Investing

Maximizing the Savings with 529 Plans

Maximizing the Savings with 529 Plans

One huge change in the recent Tax Cuts and Jobs Act applies to 529 college savings accounts. Up until now, 529s have been chiefly used as savings vehicles for college expenses. Now there is another way you can use a…

After a Record Year for Stocks, What Should Investors Do in 2018?

After a Record Year for Stocks, What Should Investors Do in 2018?

For many of us, the New Year brings about time for both reflection and thoughts of the future. As 2017 is now in the books, we’d like to take the opportunity to share some insight into how we viewed the…

How the Federal Interest Rate Hike Could Impact You

How the Federal Interest Rate Hike Could Impact You

The Federal Reserve recently announced another increase in short-term interest rates—its third federal interest rate hike this year. It was a move that was expected by most economists and market participants. While the larger impact on the economy may take…

Key Questions for the Long-Term Investor

Key Questions for the Long-Term Investor

November 2017 Focusing on what you can control can lead to a better investment experience. Whether you’ve been investing for decades or are just getting started, you’ll likely ask yourself some of the following questions at some point on your…

Can You Tolerate the Speed at Which Your Investments Have You Going?

Can You Tolerate the Speed at Which Your Investments Have You Going?

Imagine a world where there were no speed limits. How fast would you go? I’m sure there are certain situations where you might be inclined to push your limits, like if you are running late to an appointment or are…