by lportee53 | Mar 3, 2025 | Market Commentary
Week in Review… Most market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -0.98% The Dow Jones Industrial...
by lportee53 | Feb 24, 2025 | Market Commentary
Week in Review… Major market indices closed the week lower as new U.S. data sparked concern among investors over a slowing economy and sticky inflation, leading them in search of safer assets. The S&P 500 declined by -1.66% The Dow Jones Industrial...
by lportee53 | Feb 19, 2025 | Resources
9 Facts About Social Security Here are six flags that may make your tax return prime for an IRS audit.1 No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on...
by lportee53 | Feb 17, 2025 | Market Commentary
Week in Review… Major market indices closed the week on a positive note, driven by robust data on the economic front, as the economy remains resilient despite trade and policy uncertainty. The S&P 500 rose +1.47%. The Dow Jones Industrial Average...
by lportee53 | Feb 10, 2025 | Market Commentary
Market Commentary | February 10th, 2025 Week in Review… Major market indices ended the week lower due to mixed economic data. For the week ending February 7, 2025: The S&P 500 closed down -0.24%. The Dow Jones Industrial Average was lower, down -0.54% The...
by lportee53 | Feb 5, 2025 | Resources
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...
