Megan Sperry

What is The Santa Claus Rally?

Is Santa Claus coming to Wall Street this year? December tends to be a cheerful month for stock prices, which…

4 months ago

Retiring Wild: National Parks and You

For many retirees, finding time to experience nature can be one of the greatest pleasures in  retirement. And what better…

4 months ago

Year End Tax and Giving Strategies for 2024

There are many financial strategies to consider throughout the year with your financial advisor and tax accountant. By the end…

5 months ago

Social Security COLA 2025

Social Security beneficiaries will see a 2.5% increase in their benefit payments in 2025, according to the Social Security Administration.…

6 months ago

Cybersecurity Awareness Month

October is Cybersecurity Awareness Month and a timely and important opportunity to revisit the everchanging cybersecurity landscape.  Fraud and cybercrime are serious…

6 months ago

Wealth Analytics: How Much Do You Need To Retire?

I don’t know about you, but every time I see headlines that say, “Top 10 Reasons” or “How Much Do…

11 months ago

Unlocking the Benefits of a Bond Ladder for Your Portfolio

After more than a year of interest rate hikes by the Federal Reserve, bond yields have risen to levels not…

1 year ago

Medicare: Open Enrollment and Financial Planning

September 22nd was the last day of summer and the transition to fall is upon us. School is back in…

2 years ago

FedNow® Service: Instant Payments for American Households and Businesses

In today's fast-paced world, the need for quicker, more efficient payment methods has become increasingly essential. The Federal Reserve announced…

2 years ago

Share Buybacks: Mega Corporations are Betting on Themselves

Corporations bet on themselves by making strategic decisions that are aimed at increasing the company's value over the long term.…

2 years ago