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This is our next blog in a series about setting up the next generation for success. In this piece, we outline the benefits of a 529 Plan A 529 plan is a tax-advantaged plan created to save money for college tuition, housing, books and other education-related expenses at most universities.
Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: Financial assets across the board performed well in June, capping a very strong first half of 2019. While global
Policy Normalization on Target: With St. Louis Fed President James Bullard casting the first dissenting vote under Chairman Jerome Powell’s leadership, the FOMC voted to maintain the target range for the Fed Funds rate at 2.25% to 2.50%. As has been the case for recent meetings, this decision to take
Raising financially responsible children starts with having age-appropriate and open dialogues concerning money and family values at a young age. In addition to talking freely within the family, encouraging and demonstrating good money habits is critical. Children pattern their attitudes toward spending and saving after the grown-ups in their lives.
Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy, and the global financial markets. Global Economy: To paraphrase, the month of May came “in like a lamb” but went “out like a lion.” It was
Having a new addition to the family is life-changing, exciting and overwhelming. It is also another essential time to take a hard look at your financial goals and planning needs. Here are some of the things we recommend new parents should do to help prepare for this amazing added responsibility.
Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: With optimism continuing to reign in April, investors bid risk assets higher and markets maintained the “great start to
Uniting in marriage also means the joining of financial futures. Suddenly, decision-making is done by a team of two. Often, spouses are not of the same mindset when it comes to how to spend, save and plan for their future. For instance, it isn’t unusual for one spouse to be
Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: Under the cover of disappearing volatility, with the CBOE’s VIX index nearly 30% below its long-term average, the generalized
After a series of financial crises early in the 20th century, there was a need for centralized control of the U.S. monetary system. The passage of the Federal Reserve Act on December 23, 1913 created our central banking system with three primary objectives: maximizing employment, stabilizing prices, and moderating long-term
When the question of owning a home versus renting arises for our adult children and grandchildren, we can pass along our knowledge as homeowners to help them figure out how ready or not they are. Discussion points to consider are: Determine if the young adult is ready for the added
Please find the next blog in our monthly series that provides a review of the prior month’s market data, the state of the economy and the global financial markets. Global Economy: Relative calm permeated the globe, sustaining the rally in risk assets throughout February. Ongoing trade discussions between the US
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