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...
by lportee53 | Aug 21, 2024 | Investment
Diversification, Patience, and Consistency Regardless of how the markets may perform, consider making the following part of your investment philosophy: Diversification. The saying “don’t put all your eggs in one basket” has some application to investing. Over time,...
by lportee53 | Aug 7, 2024 | Investment
Are You Ready for Your Portfolio to Make a Difference? Interest in making an impact with one’s investments has grown in recent years, which means many investors may have an increased interest in environmentally or socially focused investments as well. In fact, impact...
