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Starbucks is a great example of a high quality, global company that has done a great job branding. Their stock price has seen large fluctuations since it's IPO but has rewarded long term investors. We provide an Investment 101 in our most recent Sandbox Blog post using Starbucks as our example.
Deciding to go for a lower interest rate on your mortgage may sound like an easy decision to make, but you should always take into account the varying costs associated with refinancing.
For millennials, one or two bad financial habits can quickly lead to growing debt & even cause you to come up short month after month.
S&P 500 is now positive in 2020 yet roughly 2/3 of the companies in the index are still negative on the year! Under the hood, 320 of the 500 companies are still negative. Thanks to Amazon, Microsoft and Apple for the help.
For business owners or entrepreneurs, even just a few hours of dedicated, objective financial advice can save you years of headaches later on down the line.
We are just past the halfway point and 2020 has provided plenty of fireworks! After the fastest-ever bear market decline, the stock markets staged their best 50-day rally ever. Time to review, assess and plan for the second half.
A great visual chart of the major pullbacks in the S&P 500 since the end of Financial Crisis (2009). From the prior recession low, just over a decade ago, there have been many bumps in the road but we have seen stock markets move significantly higher.
While you may have chosen to save using a traditional IRA, you do have the option to switch to tax-free retirement income. Who should consider a Roth conversion, and who should stay away? We've got your biggest questions answered.
If you have the high-income without the huge savings account, you may be considered a HENRY. Learn more about the qualities of this new and expanding demographic.
Despite many news worthy headlines in 2020, this is also an election year. History shows that the stock market has statistically predicted the winner of the presidential elections 87% of the time.
Your financial advisor is a great resource to leverage as you prepare for the tax season and look for strategic ways to maximize savings. Learn how working with an advisor this tax season can create efficiencies and save you money.
IRS inflation adjustments are meant to ease federal taxes for taxpayers. It pays to know the most recent changes, which you can use to prepare for the 2020 tax year.