While nature offers four seasons, Wall Street offers only one—four times a year. It’s called “earnings season,” and it can move the markets. So what is earnings season and why is it important? Earnings season is the month of the year that follows each calendar quarter-end month (January, April, July and October) in which many [...]
No matter how far away you are from retirement, there are simple ways for you to step up your savings at any point. Especially if you’re in your 20’s or 30’s, you have plenty of time left to implement smart saving strategies to set yourself up for a successful retirement. Kevin Lao, certified financial planner, [...]
A living trust primer is a popular consideration in many estate strategy conversations, but its appropriateness will depend upon your individual needs and objectives. A living trust is created while you are alive and funded with the assets you choose to transfer into it. The trustee (typically, you) has full power to manage these assets. [...]
How Sarah Sperry is bettering the health of women just like her With a business degree from Virginia Tech, over 20 years of experience working in corporate finance, and 3 young kids at home, Sarah Sperry has learned firsthand how stress can affect productivity. Sarah’s time in corporate finance shifted when she struggled with some [...]
In this day and age, it seems like reading is becoming a thing of the past, what with podcasts, TED talks and YouTube videos becoming more popular vectors of information and entertainment. But a growing body of scientific literature suggests that the benefits of reading actual books may be more important than we realize for [...]
There’s a lot to unpack in the newly-passed, newly-signed American Rescue Plan bill, beyond the fact that the government is once again sending checks out to American families. The goal is to help relieve the economic suffering caused by the COVID pandemic in a variety of sectors. The relief bill makes unemployment benefits more generous, [...]
We don’t yet have a clear report card on how well-educated America’s students have been this school year, with so much remote learning during the pandemic. But there is a wealth of statistics about how America’s educational system compares with other countries. The National Center for Education Statistics examines between 58 and 61 different educational [...]
Rickie Taylor joined Phil Ratcliff for a LiveBroadcast interview in which he introduced his organization and the importance of its mission for the future of the financial industry. Rickie has about 20 years of experience in financial services and currently works as a Regional Director for Retirement Plan Consultants and is the Director of Membership [...]
Even after almost one year of living amidst a worldwide pandemic, many of us are still struggling with this change in our daily lifestyles and habits. Healthcare advocacy has since focused on slowing the spread of the virus, and it seems that basic fitness and wellness concerns have been pushed to the wayside, and understandably [...]
Last Friday, Studium President and Founder, Chris Asman, joined Tony Jones live for a broadcast interview, where he opened up about his experiences as a student and how they inspired him to start his business at a young age. What is Studium, and how did it start? Studium (pronounced Stoo-dium) is a virtual platform that [...]
