The articles below offer general information, opinions, and forecasts and should not be considered advice.
Planning Article
March 2024 – By Joe Fortunato CFP®
In the vast landscape of succession planning, we have things like wills, trusts, and beneficiaries for our retirement accounts, etc., but have you reviewed what happens to your Donor-Advised Fund after you’re gone?
Continue readingMarket Memo
March 2024 – By Bob Veres
By all accounts, the U.S. economy is humming along on all cylinders. Inflation is down (but not out), unemployment is still low by historical standards and GDP growth is healthy. Worker wages continue to rise. What’s there to be concerned about?
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April 2024 – By Ryan Boyle CFP®
With inflation continuing to run higher than the Federal Reserve prefers, consumers can find some relief by considering their options with their existing credit cards or by opening a new credit card. For those who would fall into the latter category, we have a few tips to review before getting a new credit card.
Continue readingMarket Minute
March 2024 – By Bob Veres
It’s not generally known that the number of publicly traded stocks has fallen substantially, from more than 8,000 in 1996 to roughly 3,700 today. Does that mean that there are fewer companies today than there were three decades ago?
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