Archive for the
‘News’ Category
Inflation is in the news again, thanks to a recent jump in the Consumer Price Index. The Bureau of Labor Statistics has calculated that the price of a basket of goods and services rose 5% on an annualized basis in May, the largest increase since August of 2008. The inflation rate was 4.2% in April—which, [...]
Stephen Fulton, Ceo/Founder of Firefly Support Services and Jonte Mufti, Merchant of Firefly Apothecary, joined Tony Jones for a virtual live broadcast last Friday. Firefly is a private provider agency for individuals with intellectual and developmental disabilities. Not only do they offer residential care services, but vocational and day services. Firefly Apothecary Mission Stephen started [...]
You probably know that the U.S. stock market has been delivering the highest returns among all developed nations, not just in the last couple of years but over the most recent ten years. But that also means that U.S. stocks have become much more expensive relative to other nations. How much more? One of the [...]
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, [...]
Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double. If you’re the parent of a special needs child, it’s vital to ensure your child will continue to be provided for after you’re gone. It can be [...]
The 2015 Obergefell v. Hodges Supreme Court decision streamlined tax and estate strategizing for married LGBTQ+ couples. If you are filing a joint tax return for this year or are considering updating your estate strategy, here are some important things to remember. Keep in mind, this article is for informational purposes only and is not a replacement [...]
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. [...]
We can probably all agree that 2020 was a unique investment year, with the pandemic ravaging the economy, reducing travel and even removing the normal commute to the office—and at the same time delivering above-average 15.76% returns on the S&P 500 index. But not every company sailed through the pandemic unscathed. Consider New Residential Investment, [...]
Space is the final frontier. Our military now has a space force. We are about to get a full report from the government on what it knows about UFOs. Space is in the news, from space tourism to the long-shot prediction by Elon Musk that humans will soon colonize Mars. But is space a growth [...]