Helping our clients navigate
their financial journey
towards their financial goals
Helping our clients navigate
their financial journey
towards their financial goals
U.S. home values held steady in 2023, even as mortgage rates rose to the highest levels in a generation. What could the current state of the housing market mean for the broader U.S. economy?
This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.
In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.
Stock market downturns can be rough on a portfolio’s bottom line, but selling losing investments may offer the potential to reduce an investor’s tax liability.
Compare the potential future value of tax-deferred investments to that of taxable investments.
This calculator can help you determine how soon you can pay off your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.