by Susan Linkous | Oct 5, 2023 | Blog1, Featured 2
The Markets (as of market close September 29, 2023) The market returned mixed results last week, with the Russell 2000 and the Nasdaq advancing, while the Global Dow, the Dow, and the S&P 500 shed value. Bond prices fell, pushing 10-year Treasury yields up for the...
by Susan Linkous | Jul 31, 2023 | Blog1, Featured 2
A legal will describes how you want your material assets to be distributed, but how do you leave behind your values? Using an ethical will, also called a legacy letter, you can tell your personal story and communicate your beliefs and life lessons to your family,...
by Susan Linkous | Jul 27, 2023 | Blog1, Featured 2
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024. The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision...
by Susan Linkous | Jul 24, 2023 | Blog1, Featured 2, Market Week
The Markets (as of market close July 21, 2023) Last week saw stocks close generally higher, with only the tech-heavy Nasdaq slipping lower. The Dow extended its winning streak to 10 straight sessions, its longest run since August 2017. Investors, probably anticipating...
by Susan Linkous | Jul 20, 2023 | Blog1, Featured 2
Financial worries are often cited as a major source of stress. For example, a 2021 study found that even before the pandemic and subsequent economic downturn, a majority of Americans said they felt stressed or anxious about their finances.1 Similarly, in 2022,...
by Susan Linkous | Jul 18, 2023 | Blog1, Featured 2, Market Week
The Markets (as of market close July 14, 2023) Wall Street enjoyed a positive week of returns, with each of the benchmark indexes posting solid gains, despite a marginal downturn at the end of last week. The financial sector began releasing quarterly updates last...
