Welcome to 2024!

Welcome to 2024!

Happy New Year and welcome to 2024! We hope that you and your family had an enjoyable holiday season. We are excited to see what the new year will bring us. Overall, 2023 was a good year for investors. Interest rates continued to rise, but at a much slower and less...

The Federal Reserve and Interest Rates

The Federal Reserve and Interest Rates The Federal Reserve left interest rates unchanged at their meeting on November 1st.  They continued to state that they are closely tracking inflation and the health of the economy to determine their future decisions. ...

Can Money Determine Your Happiness?

Can Money Determine Your Happiness In 1964, Paul McCartney and John Lennon of the Beatles co-wrote the hit song “Money Can’t Buy Me Love” but, could it bring you happiness? In 2010, Princeton University conducted a study which found that day-to-day happiness rose as...
Welcome to 2024!

Traditional and ROTH IRAs

Everyone saving for retirement knows being proactive is very important. The concept of not preparing and relying on a government-sponsored retirement is a risky and unreliable practice. Having healthy retirement savings can help you live comfortably in your golden...
Global vs. International: What’s the Difference?

Global vs. International: What’s the Difference?

With international stock markets comprising about 41.6 percent of the world’s capitalization as of 2022, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking to diversify their mutual fund portfolio with...