Jul 18, 2024 | Weekly Wrap-Up
For the first time in almost 15 years, cash is no longer ‘trash’ – that is paying 0% – 1% yields. But for investors enjoying 5% yields on money-market funds, a Fed interest-rate cut is looming — most expecting the first decrease to come at the September meeting....
Jun 27, 2024 | Weekly Wrap-Up
Conducting a mid-year financial review is a valuable exercise to ensure financial stability and progress toward your goals. Here’s a look at some key aspects to consider during your mid-year financial tune-up: 1. Double-check Your Cash Flow Projections Actual vs....
May 30, 2024 | Weekly Wrap-Up
Estate planning is a vital aspect of your financial plan that often gets overlooked or postponed. It forces us to look at our mortality and also to answer very difficult questions we’d rather not think about. Things like, “Who will care for my children? Who will...
May 24, 2024 | Weekly Wrap-Up
The best online savings accounts can earn you much more when compared to the average brick-and-mortar offerings. Julie Asti, CFP was a featured expert in this article discussing the best online savings accounts ~ what to look for, common mistakes people make, what...
May 16, 2024 | Weekly Wrap-Up
With the introduction of bitcoin exchange-traded funds, and the historic ‘ halving’ of the coin that just occurred, along with the 160% increase in bitcoin’s price in 2023 and more than 50% so far this year — everyone is paying new attention to cryptocurrencies these...
May 9, 2024 | Weekly Wrap-Up
Index and actively managed mutual funds can both provide diversification, ‘professional’ management and convenience. There are differences between the two types of funds and they each have their own traits, performance and risks. Here are three things to know about...
