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Blog
April 17, 2023
Lower Inflation Lifts Spirits In Uneven Week. Presented by Hershey Financial Group, LLC The combination of an improving inflation outlook resulted in a week of uneven, albeit positive, performance, in which cyclical and financial stocks rallied while technology, real...
Getting a Head Start on College Savings
The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about $285,000. That's approaching the median value of a new home in the U.S.1,2 If you want to add the cost of education to that number, you...
Estate Challenges for Blended Families
Preparing your estate can be complicated, and if you’re a part of a blended family, estate decisions can be even more complex and nuanced. Blended families take on many forms, but typically consist of couples with children from previous relationships. Here are a few...
April 3, 2023
Banking Crisis Fears Dim; Markets Rally Presented by Hershey Financial Group. LLC Stocks rallied last week on receding fears of a widening banking crisis, led by resurging investor interest in technology and communication services names. The Dow Jones Industrial...
Estimating the Cost of College
It doesn’t take a degree in finance to see that the cost of college continues to rise. In its 2021 report, the College Board showed that in-state tuition and fees at public four-year institutions increased by 9% in inflation-adjusted dollars between the 2011-12 and...
April 10, 2023
Weekly Market Insights: Hiring Cools; Recession Fears Rise. Stocks ended a shortened week of trading mixed amid revived recession fears on Wall Street triggered by weak economic data. The Dow Jones Industrial Average gained 0.63%, while the Standard & Poor’s 500...
March 27, 2023
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
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 this...
March 20, 2023
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
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...