What's Happening As you know, in 2020, Charles Schwab acquired TD Ameritrade. Since then, the two firms have worked hard to...
Miscellaneous Insights
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,...
Is it Time to Invest in Solar Energy?
To save the planet and remain energy independent, the United States and other leading industrial nations must dramatically increase...
9 Reasons Not to Join a Gym
Don't let the headline deceive you. This is not an article that will provide you with excuses to sit in the recliner, eat chips and...
To Join, or Not to Join (A Gym)
As much as we'd like to believe that chocolate cake and ice cream are the elixirs for a long and healthy life, we know that's not the...
Financial Planning, Miscellaneous Insights
7 Ways to Save Money
Saving money should always be a priority, but even more so in today’s environment, where necessities such as food and gas are rising...
Charitable Giving Strategies, Miscellaneous Insights
Why We Love Giving Tuesday
#GivingTuesday is About Giving Back The Tuesday after Thanksgiving is an important date. #GivingTuesday is a global day of giving...
How to Get the Best ROI With Your Home Renovations
With home prices near record highs and mortgage rates soaring, many homeowners are considering home renovation projects – some to...
Is the U.S. Economy in a Recession?
In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession, up from 53% in June and 48% in May.1...
Do This Before Upgrading Your Smartphone
Whether you like to have the latest and greatest in smartphones and tablets, or your device is ten years old and no longer holds a...