It was 25 years ago today, March 29th, 1999, that the Dow Jones Industrial Average (DJIA) topped the 10,000 mark for the first time....
Miscellaneous Insights
March Isn’t Just About Shamrocks!
It's true - St. Patrick’s Day is probably the most popular holiday in March. But did you know about St. Joseph’s Day? In fact, there...
The Rules of Personal Record Retention
I am often surprised at what weekly email blasts receive the most views. One of our more accessed articles is the Personal Record...
Financial Planning, Miscellaneous Insights
Top Ten List of Resolutions for Financial Success
As I lounged by my fireplace with my dog snuggled at my feet, I started reflecting on how to make my financial resolutions article...
Princeton Adult School 85th Anniversary Event
As part of the Adult School's 85th anniversary celebrations, they have planned several special Conversations throughout the 2023-24...
College Planning, Miscellaneous Insights
7 Things to Know About Saving, Spending, and Paying for College
Health Savings Accounts One of the most under-used tax benefits workers are eligible for is the Health Savings Account, or HSA. It...
TD Ameritrade-Charles Schwab Merger Update #2
As Schwab and TD Ameritrade draw closer to the transition of services between the two firms, the following is a preview of...
A Word About the TD Ameritrade Breach
CLIENT ALERT At EKS Associates, we take your security very seriously and want to inform you of a recent data breach at TD Ameritrade....
TD Ameritrade-Charles Schwab Merger Update #1
What's Happening As you know, in 2020, Charles Schwab acquired TD Ameritrade. Since then, the two firms have worked hard to...
Investing, Miscellaneous Insights
The U.S. Debt Ceiling and What It Means for Investors
You likely are starting to hear more and more on the news and online that the U.S. will run out of money at the beginning of June....
Financial Planning, Miscellaneous Insights
Is Now the Time to Tap into the Increased Value of Your Home?
Homeowners have seen the value of their homes soar over the past few years. Even though prices have flattened or even declined this...
Financial Planning, Miscellaneous Insights
What Does a Bank Failure Mean for You?
The failure of SVB and Signature Bank two weeks ago, coupled with the private bailout of First Republic Bank by eleven large banks,...