Fiduciary vs. Financial Advisor: the Difference and Why It Matters

|
Before I ever had any inclination to work in the financial industry, I remember an older co-worker of mine, telling a group of us younger fellows that he was about to give us a piece of advice. The advice was that if we ever were to have somebody manage our money, we needed to make […]

What are the NYSE, NASDAQ, S&P 500, Bond Market, and Dow?

|
Anytime we turn on the news we tend to hear about how the Dow Jones Industrial Average is up 20 points or the NASDAQ is down 75 points. If we don’t hear it on tv, we at least see the tickers popping up on the bottom of our computer screens letting us know when the […]

Renting vs. Owning a Home: The Pros and Cons

|
When it comes to finding a place to live, one of the most significant decisions many people face is whether to rent or to buy a home. Both options come with distinct advantages and disadvantages, and the decision often depends on personal circumstances, financial goals, and lifestyle preferences. Whether you’re a

Tax Changes for 2025

|
Happy New Year! Let the new year resolutions begin! It’s always nice having a fresh start at the beginning of the year with new goals to work towards and a feeling of excitement around what’s ahead. To help set you up for the strongest start to contributing to your savings and investing goals this year, […]