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Monday, October 3, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Thursday, September 15, 2022

Believe me, everyone on Wall Street wants inflation to go away, or at least shrink back to below 2%, a level we enjoyed not so long ago.But Tuesday's Consumer Price Index report showed it might be some time before we see 2% again....

Thursday, August 25, 2022

I’m hearing a lot of mixed messages these days about the economy. Some headlines say we’re already in a recession; some say one is looming. Others hint that we’ll avoid a recession and have a soft landing. It makes...

Wednesday, July 13, 2022

The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...

Wednesday, April 20, 2022

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Wednesday, January 26, 2022

Monday, January 3, 2022

Wednesday, November 24, 2021

The holiday season is often a quiet, positive time for the financial markets. The phrase “Santa Claus Rally” was coined in the early 1970s to reflect the stock market’s upward bias during the November-January stretch...

Monday, November 1, 2021

While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.1 For now, it appears...

Monday, September 27, 2021

Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names.The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working...

Monday, September 13, 2021

The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1During August, stocks rallied as investors looked past the increased number of COVID-19...

Friday, September 10, 2021

One survey found that military personnel has higher credit card debt and fewer tangible assets than their civilian counterparts.¹ While the financial situation of military personnel and their families mirrors the general...

Tuesday, August 31, 2021

The most recent stats on corporate dividends suggest that global companies are bullish on the world’s economic recovery. Dividends paid to investors are on track to hit $1.4 trillion this year and are expected to stretch even...