Annual Tax Planning Letter for 2022

As we wrap up 2022, it’s important to take a closer look at your tax and financial plans and discuss steps that can be taken to reduce taxes and help you save for your future. As you know, we affectionately call our proven process One Advisor Twice the Advice. When we look at your financial…

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Monthly Market Insights | December 2022

US Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67%. The Standard & Poor’s 500 Index picked up 5.38% and the Nasdaq Composite rose 4.37%. Value stocks continued to outperform the market during the month of November. A…

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December Is Identity Theft Protection Awareness Month

December is Identity Theft Protection Awareness Month and we’re taking this month to share some ways you can help keep your identity safe. In 2021 alone, the Federal Trade Commission received 1.4 million reports of identity theft.1 Identity theft can happen in a number of ways: in-person, online, through email, or over the phone. However it…

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Monthly Market Insights | November 2022

Stocks posted big gains in October, propelled by better-than-expected corporate reports.  The Dow Jones Industrial Average led, gaining 13.95%. The Standard & Poors 500 Index tacked on 7.99% and the Nasdaq Composite added 3.90%. We are beginning to see a transition from large-cap growth stocks to value stocks given current market conditions.   A Volatile Few…

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Join us in Raising Awareness for Prostate Cancer

In the United States, 1 in 8 men will be diagnosed with prostate cancer in their lifetime.  What is No Shave November? No Shave November is a campaign that occurs every year in the month of November to bring awareness to Prostate Cancer. Every November, men will participate by growing their facial hair over the…

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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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How to Buy Series I Savings Bonds

Series I Savings Bonds help protect your assets from inflation. With an I Bond, you earn both a fixed rate of interest and a rate that changes with inflation. Two times per year, they set the inflation rate for the next six months. They can be purchased for yourself, your child, or as a gift…

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Morning Market Commentary for Q3 2022

The 3rd quarter was full of mixed emotions and uncertainty as we experienced a bear market rally during the first half of the quarter. Sentiment turned bearish in the second half of the quarter when the Federal Reserve persisted in raising rates to combat inflation. The S&P 500 dropped by another -5.3% for the quarter…

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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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Monthly Market Insights | September 2022

US Markets:  Renewed fears of higher rates and economic weakening, coupled with a tough talk by Fed Chair Jerome Powell and other Fed officials, sent stocks lower in August.   The Dow Jones Industrial Average dropped 4.06%. whereas the Standard & Poors 500 Index fell 4.24% and the Nasdaq Composite lost 4.64%.  A Strong Start: August…

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