Useful Links
I’ve provided you with a list of helpful links to help you find information that interests you. If there are other links you believe would be useful, email us to let me know.
Financial Calculators
Stock Information
Market Information
Markets ended November on a five-day winning streak
Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed's final meeting of the year on December 9–10.
How Income Taxes Work
Taxpayers and businesses spend an estimated 7.9 billion hours a year complying with tax-filing requirements, which is worth $413 billion in economic value just to comply with tax regulations.
Global vs. International: What’s the Difference?
As of 2023, international stock markets accounted for approximately 40 percent of the world's capitalization, offering a broad range of investment opportunities outside the U.S. borders.
Understanding Your Estate: Critical Elements of an Estate Planning Strategy
Establishing an estate planning strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.
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