Apr 9, 2024 Can An AI Help Me Plan My Retirement? This blog will talk about the use cases and limitations of AI with regard to financial planning and emphasize the fact that human financial advisors are still far superior to AI. Read More
Apr 9, 2024 The Latest from the Silver Tsunami: Boomer Retirement Stats This blog is about the many ways our economy and society will change as more and more baby boomers retire. Read More
Apr 3, 2024 What Are Real Estate Investment Trusts? This blog explains what real estate investment trusts (REITs) are and includes information on the types of REITs, their benefits and drawbacks, and how to invest in REITs. Read More
Apr 1, 2024 Market Commentary 1ST QUARTER 2024 SUMMARY US stocks continued their rally into the first quarter of 2024. The Dow Jones Industrial Average climbed 6.1%, the Nasdaq Composite rose 9.3%, and S&P 500 led the way returning 10.6%... Read More
Mar 8, 2024 Which Financial Documents Should You Back Up? This blog will talk about what financial documents you should back up to ensure your financial safety. Read More
Mar 6, 2024 5 Steps for Handling an Unexpected Tax Bill Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size. Read More