Blogs

What is Investing on Margin?

This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847…

Read More...

Young People: Who Said You Have To Be Wealthy To Invest?

Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and…

Read More...

How Infrastructure Spending Affects Municipal Bonds

According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about…

Read More...
Midyear Market Financial Outlooks 2021

Midyear Market Outlooks

In its midyear review, market analysts at Charles Schwab say that economic growth in the United States may have peaked…

Read More...

2021 Tax Strategies

In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners….

Read More...

What’s Driving Oil Prices in 2021?

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and…

Read More...

Gen X Prepares to Ascend the Throne

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at…

Read More...

Investment Consolidation Strategies

Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading…

Read More...
Survival of the Fittest Financial Planning during the Coronavirus Pandemic

Survival of the Fittest: Financial Planning during the Coronavirus Pandemic

The coronavirus pandemic worsened income and wealth disparity in the U.S.1 However, if you were on a good path for retirement…

Read More...