Why I Love Health Savings Accounts
Health Savings Accounts are a tax-trifecta savings vehicle that are often overlooked due to bias against the less popular Flex Savings Accounts.
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Why I Love Health Savings Accounts
2 Pieces of Savings Advice to Reconsider
We can get tunnel vision when it comes to following "Rules of Thumb." I dare you to push back when it comes to maxing out 529 Plans and 401(k)s.
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2 Pieces of Savings Advice to Reconsider
What Can the Best/Worst Stocks of 2020 Tell us?
The 2020 performance for the major U.S. indices was nothing short of impressive, especially given the headwinds of COVID-19 and the drama surrounding the presidential election.
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What Can the Best/Worst Stocks of 2020 Tell us?
How the S&P500 fairs after an Election Year
Everyone is asking - how will my goals be impacted by the upcoming election?When it comes to the stock market,…
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How the S&P500 fairs after an Election Year
Where to put your next dollar
Your checking account is at an all time high and you're eager to do something more with your money. Anything…
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Where to put your next dollar
The Markets and Coronavirus
What's happening?The last couple weeks have certainly been rough on everyone. Stock markets across the world have been on a…
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The Markets and Coronavirus
6 Factors That Could Influence CD Interest Rates
CD interest rates can be higher than a typical checking or savings account and are affected by these factors.
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6 Factors That Could Influence CD Interest Rates
Understanding the Impending Tax Legislation
Feeling insecure in your ability to banter on about politics, taxes, and headline news the next time you sit down…
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Understanding the Impending Tax Legislation
6 Factors That Could Influence CD Interest Rates
"Opening a certificate of deposit (CD) can be a low-risk way to save for short- and long-term goals, whether it’s…
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6 Factors That Could Influence CD Interest Rates
Change ahead for FINRA advisors, POWWOW interviewed for Quentara's input.
DOL Fiduciary Ruling Delayed
The DOL fiduciary ruling set to launch in April requiring that advisors act in a consumer's best interest has been…
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DOL Fiduciary Ruling Delayed
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Why would I work with a Robo-Advisor?
Robo or Real?Robo-advisor is a term I come across multiple times a day and there are no shortage of opinion…
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Why would I work with a Robo-Advisor?
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What’s a…fi-doo-shee-er-ee??
A fi-doo-shee-er-ee, or fiduciary in common English, is one of the most important considerations in choosing a financial planner. Don't believe me? You should,…
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What’s a…fi-doo-shee-er-ee??
