Blog
8/11 Market View Weekly
We strive to keep you regularly updated with important market changes and news. Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary...
Read MoreJune 2023: Retirement Readiness
Our newsletter this month features nine retirement facts that might surprise you, the differences between retirement perception and retirement reality, an inside look at the different retirement adventures you might choose, and...
Read More5/26 Market View Weekly: By the Numbers
Debt Talks DominateStocks were weighed down for much of the week by stumbling debt ceiling negotiations, which appeared to reach an impasse at one point. Technology stocks, which have led the market this year, were under pressure as...
Read More3 Investment Terms You Should Know
Even if you’ve been investing for years, the language of investing can sometimes feel confusing. Getting a better grip on investing terminology (which is often a complex combination of legalese, colloquialisms and slang) can help...
Read More3/24 Market View Weekly: By the Numbers
A Turbulent Week for StocksThe stock market was unable to find sustained direction as investors weighed comments from Fed Chair Jerome Powell and Treasury Secretary Janet Yellen. Stocks initially rose as banking fears eased following a...
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Planning for those you Love
All of us have something in common, there are people that we love and people that we would do anything for. And while it doesn’t matter if it’s a spouse, parent, child, sibling, or even a dear friend, we all have those we care about.
Read MoreNovember Consumer Spending May Signal Brighter Holiday Season
As the year’s final month, December brings holiday gatherings and hopefulness for brighter days ahead in 2023. Looking back at how the economy performed in November, we saw lighter holiday-week trading at Thanksgiving...
Read MoreHelpful Info About Midterm Elections & Market Performance
It is hard to believe we are in the midst of yet another election cycle. With inflation soaring, economic growth slowing, and extremely choppy markets, midterm elections seem like an afterthought. But on Tuesday, November 8th, 435...
Read MoreThe Inflation Reduction Act: What Does It Mean for You?
As you probably heard on the news, President Biden signed the Inflation Reduction Act of 2022 on August 16. Among other things, the legislation includes various initiatives such as locking in the American Rescue Plan health coverage...
Read MoreJuly Markets End on a High Note
July was yet another month of roller coaster ups and downs, marked by continued consumer concerns about supply chain issues and higher costs for goods and services. The weather wreaked havoc in many parts of the country, as torrential...
Read MoreMay's Bumpy Ride Was Tiresome for All
Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...
Read MoreDon’t Let Unexpected Expenses Derail Your Retirement
While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...
Read MoreAre Capital Gains Taxes Changing?
There are a lot of questions about President Biden’s Build Back Better plan and potential tax law changes, including an adjustment to capital gains taxes.One of the proposals Congress is considering sets the top rate for taxing...
Read MoreThe Underutilized Benefits of a Health Savings Account
Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example.In 2019, 55% of those with HSAs...
Read MoreA 6.1% Bump in Social Security?
The news keeps getting better for Social Security recipients.It's now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1...
Read MoreA Note About Inflation
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the news. But don’t let it scare you! The fact is, some inflation is...
Read MoreLife Events that Impact your Financial Plan in a Big Way!
When you have a major life event such as getting married, having a child, or buying a home, your financial situation and priorities may change. As your life changes, your financial decisions must stay in line with your goals, values,...
Read MoreThe American Jobs Act – 3 Potential Changes We’re Watching
Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...
Read MoreAvoid Becoming the Bank of Mom and Dad
You spend your whole life raising your children to be self-sufficient. You give them your time, your love, and your money to set them up for success. So, what do you do when your now-adult-child asks for financial aid?As more baby...
Read MoreDon’t Let Unexpected Expenses Derail Your Retirement!
While it’s natural to look ahead to a leisurely retirement, it’s prudent to prepare for expenses that catch many retirees by surprise. In a recent survey, nearly one-third of retirees reported they faced at least four...
Read MoreHaven't filed your taxes yet?! Not to worry...
Preparing your taxes can be a real drag. It can feel like tax day looms over your spring! Well, fear not: the IRS has given you another month to file your taxes! The Treasury Department and Internal Revenue Service has announced that...
Read More5 Mistakes of Do-It-Yourself Investors
Many people wish to take the reigns of their investing and account management. And that is totally OK for the right person! However, a common denominator is we are all human, and as humans, we have our own bais, beliefs and emotions...
Read MoreVideo: Target Date Funds Part 2
In Part 2 of the Target Date Fund series we will discuss if target date funds can deliver predictable retirement income. And what risks should be reviewed?
Read MoreVideo: Target Date Funds Reviewed
What is a Target Date Fund? How do they work? Watch this video to learn more and also see how not all funds are invested equally.
Read MoreCyber Risks
Technology advances have made our life a lot more simple; from keeping in contact with friends and family and even completing transactions. But as we know, with news of data breaches and concerns of scams, hacks and identity theft,...
Read MoreInvesting Amnesia
What were your fondest childhood memories? What is the farthest experience or fact you can remember? For me I have a few, that are clear as day. Like the first time I ate a Bojangles Cajun Filet Biscuit, I was probably around 7 years...
Read MoreStepUp Ministry
Andrew Rose has served on StepUp’s board for the past two years, but his StepUp journey began in 2009 when he was invited to take a tour of the Life Skills program. StepUp serves approximately 160 adults in its Life Skills...
Read More#CapitolCares
Happy to share this video montage of some of our #CapitolCares events throughout the years. https://plus.smilebox.com/play?g=adb7de5b-f5d4-4104-b277-9a4244153c94
Read MoreAndrew Rose and Will Smith Inaugural Vlog
Andrew Rose and Will Smith Inaugural Vlog
Read More“Honey, did you check the stove?”
It’s August, as many would call the “8th inning of summer” or the “Sunday of the week”. Nonetheless, days are slowly getting shorter and kids are going back to school. Another season is gradually coming to...
Read MoreWhat Will You Leave Behind?
History. Everything and everyone has a story and a past. All of us have some attraction to events and places of the past and a desire to relive the stories of long ago. Think of the millions of visitors per year visiting The Colosseum...
Read MoreThe Best Time to Plant an Oak Tree
This month I was able to celebrate the second birthday of my niece and nephew, Avery and Gabriel. My wife and I became an uncle and aunt back in September of 2012 and since then my sister and brother-in-law have brought four amazing...
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