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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...
Tax Planning Can Offer Greater Rewards Than a Tax Refund

Tax Planning Can Offer Greater Rewards Than a Tax Refund

by Amanda Shaffer | Mar 9, 2023 | Tax Planning

Many look forward to getting a tax refund every year. It can feel great to have a sudden influx of cash from the government that you can use to pay off some debt, save toward a goal, invest, or even just buy something fun for yourself. However, if you’re getting a...
Fundamentals of Investing: Cash, Cash Equivalents, & Alternatives

Fundamentals of Investing: Cash, Cash Equivalents, & Alternatives

by Amanda Shaffer | Jan 9, 2023 | AllGen Academy, Formation, Fundamentals of Investing

Read through this post on cash, cash equivalents, & alternatives or skip to the AllGen Academy cash equivalents video below. A third major asset class is Cash and Cash Equivalents, which consists of: Checking and savings accounts Money markets Bank reserves Super...
Fundamentals of Investing: Time Value of Money

Fundamentals of Investing: Time Value of Money

by Amanda Shaffer | Dec 13, 2022 | Allgen, AllGen Academy, Fundamentals of Investing, Uncategorized

Read through this post on compound interest or skip to the AllGen Academy time value of money video below. Don’t forget to download our time value of money calculator to help you determine how much you need to save to be financially free. Perhaps the single most...

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