by lportee53 | Feb 5, 2025 | Financial Planning
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for...
by lportee53 | Feb 3, 2025 | Weekly Insight
Weekly Market Insights | February 3rd, 2025 Black Swan Casts Shadow Over Wall Street Stocks were mixed last week as investors parsed market-moving news nearly every trading day—from an unsettling AI update to White House news to Q4 corporate reports. The Standard...
by lportee53 | Jan 28, 2025 | Weekly Insight
Weekly Market Insights | January 27th, 2025 Shifted Policy Gears Rev Markets Stocks rallied last week as investors reacted positively to a handful of better-than-expected corporate earnings reports and developments out of Washington, D.C. The Standard & Poor’s 500...
by lportee53 | Jan 21, 2025 | Weekly Insight
Weekly Market Insights | January 21st, 2025 Goldilocks Returns; Market Ends Week “Just Right.” Stocks roared back last week, fueled by upbeat Q4 corporate reports and economic news that stalled inflationary fears. The Standard & Poor’s 500 Index rose...
by lportee53 | Jan 13, 2025 | Weekly Insight
Weekly Market Insights | January 13th, 2025 Investors Read Inflation Risk in Job Numbers Stocks fell for the second consecutive week as a round of fresh economic data stoked inflationary fears among investors. The Standard & Poor’s 500 Index declined 1.94 percent,...
