Millennials have been receiving some hot press recently. Let’s take a look and see what they’re up to. In a recent blog we discussed how despite the pandemic, millennials have doubled their assets over the past four years, topping $10 trillion in assets. As we continued to monitor how America’s young adults are setting themselves…
Staying on top of your finances and tracking your expenses can seem like a daunting task. When your life continues to get busier, it’s often easier to push aside your finances. However, due to the great technological advances in society, you now have access to simpler and immediate tools that will help you manage your…
Getting swept up in the crypto-currency craze? Thought so. Since the coronavirus pandemic took its toll on the world in March, bitcoin has rocketed towards the sky. Hovering at approximately $5,000 in March, bitcoin broke its record high at $50,000 this week as you can see in the chart below. With the increase of interest…
Tax filing season officially begins February 12th, so make sure to get your documents and files in order! We know tax season can be daunting; however, submitting your tax return to the IRS as soon as you are able may be extra crucial this year. That’s because the coronavirus pandemic has led to changes in…
COVID-19 has impacted our lives in so many ways. Work, relationships and finances have been taken for a whirlwind by widespread job loss and stay-at-home orders. Due to the global pandemic, relationships have shifted: Couples and singles alike are focusing increasingly on financial stability and transparency. In a recent Personal Capital survey conducted by The…
Are you stressed about your federal student loan bill? Well, you’re in luck. The government has allowed another federal student loan extension through Sept. 30 The original pause for federal student loan payments had originally been set to end Jan. 31 for more than 42 million borrowers. This extension means that interest rates for student…
In our previous blog, we discussed the recent short squeeze events that occurred on Wall Street. In addition to the short stock names, the last thirteen months in the stock market have been a rollercoaster, with the coronavirus pandemic, the federal reserve, post inauguration record market highs, an influx in “TikTok” day traders, and a…
As many of you probably already know, Wall Street was been flipped upside down this week. For those who don’t, what happened? Well, this past week, we saw the most heavily shorted names on Wall Street sky rocket to start the year. Most notably, we saw monster moves in short squeeze stocks like GameStop, AMC,…
Despite the coronavirus pandemic, 2020 was another fantastic and charitable year for donor-advised funds (DAFs). When the markets initially plunged and fundraisers were no longer allowed to happen in person, DAF donors stepped up to support both their favorite charities and others that addressed critical needs. When markets bounced back, donors continued to give, and…
The IRS has tons of rules and forms when it comes to your tax return. And a ton of those rules affect investing for retirement, so we rounded them up in one place. Below are some of the many limits that affect your retirement savings for the 2021 tax year. Click here for this downloadable…