Articles to Help You Pursue Your Financial & Life Goals
Kind words can be short and easy to speak, but their echoes are truly endless.
Three Fed Takeaways from an Extraordinary Year
2020 was an extraordinary year for the Federal Reserve (Fed). The Fed responded swiftly [...]
Is an Opportunity Zone Fund Good for Tax Planning?
Can I Defer and Lower My Taxes with a Qualified Opportunity Zone Fund? [...]
Solid Shopping Holiday Season
Solid holiday shopping season. Holiday sales grew 3%, beating forecasts for a 2.4% increase [...]
2021 Market Outlook – How to Invest in 2021
“MORE THAN MOST YEARS, it’s hard to look ahead to the next year, [...]
In Inflation Looming?
The November reading for the Consumer Price Index (CPI), the most well-known measure of [...]
Outlook 2021: The Bull Market in Stocks Continues
As we explain in Outlook 2021, we anticipate a strong earnings rebound in 2021 will help [...]




