by | | Featured Posts, From the Trade Desk
Read through the blog here, or skip to Jason’s July 2024 Market Update video below. The economy has appeared to defy the odds lately in response to elevated inflation and the Federal Reserve’s tightening of markets. At times, the Fed will try to slow the economy to...
by | | Featured Posts, Retirement Investing, Retirement Planning
Read through the blog here, or skip to our Retirement Planning: Are You Ready To Retire? video below. How do you know when you are ready to retire? While it can be different for each person, everyone has to take into account both how much you’ll be spending to...
by | | Featured Posts, Financial Planning
With the recent announcement of one of the most popular budgeting apps, Mint, closing and redirecting users to Credit Karma in March 2024, many are wondering which app to use instead. The short answer is that it depends on your specific needs and what you are looking...
by | | From the Trade Desk, Market Commentary
Read through the blog here, or skip to Jason’s January 2024 Market Update video below. Markets generally left 2023 better than they found it with the S&P 500 gaining 24% along with 17% and 16% for small-cap and international stocks respectively, followed by...
