Blog
November 2023: Your Money Matters
This month’s Your Money Matters newsletter contains helpful information about how capital gains are taxed, important considerations regarding your life insurance needs, a look at how asset classes perform, and an overview of...
Read MoreThe Impact of Artificial Intelligence on Finance
We strive to keep you regularly updated with important information and news. Please find the current monthly whitepaper from Phil Blancato, Osaic’s Chief Market Strategist, attached below. This paper provides research, analysis,...
Read More7/7 Market View Weekly
We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...
Read MoreBond Market Dynamics
We strive to keep you regularly updated with important market changes and news.Please find the Bond Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...
Read More4/28 Market View Weekly
We strive to keep you regularly updated with important market changes and news.Please find this week’s Market View Weekly from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This commentary provides...
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Should You Use Your Retirement to Pay for College?
Educational attainment is a bedrock of the American Dream. We all want our kids to do better than us, and we’ll do anything to help them achieve that! There are dreams, and then there’s reality: college costs have exploded...
Read MoreIs Your Retirement Account as Large as it Could Be?
When you change jobs, it’s critical to remember to create a plan for past employee sponsored retirement accounts. While you have the choice to simply leave it, you also have the option to consolidate past plans which brings all...
Read MoreCheck Your IRA Beneficiaries
When you list the people who will benefit from your lifetime of hard work (your beneficiaries), is that group of names the same this year as last? Life can change in the blink of an eye, and it’s important that you have a record...
Read MoreThe Energy Conundrum: An Informative White Paper
The energy topic has been central to many conversations during ongoing market volatility this year, and for a good reason. Oil and natural gas prices have fluctuated widely in recent years. Additionally, nearly every aspect of the...
Read MoreWhat is a Backdoor Roth IRA Conversion?
Like it or not, taxes are a way of life. They fund great things like roads, libraries and parks, but nobody wants to pay more than they absolutely have to. We often get questions like, “How can I balance my tax obligations with...
Read MoreJuly Markets End on a High Note
July was yet another month of roller coaster ups and downs, marked by continued consumer concerns about supply chain issues and higher costs for goods and services. The weather wreaked havoc in many parts of the country, as torrential...
Read MoreMay's Bumpy Ride Was Tiresome for All
Welcome to June!What a relief to have May in the rearview mirror after a volatile month (in both the markets and the headlines). Surprisingly, despite weeks of negative performance, the major stock indexes actually finished flat,...
Read More3 Ways to Pay Off Student Loan Debt
For some households, student loan debt is their biggest monthly expense (after their mortgage). Chances are, these are people who borrowed $100,000 or more to earn an advanced degree, usually in law or medicine. If you or someone you...
Read MoreThe American Jobs Act – 3 Potential Changes We’re Watching
Recently, there’s been a lot of noise about the Biden Administration’s American Jobs Plan, commonly referred to as the ‘infrastructure bill.’ We’ve heard a lot about infrastructure over the few years, and...
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