Articles, News, and Stuff

Markets in Review

The second quarter of 2018 saw lots of themes emerge, but increasing trade tensions seemed to drive the markets and the return of volatility. In fact, investors would be hard-pressed to find an asset class, sector or region that didn’t see decent-sized swings over the second qu...

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Summer Job Tax Tips

Jul 03, 2018

It’s almost July 4th and for teens and young adults taking summer jobs, it’s time to gain experience, earn some cash and learn a bit about adulthood. And one of the best grown-up subjects to start with? Taxes.

Whether you’re new to summer work or been at it for years, here are eight tax tips you...

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Retirement tips to remember when starting a new job

Land a great new job? Awesome. Now is the perfect time to think about your 401(k) and retirement plan, whether you had one before or not. Saving for retirement is important at all ages, so don’t let this opportunity fall to the bottom of your l...

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Social Security's future is safe

Jun 11, 2018 Christian Weller

Social Security is the bedrock of Americans’ retirement income security. So you may have been concerned by the news that the federal government needed to dip into the Social Security’s trust fund to pay for the program this year.

Does that mean Social Security’s future isn’t safe?

As an economis...

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Are we in the Goldilocks Zone?

At their May 2018 meeting, the Federal Open Market Committee – which is the policymaking arm of the Federal Reserve – decided to leave rates alone. Here is exactly what the Fed said in their statement:

"In view of realized and expected labor market conditions and i...

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Maybe your charitable donations should stay in your zip code?

For many of us, buying locally matters. We’ve all heard the term and seen the signs: Shop Locally. Eat Locally. But let’s extend that thought for a minute: do you consider giving to your local charities?

The fact is we are bombarded w...

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