News & Trends

As we step into 2025, many of us are crafting resolutions aimed at personal growth and financial wellness. While hitting the gym or learning a new skill are common goals, one resolution that could dramatically transform your financial future is partnering with a flat fee financial advisor. The start of a new year is the perfect time to take a critical look at your financial health. Just as you might schedule a comprehensive health check-up, your finances deserve the same level of professional attention.

As the leaves turn and the ghosts and goblins start to emerge from their hiding spots, it’s that time of year again—Halloween! But before you grab your broomsticks and dust off your cauldrons, let’s talk about the real fright of the season: the budget. According to the National Retail Federation, Americans are projected to spend a staggering $11.6 billion on Halloween this year. You read that right—billion with a "B".

In the world of investing, we often hear about the latest hot stock or sector that's making waves in the market. It's tempting to jump on these trends, hoping to ride the wave to significant profits. But is this really the best strategy for long-term financial success?

In a move that's stirring up debate in both economic and political circles, Vice President Kamala Harris has put forward a provocative tax proposal aimed at the wealthiest Americans. The plan? To tax unrealized capital gains. Let's dive into what this means and why it's causing such a stir.

When it comes to managing your finances, choosing the right advisor is crucial. But did you know that not all financial advisors are the same? One key distinction lies in whether they're a fiduciary or non-fiduciary advisor. Let's break down what this means for you and your money.

When November 5, 2024 rolls around we will have had a long summer and fall of unrelenting political ads, uncomfortable discussions amongst family and co-workers, doomsaying, policy demagoguing and all-around exhaustion over the whole presidential election. Here’s hoping that once the 5th turns to the 6th, we’ll actually have a clear-cut winner and can avoid any further media hysteria. However, the question still remains, whether your preferred candidate wins or loses, what will happen in the markets and how will it affect your personal financial situation and portfolio.