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How Should I Invest My 401(k)?

How Should I Invest My 401(k)?

by Amanda Shaffer | Aug 11, 2023 | Featured Posts, From the Trade Desk, Uncategorized

Key Takeaways: Your 401(k) or other company retirement plan should be invested based on your unique circumstances like your time horizon and risk profile – not what your friends or co-workers are invested in. Consider investing in a target date fund because it is like...
Your Ultimate Guide to FedNow and the Digital Dollar

Your Ultimate Guide to FedNow and the Digital Dollar

by Amanda Shaffer | Jul 6, 2023 | Featured Posts, From the Trade Desk

Key Takeaways: FedNow is kicking off in July 2023 and will allow cash transfers to settle 24/7 between bank accounts at different institutions, bringing the U.S. up to speed with similar payment systems used in other countries like the UK, Germany, France, and...
2023 Outlook for the Fed Funds Rate and What It Means for Investors

2023 Outlook for the Fed Funds Rate and What It Means for Investors

by Amanda Shaffer | Mar 28, 2023 | Featured Posts, From the Trade Desk

Key Takeaways: The recent banking crisis shifted market expectations for the peak Fed funds rate down by 0.75% to around 5.00% since the beginning of March 2023. Long-term yields have started to drop as markets price in a higher likelihood of a recession, which should...
Relocating from New Jersey to Florida in 7 Steps

Relocating from New Jersey to Florida in 7 Steps

by Amanda Shaffer | Mar 27, 2023 | Featured Posts, Financial Planning, Homebuying

Florida is well known for its nickname, the Sunshine State. It earns the nickname with its warm temperatures, glorious beaches, and proximity to the ocean. It’s considered a top vacation destination. But it doesn’t have to be just for vacation. With more jobs now...
What to Expect When Relocating from Chicago to Florida

What to Expect When Relocating from Chicago to Florida

by Amanda Shaffer | Mar 20, 2023 | Featured Posts, Financial Planning, Homebuying

There’s a reason that Florida is a popular destination for holidays. It’s sunny and warm (it’s called the Sunshine State for a reason!) and is home to theme parks and gorgeous beaches. It’s also a popular location for people thinking of relocating from Chicago for a...
March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

March 2023 Market Update: Bank Failures, Diversification, and Are You at Risk?

by Amanda Shaffer | Mar 16, 2023 | Company News, Featured Posts, From the Trade Desk, Industry News, Market Commentary, Market Updates

Read through our market commentary here, or skip to Jason’s March 2023 Market Update video below. The History that Led to Bank Failures in 2023 To properly understand the recent events in the banking sector, specifically the failure of Silicon Valley Bank (SVB),...
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