by lportee53 | Jul 3, 2024 | Investing
Making A Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity...
by lportee53 | Jul 1, 2024 | Weekly Insight
Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Mixed Message From Fed Chair, Governor Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%,...
by lportee53 | Jun 26, 2024 | Savings
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
by lportee53 | Jun 24, 2024 | Uncategorized
Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Presented by Crossroads Financial Advisors Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial...
by lportee53 | Jun 17, 2024 | Weekly Insight
Weekly Market Insights: Market Enjoys Gains, Reacting To Major Reports Presented by Crossroads Financial Advisors Stocks notched a solid gain last week, driven by the Fed’s decision, May’s inflation report, and Apple’s AI-related news. The Standard & Poor’s...
