Financial Advisor

November 14, 2024The producer price index (PPI) is an essential government economic report published by the Bureau of Labor Statistics (BLS). It tracks changes in the prices sellers receive for thousands of goods and services across various industries. The primary purpose of the PPI is to provide investors, businesses, policymakers and academics with insights into the trajectory… read more…

May 27, 2023Divorce is an uncomfortable subject for most people – after all, no one likes to imagine there is any chance that their marriage will end up not lasting forever. The end of a marriage, though, doesn’t need to mean the… read more…

September 5, 2023President Joe Biden’s capital gains tax plan could compel high-income investors to move money into tax-efficient investments. These include exchange-traded funds (ETFs) and other structured investments that trigger fewer capital gains, as well as setting up Roth conversions (commonly known as backdoor Roth IRAs). Financial experts say that investors are looking for greater flexibility to sell assets and… read more…

May 7, 2023The U.S. central bank, known as the Federal Reserve, has a dual mandate of managing inflation and promoting full employment. When Fed officials are said to be “dovish,” it means they are more interested in promoting job creation than in… read more…

August 23, 2023A see-through trust is a legal arrangement that enables a person to pass retirement assets from an individual retirement account to beneficiaries after his or her death. A properly-constructed trust protects assets from creditors and can parcel out money to… read more…

May 7, 2023U.S. interest rates are controlled by the nation’s central bank, the Federal Reserve. The bank has Congressionally mandated tasks to pursue a monetary policy that encourages employment, keeps prices relatively stable and moderates long-term interest rates. Keeping interest rates low… read more…

October 26, 2024Net worth is one way to measure your financial health and stability, in relation to how much debt you have versus what you’ve accumulated in assets. Similar to credit scores, the higher your net worth number is the better, especially… read more…

August 17, 2023Everyone has a different idea of what wealth is. You could ask 20-somethings what they think wealth is, and they might describe extravagant houses or a private jet. Someone older might mention lucrative investments. Everyone seems to have a different… read more…

January 23, 2025Inflation occurs when prices for goods and services increase, while deflation happens when prices decrease. Sustained periods of sizable inflation or deflation can have significant effects on the economy and on the behavior of investors, businesses and consumers. Government policymakers… read more…

May 6, 2021Asian American households saw the greatest increase in income over the past decade out of any other racial group in the U.S. From 2010 to 2019, the median household income across all households grew by 31.3%, from $50,046 to $65,712. Meanwhile, the median Asian American household income increased by almost 40%, from roughly $67,000 to more than… read more…

May 30, 2023Cryptocurrency such as Bitcoin relies on the use of both public and private keys, the first of which allows the receipt of cryptocurrency transactions and the second of which allows the owner to prove and unlock the cryptocurrency received through… read more…

May 7, 2023If you’re an investor who is otherwise familiar with trading strategies involving futures and options, you may have wondered whether futures trading applies to cryptocurrency too. The good news is that Bitcoin futures contracts are indeed available for investors, allowing… read more…

December 28, 2022There are lots of facets of your money management that you can take care of personally, using your own research and skill and with the help of comprehensive online tools and calculators. Hiring a financial advisor, however, can help take… read more…

April 29, 2021The traditional retirement age of 65 is not a universal benchmark, especially for many older workers who are staying in the workforce beyond this age. The Social Security Administration has set the full retirement age for workers born in 1960 or later at 67. Furthermore, the U.S. Bureau of Labor Statistics projects that 33.2% of workers… read more…

August 9, 2025Financial advisors offer varying fee structures with different types of compensation. In general, there are three primary ways advisors make money. They include client fees (usually charged either on an hourly basis or as a percentage of client assets under management), commissions for certain financial transactions and salaries earned by on-staff advisors. Fee-only advisors typically… read more…

April 29, 2021College graduation is a significant milestone in a young person’s financial life. At this juncture, millions of young adults a year in the U.S. are entering the workforce, living in their own apartments for the first time and managing their money while trying to enjoy themselves with folks their own age. Of course, with student… read more…

May 17, 2021President Joe Biden officially unveiled the American Families Plan before a joint-session of Congress on April 28. This is the second part of his Build Back Better initiative, which aims to boost the U.S. economy by investing trillions of dollars in infrastructure, jobs, education, healthcare and other programs for millions of Americans. The American Families Plan would… read more…

May 14, 2025Divorce is not a particularly happy subject, but it’s something that many people will have to deal with at some point. The end of a marriage, though, needn’t mean the end of financial security for anyone. If you review the… read more…

November 8, 2024Demand-pull inflation occurs when the demand for goods and services outpaces their supply, leading to a general increase in prices. This type of inflation typically happens during periods of strong economic growth, where consumers and businesses have more disposable income to spend. As more money chases a limited amount of goods, prices naturally begin to… read more…

February 9, 2023There are different types of inflation that could affect your long-term savings and investments. One such type is called cost-push inflation, which happens when prices go up because production costs, like the price of labor, get more expensive. These changes… read more…

April 12, 2021Divorce is, unfortunately, the end result for many marriages. However, a marriage ending doesn’t need to mean the end of financial security for those involved. If you know the laws in your state and follow them to a tee, you can actually plan your divorce so that you won’t have to rebuild your finances in… read more…

May 7, 2023Divorce is an unfortunate reality of life, as many marriages simply don’t stand the test of time. Financial issues following a divorce doesn’t have to be the reality, though. To avoid money problems, be sure to get familiar with the… read more…

March 13, 2023As part of the CARES Act, which was passed in 2020, there is a provision temporarily amending the rules for taking early distributions from retirement savings plans, including 401(k) plans and individual retirement accounts (IRAs). Essentially, if you needed cash,… read more…

February 27, 2025Tradier is an end-to-end, FINRA-registered trading platform that has been around since 2012. However, its services have advanced considerably since the company’s inception. This platform uses APIs to offer investor services from multiple platforms, ranging from stocks to bonds and options. Tradier… read more…

May 27, 2023Divorce is a tough time, but it’s unfortunately a reality for many people. While divorce can have a lot of negative impacts on people, one of doesn’t need to be on your finances. If you know the laws of your… read more…