Higher Home Prices Create Affordability Challenges For Buyers
Home prices rose at the fastest pace since 2005, rising 12.6% nationwide over the past year. All 50 states saw a rise in home prices with Idaho, Utah, Arizona, New Hampshire and Connecticut experiencing the [...]
529s Look Attractive As Estate Taxes Come Into The Spotlight
Any parent or grandparent can make gifts of up to $15,000 per year per individual person (child) and to as many individuals as they wish. Section 529 plans allow gifts to be made five years [...]
Bitcoin Update & Overview
Bitcoin has fallen nearly 50% from its euphoric high of $63,729 reached in April 2021. What took the equity markets decades to establish, the cryptocurrencies market is trying to build in mere months. Bitcoins emerged in [...]
Tax Rule Changes To Be Aware Of When Filing – Tax Planning
This tax season is the first year where all of the changes and provisions passed under the Tax Cuts & Jobs Act are affecting both individual taxpayers and companies with broad changes for deductions and [...]
Personal Savings Rate Indicates Consumer Sentiment – Consumer Behavior
Federal Reserve data show that the average consumer checking account balance, a measure of consumer personal savings, has increased in 23 of the past 30 quarters. Recent data from December 2017 through March 2018, illustrates [...]
Market Volatility
Volatility is an inherent part of the market that occurs when the markets undergo the digestion of new data and or occurrence that alters basic fundamentals and expectations of economic growth and company earnings. Volatility [...]
S&P Adding New Sector To S&P 500
The S&P 500 index is adding a new sector to its mix. REITs will become part of the S&P 500 compilation on September 16th, making it the 11th sector. The growth and capital representation of [...]
What Britain Leaving The EU Means
The EU (European Union) was established following the end of WW II in order to offer financial and structural stability for European countries. Since its establishment, the EU has grown to a membership of 28 [...]
Greece Will Be An Issue Again
Greece will soon be in the spotlight again, garnering front row media attention with doom and gloom stories bombarding investors worldwide. Greece will need to make four big debt payments in June……299 million euros to [...]