Following the Inflation Debate

During the 12 months ending in June 2021, consumer prices shot up 5.4%, the highest inflation rate since2008.1The annual increase in the Consumer Price Index for All Urban Consumers (CPI-U) — often called headline inflation — was due in part to the “base effect.” This statistical term means the 12-month [...]

By |2021-10-12T10:11:40-04:00October 12th, 2021|Investment Center|0 Comments

Three Reasons to Keep Your Personal and Business Finances Separate

If you are launching a new venture, you may wonder whether it’s necessary to open a dedicated bank account for your business. Even if your company is established and already has separate checking […]

By |2021-05-21T13:35:01-04:00June 1st, 2021|Investment Center|0 Comments

Decisions, Decisions: Weighing the Pros and Cons of an IRA Rollover

If you lose a job, switch employers, or step into retirement, you might consider rolling your retirement plan savings into an IRA. But this isn’t your only option; it could make more sense to keep the […]

By |2021-05-21T13:35:37-04:00June 1st, 2021|Investment Center|0 Comments

Growing Interest in Socially Responsible Investing

U.S. assets invested in socially responsible strategies topped $17.1 trillion at the start of 2020, up 42% from two years earlier. Sustainable, responsible, and impact (SRI) investments now account for nearly one-third of all professionally managed U.S. assets.1 […]

By |2021-05-05T09:30:00-04:00May 1st, 2021|Investment Center, Uncategorized|0 Comments

New Changes to College Financial Aid and Education Tax Benefits

In late December 2020, Congress passed the Consolidated Appropriations Act, 2021, another relief package in response to the pandemic. The bill included several provisions related to education, including $22.7 billion for colleges and universities. […]

Five Tips to Follow When Applying for a Mortgage

The housing market during the coronavirus pandemic has certainly been notable. Historically low interest rates resulted in record homebuying, even as housing prices escalated.1 […]

By |2021-03-31T08:53:51-04:00March 31st, 2021|Home Loans, Investment Center, Mortgages, Uncategorized|0 Comments

Money Market Funds in a Low Rate Environment

After pushing interest rates gradually upward for three years, the Federal Reserve dropped the benchmark federal funds rate to near zero (0%–0.25%) in March 2020 to help mitigate the economic damage caused by COVID-19.1 […]

By |2021-03-31T08:53:40-04:00March 31st, 2021|Investment Center, Uncategorized|0 Comments

Should You Convert Your Term Life to Permanent Life Insurance

Term life insurance provides life insurance coverage for a specific time period (the term). The face amount of the policy is paid if you die during the term of the policy. […]

By |2021-03-31T08:53:25-04:00March 31st, 2021|Investment Center, Uncategorized|0 Comments
Go to Top