Major Index Returns – QTD & YTD 2023 Markets have been mixed early on in Q2. U.S. Small Cap and Mid Cap stocks (S&P 600 and S&P 400) as well as Emerging Markets stocks have been the biggest laggards thus far, while U.S. Large Cap and International...
A Guide to Tax-Advantaged Education Savings 529 Day is a day dedicated to raising awareness about the benefits of 529 plans and encouraging families to start saving for their children’s education- it’s never too soon to start saving! To help you get...
Top 5 Tips for Your Most Organized Tax Year Yet So, you filed your 2022 taxes, now what? Breathing a sigh of relief is usually a great first step. Did you spend hours hunting down your tax documents, filling out your tax organizer, and hoping you didn’t forget any...
This month’s commentary features Kevan’s analysis of the latest market trends over the past quarter. We understand that market volatility can be nerve-wracking for investors. However, we also know that history has shown that staying the course and...
In light of recent events, we wanted to focus this month’s commentary on information and perspectives related to concerns with the US banking space, which began with the failures of Silicon Valley Bank (SIVB) and Signature Bank. With the addition of recent struggles...
Recently, Daly Andersson was recognized and celebrated by The Lisa Rector Team, a team who understands the importance of women in the workforce, especially working mothers. As we celebrate Women’s History Month, it’s important to remember the incredible...
Learn more about the SECURE Act 2.0 and the ever-changing landscape for retirement accounts. At the tail-end of 2022, Congress passed new legislation called SECURE 2.0, which includes several important changes affecting current and future retirees. We have highlighted...
All major stock and bond indexes positive thus far, driven by optimism of falling inflation and a slowdown of future Federal Reserve Rate hikes. The economy has also shown resilience with stronger jobs data and continued consumer (and corporate) resiliency. In a...
Coming to a Bank Account Near You – Social Security’s Largest Increase Since 1981 Higher Social Security payments are hitting bank accounts everywhere, as the Social Security Administration granted an 8.7% raise for beneficiaries. The increase, the highest seen since...
Inflation – Finally Fading? Inflation has been much stickier than anyone anticipated, but we have seen signs of a downward trend forming. Will this continue? With supply chains normalizing, the biggest question mark is when the falling real estate prices and...
Review and update your “personal balance sheet”. Reviewing your total net worth is helpful to understand progress throughout the year. How did balances change in investment accounts, retirement accounts, and liabilities? Did you see progress that supports...
Volatility Persists Yet Q4 Returns Have Remained Positive While we have seen more volatility in December, major indices are still up significantly since the start of Q4. Even with many prominent CEOs and investors predicting a recession in 2023, investors have become...
Kevan shares his perspectives on the importance of dividends and the ex-dividend date for investors in stocks and mutual funds. Understanding the ex-dividend date: What it is and how it works The ex-dividend date is the deadline for investors to receive the next...
All eyes continue to be on the Federal Reserve at year-end and even recent positive news hasn’t been enough to sway them from their conviction in taming inflation. The Fed’s hawkish stance at its latest meeting on Wednesday ruffled investors’ feathers. U.S. and...
With the holiday season underway and year-end right around the corner, thinking about taxes may seem like the furthest topic from our minds. Let’s face it, Santa Claus and holiday shopping get most of the limelight right now. While tax season technically doesn’t...
In this video, Kevan Melchiorre, CFP® covers what Tax Loss Harvesting is and how this strategy can prove to be...
How should investors deal with the current market volatility? “This is where things get challenging for all of us, because we are human. We have emotions when it comes to our own money. But what we’ve seen historically is that when we react [to market...
Inflation, Inflation, Inflation – When will it end? If you’re like us, then you are pretty tired of hearing about (and dealing with) the high inflation that we have been experiencing. It truly has been “sticky” and relentless, like a gnat at a...
Daly shares her thoughts on the market volatility and how investors can keep their calm. By Harlan Vaughn The Stock Market’s Worst Year in More Than a Decade Keeps Getting Worse. What Investors Should Do The U.S. stock market closed the week, month, and quarter...