June 10, 2024

Jun 10, 2024 | Weekly Economic Updates

Weekly Market Insights: Solid Week Despite Mixed Reports Presented by Hershey Financial Group, LLC Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500...

Traditional Vs. Roth IRA

Jun 5, 2024 | Articles

Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 41 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 32 million households.1 Both...

June 3, 2024

Jun 3, 2024 | Weekly Economic Updates

Weekly Market Insights: Stocks Sag On Downbeat Economic Indicators Presented by Hershey Financial Group, LLC Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news...

Grantor Retained Annuity Trusts (GRATs)

May 29, 2024 | Articles

Grantor Retained Annuity Trusts (GRATs) Suppose your financial objectives include income and leaving a legacy for your heirs. In that case, it’s essential to work with a financial professional familiar with your many options, including older tools. You...

May 27, 2024

May 27, 2024 | Weekly Economic Updates

Weekly Market Insights: AI Rules Big Week For Tech Stocks Presented by Hershey Financial Group, LLC Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies...