Everyday the news media questions the health of the U.S. economy and then connects that data to the past, present, and future movement of the stock market. What are the factors that determine economic health of our country?... Read More
While annuities can offer valuable benefits—such as guaranteed income or principal protection—they can also come with high fees and commissions that may lead to buyer's remorse. Here's what you should know before purchasing an annuity.... Read More
As we are four months away from the Presidential election, our financial firm is starting to get questions about how the stock market will perform during an election year. Without a reliable crystal ball, the best we can do is provide historical data points and context. While this investment return information is interesting and can make for lively cocktail party conversation, it should never be used to predict your personal portfolio performance.... Read More
While numerous types of risks are associated with an investment portfolio, most investors are focused on the risk of a large stock market decline and its impact. What can be done to hedge those risks?... Read More
Many investors took advantage of the recent high inflation rates to purchase I-Bonds from the Federal Government. Now that inflation rates have decreased significantly, many bondholders are wondering what to do with their investments. ... Read More
If you are looking for a safe and tax-efficient way to save for education, here are three reasons to look at Indiana’s CollegeChoice 529 Plan. ... Read More
After years of underperformance, international stocks started strong in 2023. While historical performances never guarantee what may occur in the future, being aware of the current international investing environment in light of past outcomes provides good input for your investing decisions. Here are three reasons you should consider investing in international stocks.... Read More
Tax loss harvesting is the investing equivalent of making lemonade from lemons. However, be careful, as you could accidentally generate more taxable income if you are unaware of one important item. ... Read More
For the past decade, it has been incredibly difficult for savers to earn much on their cash savings. However, this is changing as the Federal Reserve raises interest rates to battle inflation. As a result, yields on various cash vehicles are now becoming more interesting. ... Read More
Earlier this month, the Denver Broncos sold for $4.65 billion. If this deal goes through, it would be the highest price for an American sports team. Considering the prior owner purchased the team for $78 million, there were many comments about how great an investment pro sports franchises can be. But, is that always the case? ... Read More
