Wealth Analytics
Election 2024 and The Bottom Line
Election years, particularly presidential elections, traditionally come into focus after Labor Day. This is when many American voters become fully…
CrowdStrike Outage
Many were concerned about the computer outage that affected everything from travel to doctor’s offices to bank and investment accounts.…
Is a 30% Stock Market Return Achievable?
This week’s blog post is inspired by Mark, who asks, "How much stock should I hold in my portfolio to…
Avoid Fraud
Even if you have never been subjected to an investment fraudster’s sales pitch, you probably know someone who has. Following…
5 things to consider about finances before filing for divorce in California
Divorce is a stressful time for everyone, but it can be particularly challenging for any person who may not have…
How Does The Gift Tax Work?
So you’re thinking about giving a family member some money to help with a down payment on a home. Or…
How to Make the Most of a Health Savings Account (HSA) in 2023
Health Savings Accounts (HSAs) are tax-advantaged medical savings plans, which can act like both a personal checking and investment account…
Inflation Risk – Is Your Money Safe at the Bank?
According to a survey by the Society of Actuaries, one of retirees' biggest fears is investment losses. According to their…
The Two Pros & Two Cons of Short-Term Investments
Given current market valuations and the pending interest rate movement, many investors are drawn to short-term investments. Fortunately for those…
Market Volatility? Stay the Course.
Is the Bull market over? Are rising interest rates going to hurt bonds? Will inflation continue to rise? Why is…