News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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Investing
Variables Impacting Homebuyers This Year
As we look ahead in 2024, it’s crucial for potential homebuyers to anticipate the direction of mortgage interest rates. While you can’t control interest rates, you can certainly prepare for them. Take a closer look at the factors that could influence mortgage rates during the summer and beyond.
May 29, 2024
Saving
A ‘How-To’ Guide for Building a Vacation Fund
Are you planning a vacation or a getaway? (Beach, please!) Remember to budget for it. Here are some practical tips to help you build your vacation fund effectively. Because financial freedom makes vacations that much sweeter.
May 28, 2024
Education
A 6-Step Financial Action Plan for Divorcees
Coping with the emotional toll of a divorce is just the beginning. There’s also the challenging task of sorting out finances and assets. Here is a guide for divorcees seeking a fresh start for their finances.
May 25, 2024
Dallas
What’s the Best Way to Pick a Financial Advisor Near Frisco?
Seeking financial advice in Frisco? Whether you’re a seasoned investor or just starting out, choosing a trusted financial advisor is crucial for achieving long-term goals. Here are key considerations to help you decide.
May 18, 2024
Investing
Stocks And Elections
Investors are anxious about the election regardless of their political views. We analyzed all Presidential elections since 1952 to see what we could learn. *Spoiler alert: The data says remain calm and carry on.
May 13, 2024
Estate Planning
Set The Record with A Revocable Living Trust
It is crucial to ensure that your wishes are recorded in the correct manner. By examining the estate planning challenges faced by celebrities, we can gain powerful insights into the significance of proactive preparation and the indisputable advantages of using trusts to prevent family disputes.
May 10, 2024
