Last week, the Dow Jones Industrial Average (-1.8%) and the S&P 500 Index (-0.6%) both declined, while the NASDAQ (+0.3%) edged slightly higher. The mid-week U.S. inflation report indicated that some sectors of the economy are still experiencing “sticky...
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Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Laurie Siebert, CPA, CFP®, AEP® and her... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Laurie Siebert, CPA, CFP®, AEP® and her... Read More
Head of Investments Bill Henderson and CEO Matt Petrozelli discuss the current forecast as we prepare to step into 2021.
Watch Now Tune in Wednesday, December 30, 6 PM for a recorded episode of “Your Financial Choices” on WDIY 88.1FM: Laurie... Read More
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss 2021 planning and the importance of asset rebalancing asset allocations.
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More
Financial Advisors Laurie Siebert, CPA, CFP®, AEP® and Tim Roof, CFP® discuss estate planning topics including beneficiary and charitable giving elements. WATCH NOW (and stay tuned for PART II next week).
Watch Now Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Social Security and Medicare odds and... Read More
Tune in Wednesday, 6 PM for “Your Financial Choices” show on WDIY 88.1FM: Year-End Tax Planning starting with a... Read More