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Will Earnings Reverse the Market? The last 2 weeks witnessed stock market indexes reversing to the downside. Last week, a higher-than-expected monthly CPI reading of

Economy, Good or Not so? The United States created 303,000 jobs in March with the unemployment rate sitting @ 3.8%.  Wages increased by 4.1%. Perhaps

Stocks, Stocks and more Stocks! Stocks finished the 1st quarter of 2024 on a high note.  Year-to-date, here is where our major indexes stand: All

I’m looking forward to when the Federal Reserve is no longer the top financial topic of the week! Coming into 2024, investors banked on corporate

Social Security – Make the best choice! Obtaining the largest amount of guaranteed (fixed) income can contribute towards a comfortable retirement. Since 2008, we’ve counseled

Is the Economy doing well? The unemployment rate sits at 3.7%, the US continues to create new jobs, the stock market continues to melt higher,

Interest Rates Continue to Defy! Why are bond yields rising if inflation continues to moderate and everyone expects the Fed to lower rates this year?

Qualified Charitable Distribution (QCD) Tax Reporting Your IRA distribution form (1099R) will reflect your total gross distribution and will NOT reflect amounts sent directly to

Valentine’s Day is special.  Whether its love for your spouse, your family, or friends, please take a moment to appreciate your relationships by letting them