Resources
4 Steps to Protecting a Child with Disabilities
4 Steps to Protecting a Child with Disabilities Planning for a child with special needs can be complicated, confusing, and even overwhelming. Raising a child is expensive and can cost over a quarter of a million dollars, excluding college. For a child with special...
Market Commentary | March 3rd, 2025
Week in Review... Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -0.98% The Dow Jones Industrial Average...
Market Commentary | February 24th, 2025
Week in Review... Major market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -1.66% The Dow Jones Industrial...
Red Flags for Tax Auditors
9 Facts About Social Security Here are six flags that may make your tax return prime for an IRS audit.1 No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on...
Market Commentary February 17th, 2025
Week in Review... Major market indices closed the week on a positive note, driven by robust data on the economic front, as the economy remains resilient despite trade and policy uncertainty. The S&P 500 rose +1.47%. The Dow Jones Industrial Average inched...
Market Commentary | February 10th, 2025
Week in Review... Major market indices ended the week lower due to mixed economic data. For the week ending February 7, 2025: The S&P 500 closed down -0.24%. The Dow Jones Industrial Average was lower, down -0.54% The tech-heavy Nasdaq fell to -0.53% The 10-Year...
What If Your Kids Decide Against College?
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child's or grandchild's college education. But what happens if they decide college isn't the right path for them? It's a valid...
Market Commentary | February 3rd, 2025
Week in Review... Major market indices experienced a volatile week driven by a combination of earnings releases, new entrants into the artificial intelligence sector, and the Federal Reserve’s rate decision. For the week ending January 31, 2025: The S&P 500 ended...
Market Commentary | January 27th, 2025
Week in Review... As the new president took office this past week, headlines were dominated by the potential impact of campaign promises turning into executive actions. The S&P 500 ended up 1.74% The Dow Jones Industrial Average led major indices up 2.15% The...
Market Commentary | January 21st, 2025
Week in Review... Major market indices concluded the week with positive returns, while the Treasury yield began its descent from its historical uptrend. A drop in the Treasury yield typically indicates heightened demand for safer investments, often reflecting investor...