“Don’t fight The Fed.” – Old Stock Market Adage August is a month that is usually not so kind to the markets. The 2022 edition was no exception with the equity markets we follow losing about half the gains picked up in July. The only exception to this is the MSCI Emerging Markets index, which … Read More
FAFSA 2023-24 Application – What You Need To Know
*** To learn about the key delays, changes, and updates made to the latest FAFSA form, the 2024-2025 FAFSA application which opens around December 31, 2023, please see our updated blog. ***Nothing is more appealing to soon-to-be and current college students and their parents than free money. … Read More
Monthly Stock Market Review – July 2022
“The two most powerful warriors are patience and time.” - Leo Tolstoy “You can't predict. You can prepare.” - Howard Marks July is historically one of the best months of the year for investors. July 2022 did not disappoint with the stock market indexes we follow producing solid gains for the … Read More
3 Tax Efficient Strategies for Wealth Planning
"Tax complexity itself is a kind of tax." - Max Baucus Failure to consider tax management as a component of wealth planning can impact long-term results and limit spending power in retirement. In fact, for many investors, taxes remain the largest source of portfolio management inefficiency and … Read More
Monthly Stock Market Review – June 2022
"When the train leaves the station, it doesn't back up to let latecomers on. If it does, there's something wrong with the train." - Walter Deemer "Successful investing is having everyone agree with you… later." - Jim Grant All data as of 07/01/2022, Source: Wells Fargo Investment … Read More
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