Typically, when mortgage rates increase, affordability decreases, and demand slows. Reduced demand also hurts sellers as they need to reduce the prices of their homes in order to attract buyers. While low interest rates tend to increase demand for property.
It’s hard to think about leaving the workforce when you’ve barely entered it. Or when, in the case of many millennials, you haven’t quite hit your earning stride and are also trying to buy a home, start a family, pay off student loans, start a business, or… well, live!
While eliminating these small pleasures might marginally improve your situation, it’s not the solution that those in their accumulation years should be focusing on. Save your energy and focus on actions that will matter more in the long run.
We’ve been incredibly lucky with the stock market over the past decade. Every year since 2013, the S&P 500 has hit new all-time highs—including one from earlier this year. And even though the Nasdaq has been suffering as of late, it has compounded 21% per year for the last five years.
Every March we recognize the contributions of women to events in history and contemporary society with both Women’s History Month and International Women’s Day on March 8th. The esteemed female members of our team came together to give their input on a matter.
Marketing tips from your financial advisor? We know, this isn’t your typical financial advisor post, but we aren’t your typical financial advisors. Yes, you still need to know about taxes and retirement planning, but what about some tips on how to make more money now?!
In case you haven’t noticed (and it’s totally ok if you haven’t), 2022 markets have gotten off to a rocky start. Volatility has been the flavor of the month (going on two months now) and has investors wondering 1) What’s going on? 2) Is the stock market ok? 3) Are you doing stuff?
In honor of the New Year… NOPE! Scratch that. It’s already February. No, we didn’t miss it. We didn’t forget. This was the plan all along. Here’s why: Reason #1: January is simply too busy as is. We have found that many business owners are still metaphorically “hungover” from closing out...
As a business owner, you always want to stand out from the competition. But, with so much on your plate it can be hard to keep up with the most effective marketing trends. And let’s face it, marketing is tough. Unless you are in the marketing field, you may not have a clue where to begin...
Remember that awesome gift you got from your boss that one time? No, you don’t. Nobody does. But everyone definitely remembers the crappy ones. The ones that felt like a stinging slap in the face on a cold winter day.
When it comes time for a business owner to transition or sell their business, taxes tend to be one of the most important planning points. After all, a solid tax planning strategy remains one of the most essential components of building personal wealth and preserving...
You've spent years, decades even, building your company into a successful enterprise. But as you near retirement age, your business might be the most valuable asset you have, so naturally, selling this asset to achieve financial independence sounds like the most viable retirement option...
The backdoor Roth is a well-known strategy used by high-income earners to minimize the tax paid on the growth of their investments. The American Families Plan, proposed by the Biden administration in April of 2021, has the approach directly in its crosshairs. Will it be eliminated?
Today, more people are seeking financial advice than ever before. However, in the highly fragmented and muddled world of financial services, it can be challenging to find the right type of financial advisor. Given a choice, most people would want to work with a professional...