by lportee53 | May 29, 2024 | Estate Planning
Grantor Retained Annuity Trusts (GRATs) Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work with a financial professional familiar with your many options, including older tools. You...
by lportee53 | May 27, 2024 | Weekly Insight
Weekly Market Insights: AI Rules Big Week For Tech Stocks Presented by Crossroads Financial Advisors Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies...
by lportee53 | May 22, 2024 | Retirement
Choices for Your 401(k) at a Former Employer One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with the 401(k) account they...
by lportee53 | May 20, 2024 | Weekly Insight
Weekly Market Insights: Investors Anticipate Fed Rate Change Presented by Crossroads Financial Advisors Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow 40,000 The week began quietly as market averages...
by lportee53 | May 13, 2024 | Weekly Insight
Weekly Market Insights: Stocks Rise, Anticipating Rate Cut Presented by Crossroads Financial Advisors Stocks notched a solid gain last week as rate-cut expectations paced the rally as the Q1 earnings season wound down. Stocks Climb Steadily Monday opened with stocks...
