Blogs

College Savings: An Update

Congress is known for passing enormous bills with lots of little-known provisions that are not entirely central to the key…

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What is Investing on Margin?

This year, investors are making record-high margin investments against their accumulated assets. According to FINRA, margin debt had reached $847…

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Young People: Who Said You Have To Be Wealthy To Invest?

Young adults have weathered difficult times the past two decades: mass school shootings, extreme weather conditions, student loan debt and…

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How Infrastructure Spending Affects Municipal Bonds

According to the American Society of Civil Engineers, the 10-year tab to meet the country’s basic infrastructure needs is about…

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2021 Tax Strategies

In an effort to pay for new legislation, the Biden administration has proposed higher taxes for the nation’s highest earners….

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What’s Driving Oil Prices in 2021?

Oil prices are influenced by supply and demand, and 2020 was a great demonstration of this principle. With global and…

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Gen X Prepares to Ascend the Throne

Generation X, comprised of adults between the ages of 40 and 55, have entered their prime earning years while at…

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Investment Consolidation Strategies

Throughout investment industry and financial media sources we constantly hear the message that our money should be diversified. By spreading…

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Social Security Proposals and Strategies

As the Social Security Trust Fund approaches its expiration date, many existing entities are offering helpful suggestions for funding alternatives….

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