.
Category: Investment Planning
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Posted on May 1, 2024
What if the Fed doesn’t cut interest rates this year?
by C. Todd Fry, CIMA(R), CFS
Earlier this year, many investors were convinced the U.S. Federal Reserve was on track to reduce interest rates four times by the end of 2024. Back then, it struck me as wishful thinking. Today, given higher-than-expected inflation, I… Read More
Category: Investment Planning
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Posted on May 1, 2024
How Much Car Insurance Do You Need?
by J. Eric Rice, CFP(R), ChFC(R)
Every state has a minimum amount of car insurance you must buy to satisfy financial responsibility laws. Liability insurance is the main mandated coverage. It covers damage and injuries you cause to others in an accident. The most… Read More
Category: Investment Planning
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Posted on May 1, 2024
Donor-Advised Funds: A Popular Tax-Advantaged Way to Give to Charity
by J. Eric Rice, CFP(R), ChFC(R)
A donor-advised fund may sound like something that’s only for the ultra-wealthy, but it’s actually accessible to anyone who makes charitable contributions. The donor-advised fund is one of the most tax-efficient ways to donate money to charity, which… Read More
Category: Investment Planning
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Posted on March 19, 2024
The way Americans Buy and Sell Homes is about to get Turned on its Head
by J. Eric Rice, CFP(R), ChFC(R)
An earth-shattering, multibillion-dollar antitrust ruling against the National Association of Realtors late last year led to a settlement on Friday that will loosen the powerful trade group’s stranglehold on America’s housing market. The $418 million settlement with a group… Read More
Category: Investment Planning
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Posted on March 15, 2024
3 Mistakes Investors Make During Election Years
by C. Todd Fry, CIMA(R), CFS
Investing during an election year can be tough on the nerves, and 2024 promises to be no different. Politics can bring out strong emotions and biases, but investors would be wise to put these aside when making investment… Read More
Category: Investment Planning
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