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July 15th, 2024
Weekly Market Insights | July 15th, 2024Stocks Advance After New Inflation Data Stocks advanced last week as market leadership shifted amid fresh inflation data and quarterly corporate reports starting to roll in. The Standard & Poor’s 500 Index advanced 0.87...
July 8th, 2024
Weekly Market Insights: Stocks Steady In Short Holiday Trading Presented by Hershey Financial Group, LLC Stocks steadily advanced over the holiday week thanks to strength in mega-cap tech issues and encouraging jobs data. The Standard & Poor’s 500 Index rose 1.95...
Making A Charitable Contribution
Making A Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated securities to a tax-qualified charity...
July 1st, 2024
Weekly Market Insights: Mixed Message From Fed Chair, Governor Presented by Hershey Financial Group, LLC Stocks finished the last week of June and Q2 mixed as investors digested a fresh round of economic data. The Standard & Poor’s 500 Index slipped 0.08%, while...
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
June 24th, 2024
Weekly Market Insights: Stocks Rise Modestly Over Short Trading Week Presented by Hershey Financial Group, LLC Stocks edged higher over the four trading days last week, with the three major averages taking turns leading based on various economic and artificial...
June 17th, 2024
Weekly Market Insights: Market Enjoys Gains, Reacting To Major Reports Presented by Hershey Financial Group, LLC Stocks notched a solid gain last week, driven by the Fed’s decision, May's inflation report, and Apple’s AI-related news. The Standard & Poor’s 500...
Mortgages In Retirement
Mortgages in Retirement Anyone who has gone through the process of mapping out their retirement knows there can be a lot to keep in mind. Saving, investing, anticipating medical costs, and making sure you have enough tucked away for years to come is just the start....
June 10, 2024
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
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...