by lportee53 | Aug 7, 2024 | Investing
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
by lportee53 | Aug 5, 2024 | Weekly Insight
Weekly Market Insights | August 5th, 2024 Stocks Fall, Concerns Rise. Stocks fell broadly last week as investors looked past upbeat Fed comments and focused on disappointing corporate reports and weaker-than-expected economic data. The Dow Jones Industrial...
by lportee53 | Jul 24, 2024 | Taxation
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
by lportee53 | Jul 22, 2024 | Weekly Insight
Weekly Market Insights | July 22nd, 2024 Investors Shift, Anticipating Lower Interest Rates Stocks were under pressure last week as investors appeared to rotate out of mega-cap tech stocks and into areas that may benefit from lower interest rates. The Standard &...
by lportee53 | Jul 17, 2024 | Retirement, Savings
A Bucket Plan to Go with Your Bucket List John and Mary are nearing retirement and they have a lot of items on their bucket list. Longer life expectancies mean John and Mary may need to prepare for two or even three decades of retirement. How should they position...
