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Investment Advisor vs Robo-Advisor vs Managing it Yourself
I remember when my folks would take me to a candy shop or convenience store and let me pick out a candy bar. It was the greatest. There I was in front of dozens of delicious, chocolatey treats. It...
Monthly Market Brief: August 2021
US Stocks Modest gains were posted for large-cap US equities in July while small caps and foreign stocks fell slightly. After posted huge gains through much of the first half of the year,...
Weekly Happenings of August 1st: Going Public
Robinhood’s Lackluster IPO It was a busy week across the financial markets to round out July. A clampdown by the Chinese government on several industries hit its equity market hard. Several key US...
Weekly Happenings of July 21st: 529 Plans & Benefits
Michigan Earns Top 529 Plan Rating Back to school season is already here. Home-room bells will soon be tolling for the youngsters. There will be added apprehension this year with the Delta...
Weekly Happenings of July 11th: Child Tax Credit – Make it Count
There has been no shortage of important tax policy updates during the last 16 months. Major areas that have seen shifts include unemployment benefits, retirement rules, filing extensions, and this...
Weekly Happenings of July 4th: Survey Says
One of the greatest TV game shows of all time is Family Feud. The old episodes with Richard Dawson as host were the best. As the years have gone on, the survey questions have gotten wackier. That...
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