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Friday, December 2, 2022

What is the Form 709The Form 709: United States Gift (and Generation-Skipping Transfer) Tax Return allows you to report the transfer of assets that may be subject to federal gift tax and other specific generation-skipping transfer...

Wednesday, November 30, 2022

The Internal Revenue Service has released new limits for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached near-record levels.Individual Retirement...

Monday, November 28, 2022

Growing optimism that the Fed may be ready to ease future interest rate hikes sent stocks higher in a quiet trading week.The Dow Jones Industrial Average gained 1.78%, while the Standard & Poor’s 500 added 1.53%. The Nasdaq...

Thursday, November 17, 2022

To determine whether a living will would be beneficial for you and your loved ones, it’s first important to discuss what a living will is.What is a living will?As a standard will can help your loved ones carry out your wishes, a...

Monday, November 14, 2022

A cooling inflation number ignited a powerful rally on Thursday, sending stocks to strong gains for the week.The Dow Jones Industrial Average gained 4.15%, while the Standard & Poor’s 500 added 5.90%. The Nasdaq Composite index...

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Friday, November 11, 2022

Thank you to all who dedicated themselves to serve our country. May we always remember and be grateful!

Thursday, November 10, 2022

Plan for Your FutureYou may have considered all the fun things you will do in retirement – travel, take up a new hobby or spend more time with your family – but well before your official retirement, it’s a good idea...

Wednesday, October 26, 2022

As a new parent, you have so much to think about in addition to having experiences you haven’t had before. It can be very overwhelming. You may have considered the cost of having a child and the increase in your regular expenses...

Wednesday, October 19, 2022

Now that you are on your way into retirement and your days of working full time are gone, you may have more time on your hands. To make the most of your time in retirement, we’ve come up with a few ideas to help you get started....

Monday, October 17, 2022

Stocks were mixed last week amid wide intra- and inter-day price swings, as technology shares bore the brunt of the downdraft.The Dow Jones Industrial Average gained 1.15% for the week. Meanwhile, the Standard & Poor’s 500...

Wednesday, October 12, 2022

If you have little experience with investing in stocks, bonds, or even real estate, it can be nerve-racking. You might feel like the slightest change in the stock market could have a negative impact on your investments and portfolio....

Monday, October 10, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Monday, October 3, 2022

Rising recession fears and uncertainty in the bond and currency markets sent stocks to new 2022 lows last week.The Dow Jones Industrial Average declined 2.92%, while the Standard & Poor’s 500 slumped 2.91%. The Nasdaq Composite...

Monday, September 26, 2022

Last week, Fed Chair Powell said the U.S. would not tame inflation without economic pain. This week heightened recession fears and sent stocks broadly lower.The Dow Jones Industrial Average dropped 4.00%, while the Standard &...

Friday, September 23, 2022

It’s time for your life insurance checkup.September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.1If you don’t have any life insurance, you’re not alone. Life...

Wednesday, September 21, 2022

When deciding what types of retirement accounts you may need, it’s important to understand how your various options compare to each other. A few options you may have are 403(b) plans and Roth IRAs. It’s good to know...

Monday, September 19, 2022

A hotter-than-expected inflation report sent stocks sharply lower last week as investors faced the prospect of more aggressive interest rate hikes by the Federal Reserve for perhaps a longer period.The Dow Jones Industrial Average fell...

Monday, September 12, 2022

In a holiday-shortened week of trading, stocks posted healthy gains despite more tough talk on monetary policy from Fed officials.The Dow Jones Industrial Average rose 2.66%, while the Standard & Poor’s 500 gained 3.65%. The...

Friday, September 2, 2022

For many, Labor Day is seen as the end of summer, but it’s an annual national tribute to the contributions that workers have made to the strength, success, and security of our country. Here are some interesting facts about this...

Monday, August 29, 2022

A comprehensive sell-off on Friday following comments by Fed Chair Jerome Powell drove stocks to losses for the week.The Dow Jones Industrial Average tumbled 4.22%, while the Standard & Poor's 500 dropped 4.04%. The Nasdaq Composite...

Monday, August 22, 2022

Stocks tumbled on Friday, sending stocks to a weekly loss after an otherwise quiet August week of trading.The Dow Jones Industrial Average slipped -0.16%, while the Standard & Poor’s 500 lost 1.21%. The Nasdaq Composite index...

Thursday, August 18, 2022

Diversify Your Financial PortfoliosYou’ve likely heard the phrase: “Don’t Put All Your Eggs in One Basket.” But what does that phrase mean for your finances? When applying this phrase to your finances, the true...

Monday, August 15, 2022

An improving inflation outlook buoyed investors’ spirits last week, helping lift stocks to solid gains.The Dow Jones Industrial Average advanced 2.92%, while the Standard & Poor’s 500 rose 3.26%. The Nasdaq Composite index...

Monday, August 1, 2022

Undaunted by another Fed rate hike and news of a contracting economy, the stock market rallied last week on better-than-expected corporate earnings.The Dow Jones Industrial Average increased 2.97%, while the Standard & Poor’s 500...

Friday, July 29, 2022

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...

Wednesday, July 27, 2022

How Compound Interest Can Help You SaveCompound interest is a powerful tool that can help you save money through savings and investment accounts. It works by adding together small amounts of interest and compounding it to help your...

Friday, July 22, 2022

As you are building your wealth and saving for retirement, a Roth IRA could be a tax-advantaged solution for you to invest your money and boost your retirement savings.Money that goes into a Roth IRA is after-tax dollars. Because...

Wednesday, July 20, 2022

Could An Annuity Be The Right Option For You?If you’re retiring soon and own an annuity, you may be considering converting your retirement investment into a series of periodic payments. Or you may consider finding out more about...

Thursday, July 14, 2022

Find The Solution That Works For YouYou may have college debt, a mortgage and possibly a few credit cards dragging you down. If you're in need of a way to manage this debt, consider debt consolidation. Consolidating your debt can help...

Monday, July 11, 2022

In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...

Tuesday, July 5, 2022

Quarterly RecapMarket IndicesAt-A-GlanceThe S&P 500 ended the quarter 20.48% below its January 3, 2022 peak and all-time high.The Nasdaq Composite fell 8.65% in June, extending its 2Q loss to 22.28% for its worst quarter since 2008....

Monday, June 27, 2022

Prospects of cooling inflation powered a rally in stock prices last week despite growing recession concerns.The Dow Jones Industrial Average gained 5.39%, while the Standard & Poor’s 500 climbed 6.45%. The Nasdaq Composite index...

Friday, June 17, 2022

Thursday, June 16, 2022

When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...

Tuesday, June 14, 2022

As you might have heard, people are talking about a big bump in Social Security benefits next year.The Senior Citizens League says payments could rise by as much as 8.6 percent in 2023, compared to an increase of 5.9 percent in 2022....

Tuesday, June 7, 2022

In a holiday-shortened week of volatile trading, stocks surrendered some of the previous week’s strong gains.The Dow Jones Industrial Average fell 0.94%, while the Standard & Poor’s 500 declined 1.20%. The Nasdaq...

Thursday, June 2, 2022

In their latest commentary, the Cetera Investment Management Team discusses the recent bout of inflation with the 1970s. When you think of the 1970s, you’re likely to think of bell bottom jeans and disco music. While some of...

Tuesday, May 24, 2022

Friday, May 20, 2022

Thursday, May 12, 2022

Monday, May 9, 2022

Friday, May 6, 2022

Monday, May 2, 2022

Thursday, April 21, 2022

Monday, April 18, 2022