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Stay informed about your financial health

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Investing in an Election Year

Investing in an Election Year

The world's events always affect the markets, and making smart investment choices requires you to look at what's happening around the world. But what about during an election year? How should you invest while the country is deciding which...

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Market Update

Market Update

Daily Insights Stocks open slightly lower as earnings season begins. Once launched by Alcoa, the unofficial start to earnings season now begins with several financial firms reporting. The S&P 500 Index opened slightly weaker Tuesday morning...

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End of Year Planning: Set Goals and Reduce Taxes

End of Year Planning: Set Goals and Reduce Taxes

By the last third of the calendar year, you're likely to have a pretty good idea of what your annual income will be and whether any major expenses or big life changes await you. This can allow you to engage in more robust tax planning, creating...

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Jerrí Hewett Miller CFP®, RICP, BFA

 

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