What’s Up with the Housing Market?
By Kyle PlotkinInvestment Advisor [email protected] It’s been strange times in the housing market recently, and some of the numbers help to explain why. Mortgage rates remain high, affordability is stretched, […]
financial planning for seniors
Rob’s Grandparent’s Guide to Saving for Kids & Grandkids
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] With the 4th of July behind us, we are officially in the thick of summer. The triple-digit temperatures over the
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Word Of Mouth Is King
By Nicholas HamnerInvestment Advisor [email protected] A few months ago, a lady in our neighborhood posted on Facebook saying she had made too much bread and asked if anyone would be
Rob Explains: Retirement Taxes Don’t Stop at the Federal Level
By Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] I grew up in Pennsylvania and love the change of seasons, but I am getting very anxious for the summer
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Kyle Talks Annuities and the Great Rates Today
by Kyle S. PlotkinInvestment Advisor [email protected] Despite pressure from some corners of Washington, Federal Reserve Chairman Jerome Powell announced this week that interest rates will remain unchanged—at least until September.
Rob Talks About Dying With Zero
by Robert E. Quittner, Jr. CFP® & CMFC™Investment Advisor [email protected] We have lived by “Rules of Thumb” our whole lives. I remember my parents saying to me at a young
How Much Money Do I Need To Retire?
by Nicholas HamnerInvestment Advisor Representative & Director of [email protected] It was 13 years ago (or 13 years, 2 months, and 3 days if we’re being precise) that my daughter came
Market Trends & Patterns
by Kyle PlotkinInvestment Advisor [email protected] In last week’s newsletter, Peter covered the recent stock market volatility and the headlines fueling this roller coaster ride. I’d like to follow up by diving