Morning Market Commentary Q1 2024

The last quarter of 2023 was marked by a sudden turning point in the interest rate rhetoric of the Fed, a resilient economy led by a strong consumer, and a normalization of inflation. At the end of Q3, the Fed continued to raise interest rates as investors continued to wonder when the hikes would come…

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Morning Market Commentary Q3 2023

Investors began the third quarter of 2023 focusing on the potential peak in interest rates, the robust rally from the bottom of the stock market, and renewed optimism of a soft landing derived from trends of cooling inflation and economic growth. However, as rates continued to rise from a hawkish Fed, both the bond and…

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Student Loan Forgiveness: How to Apply – Easy!

There are new developments for student loan forgiveness. The application for Student Loan Forgiveness is now available. Filling out the application is easy and takes about five minutes. You don’t need to log in or provide any documents. Click Here to Apply Borrowers are advised to apply for forgiveness before November 15, 2022 How to…

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FAFSA for 2023-2024 School Year Opens on October 1

October is the kickoff month for financial aid. That’s when incoming and returning college students can start filing the Free Application for Federal Student Aid (FAFSA) for the next academic year. The FAFSA is a prerequisite for federal student loans, grants, and work-study, and may be required by colleges before they distribute their own institutional…

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New Developments for Student Loan Forgiveness

As you may have heard in the news, there are new developments for student loan forgiveness. This is a fast-moving program change and we do not have final guidelines on the implementation of the program. Nonetheless, we wanted to get you the information we have so far, and subscribe below to receive updates as we…

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August Is National “Make a Will” Month

August is National “Make a Will” Month, and it’s a great annual reminder to update your will if needed and create a will if you don’t have one already. A will is an important estate-planning document that can help you transfer your assets with ease. Having a proper will can make the difference between a…

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Financial Lessons from Famous Dads

Passing along sound financial advice is just one of the many ways dads show they care. In honor of Father’s Day, we wanted to share some of the wonderful words of wisdom dads have bestowed upon their children. Here are some of our favorite financial lessons from famous dads. Make Your Money Work for You…

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Why Everyone Needs an Inheritance Strategy

Of all the financial strategies that many people have in place, an inheritance strategy is usually not one. Discussing estate planning amongst family members can be uncomfortable even with the best relationships, let alone discussing the contents of an estate strategy and what you may be inheriting after your loved one is gone. But having…

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5 Empowering Investment Strategies for Women

On International Women’s Day this year, we had the honor of speaking to a group of professional women about financial planning strategies they can implement today. We wanted to share with everyone an overview of what we covered as so many could benefit from taking these simple strategies. Think about your life as it is…

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