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Preparing for a Natural Disaster

Most areas in the United States are susceptible to some form of natural disaster, whether it's a wildfire, tornado, hurricane, earthquake, or flood. A severe storm or other catastrophic event often strikes with little warning, can result in costly damage to your home, and puts your family's safety at risk. Being prepared may help you [...]

By |2022-05-25T13:27:36-04:00May 25th, 2022|Uncategorized|0 Comments

Adjusting Your Tax Withholding

Now that you've seen last year's tax results and can see where this year is heading, it may be a good time to consider adjustments to your income tax withholding. Getting It Right If you have too much tax withheld, you will receive a refund when you file your income tax return, but it might [...]

By |2022-05-25T13:27:36-04:00May 25th, 2022|Uncategorized|0 Comments

A Wealth of Information: How to Read a Mutual Fund Prospectus

With more than 7,400 mutual funds to consider in the United States alone, some investors may feel overwhelmed by the thought of deciding which ones to select for their portfolios. At the same time, most mutual fund-owning households base their purchase decisions on these measures: historical performance(94%), investment objectives and risk potential (91%),and fees and [...]

By |2022-05-25T13:27:36-04:00May 17th, 2022|Uncategorized|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