Markets can change, sometimes quickly and when many people least expect it. After a few hard months for investors the stock market indexes we follow turned notably higher in November. At the same time bond yields moved lower on speculation that the Federal Reserve Bank’s rate hike cycle has come to …  Read More
FAFSA 2024-25 Application – What You Need To Know
*** To learn about the key dates and updates made to the latest FAFSA form, the 2025-2026 FAFSA application which opens on December 1, 2024, please see our updated blog. ***Nothing is more appealing to soon-to-be and current college students and their parents than free money. However, it’s …  Read More
How To Find College Scholarships
The total average cost of higher education now exceeds $240,000 per child at private four-year colleges.¹ There are several ways students and their families can fund the increasingly expensive college experience. Starting early with a comprehensive savings plan2 and, later, setting realistic …  Read More
Stock Market Commentary – November 2023
October felt to us like a continuation of September as the stock market indexes we follow had a rough go of it, with all seven posting a negative return for the month. Most are now negative for the year as well. Bonds, as measured by the Bloomberg Aggregate index were also down (as yields continue …  Read More
Financial Literacy for Young Professionals
As young professionals start their careers, one area of concern shared by many is general financial literacy. A recent survey by Experian¹ revealed that nearly 4 in 5 millennials and members of Gen Z are striving in 2023 to be more financially literate, while nearly 70% are actively searching for a …  Read More
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