Weekly Market Update 2/14/22
Equity markets were higher for the week until a surprise headline indicating a possible Russian invasion of Ukraine spooked markets on....
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mevans533
- Feb 9, 2022
- 5 min
Do I (Should I) Have All the Tax Documents I Need?
Like it or not, it’s tax season once again. For some, it’s a time for them to hand their paperwork over to a CPA and let them deal with...
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- Feb 7, 2022
- 0 min
Weekly Market Update 2/7/22
Equity markets moved higher last week after strong corporate earnings from the Technology sector pushed the broad indices in a positive...
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- Feb 7, 2022
- 3 min
SCAMMERS ARE GETTING SMARTER IN 2022: 5 WAYS TO SPOT THEM ONLINE, OVER THE PHONE AND IN PERSON
Scammers keep getting bolder and bolder with their extortion methods. From impersonating landlords to illegal debt collection tactics....
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- Jan 31, 2022
- 0 min
Weekly Market Update 1/31/22
It would appear that corporate buybacks are once again en vogue after a sell off in equities. The Dow was up 1.27% last week, while the S&P
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- Jan 31, 2022
- 1 min
3 Quick Stress Busters
How do you react when your plans fall through? Do you roll with the punches? Or does anxiety keep you from enjoying life?
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- Jan 24, 2022
- 2 min
7 BEST PODCASTS FOR THRIFTY TRAVELERS
Got travel and savings goals on your mind? You might be able to do both, and it might be time to get inspired! These fun, upbeat, expert....
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- Jan 24, 2022
- 0 min
Weekly Market Update 1/24/22
Investors began the week with a continued shift from “growth” to “value” stocks, but all sectors sold off late in the week. The Dow was down
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- Jan 18, 2022
- 0 min
Weekly Market Update 1/16/22
Equities finished the week mostly lower, despite a late Friday rally in technology stocks. The rotation from “growth” stocks to “value”.....
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mevans533
- Jan 13, 2022
- 6 min
Lifevesting: A Memo for Heirs
Our Lifevesting: Memo for Heirs is the perfect way to make sure your assets fall into the correct hands once you’ve passed. Each section...
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- Jan 11, 2022
- 3 min
How to Invest in Your Health in 2022
How to Invest in Your Health in 2022 JANUARY 11, 2022 How to Invest in Your Health in 2022 Healthcare is one of the essential parts of...
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- Jan 11, 2022
- 0 min
Weekly Market Update 1/10/22
Equities finished the week mixed, with investors beginning to shift from “growth” stocks that now appear expensive to “value” stocks that are
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- Jan 3, 2022
- 3 min
Your 2022 Tax Filing Season To-Do List
The tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or.....
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- Jan 3, 2022
- 0 min
Weekly Market Update 1/3/22
There was little market activity last week as trading volumes were markedly lower. In a typical holiday-shortened week, traders were not...
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- Dec 27, 2021
- 0 min
Weekly Market Update 12/27/21
Market volatility eased heading into the holiday last week. As traders departed for Christmas, trading volume de-creased throughout.....
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Scott Poore
- Dec 20, 2021
- 0 min
Weekly Market Update 12/20/21
The return of market volatility was ushered in by the Fed last week. Investors are fearful that the Fed has waited too long to address....
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- Dec 20, 2021
- 2 min
Creating the Best Year of Your Life
CREATING THE BEST YEAR OF YOUR LIFE At the end of each year, and on their birthdays, many people take time to reflect and look ahead. If...
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- Dec 13, 2021
- 0 min
Weekly Market Update 12/13/21
Market volatility declined considerably as fears over Omicron seemed to ease. The Dow was up 4.66% last week, while the S&P 500 gained....
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- Dec 13, 2021
- 2 min
5 Ways To Focus on Goal Setting (New Year Resolutions)
5 Ways To Focus on Goal Setting Life is nothing but an obstacle course, it's all about getting through that obstacle course to your...
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