March 27, 2023

Mar 27, 2023 | Weekly Economic Updates

Mixed Message Provokes Volatility Presented by Hershey Financial Group, LLC Modest gains in major market indices masked sharp volatility amid the uncertainty arising from mixed messages emanating from public officials and revived banking fears. The Dow Jones...

Counteracting Capital Gains with Tax-Loss Harvesting

Mar 23, 2023 | Articles

Tax-loss harvesting means taking capital losses (selling securities for less than what you initially paid for them) to offset any capital gains you may have. While this doesn’t get rid of your losses, it can help you manage your tax liability. Keep in mind that...

March 20, 2023

Mar 21, 2023 | Weekly Economic Updates

Markets Cautious After Banking Woes; Awaiting Fed ReactionPresented by Hershey Financial Group, LLCAmid the reverberations of two U.S. banks being taken over by regulators and the spread of uncertainty to European banks, stocks trended higher last week on the strength...

Pre-Retirement Checklist

Mar 16, 2023 | Articles

HOW PREPARED ARE YOU? Getting ready for retirement? Before you can cross that bridge, you’ll need to cross some important items off your to-do list. But thanks to our work together, you might be more prepared than you think! This handy checklist of ten crucial steps...

March 13, 2023

Mar 13, 2023 | Weekly Economic Updates

Weekly Market Insights: Bad News Gives Markets A One-Two Punch Presented by Hershey Financial Group, LLC Stocks tumbled last week as investors reconsidered their interest rate expectations after Fed Chair Powell’s Congressional testimony that rates may need to go...