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...
by lportee53 | Jul 15, 2024 | Weekly Insight
Weekly Market Insights | July 15th, 2024 Stocks Advance After New Inflation Data Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87...
by lportee53 | Jul 8, 2024 | Weekly Insight
Weekly Market Insights: Stocks Steady In Short Holiday Trading Presented by Crossroads Financial Advisors Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95...
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%,...
