by lportee53 | Jun 18, 2025 | Investment
The FinancialLiteracy Crisis Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many Americans are making financial decisions with minimal...
by lportee53 | Jun 4, 2025 | Investment
Investing with Your Heart For some, the social impact of investing is just as important as the return, perhaps more important. Some individuals believe that return on investment shouldn’t be the only criterion for how they invest their money. For them, the...
by lportee53 | Apr 2, 2025 | Investment
Countdown to College As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as...
by lportee53 | Feb 19, 2025 | Investment
9 Facts About Social Security Here are six flags that may make your tax return prime for an IRS audit.1 No one wants to see an Internal Revenue Service (IRS) auditor show up at their door. The IRS can’t audit every American’s tax return, so it relies on...
by lportee53 | Feb 5, 2025 | Investment
What If Your Kids Decide Against College? As a parent or grandparent, you may have diligently saved money in a 529 account to help fund your child’s or grandchild’s college education. But what happens if they decide college isn’t the right path for...
by lportee53 | Oct 17, 2024 | Investment
Global vs. International: What’s the Difference? With international stock markets comprising about 40 percent of the world’s capitalization as of 2023, a broad range of investment opportunities exist outside the borders of the U.S.1 For investors who are looking...
