QUIZ: HISTORY OF MONEY
How much do you know about money—not about what money can buy but about the history of money in the U.S.? Take this short quiz, and let’s see if you get stumped!
NOT ALL MUNICIPAL BONDS ARE CREATED EQUAL
Some investors take an interest in municipal bonds when they learn about the potential tax advantages they offer. But it’s important to remember that not all municipal bonds are created equal, and the tax treatment of one can be much different than the tax treatment of another.
DO I NEED A BUDGET?
“If you don’t know where you want to go, then it doesn’t matter which path you take,” said the Cheshire Cat in Lewis Carroll’s classic novel, Alice in Wonderland.
BACK TO SCHOOL: THE APPEAL OF A 529 PLAN
Paying for the cost of college is a critical financial goal for many families. Both students and their parents believe college is an important investment that can create opportunities.
AN INTRODUCTION TO TRUSTS
“Trusts? They’re for rich people.” We often hear this when we start a discussion about the role a trust can play in a family’s overall estate strategy.
RETIREES TALK ABOUT RETIREMENT
One of the best resources for “real-time updates” on how retirees are settling into retirement is the Retirement Confidence Survey, which has been conducted for the past 33 years by the Employee Benefit Research Institute.
WHAT THE YIELD CURVE SAYS ABOUT THE HEALTH OF THE ECONOMY
Turn on the television or browse the Internet, and you’ll see there’s no shortage of opinions about what’s next for the economy.
WHAT TO CONSIDER WITH A VACATION HOME
You’re on vacation, you have a little
extra money in your accounts, and you start to think, “this would be a great place to have a vacation home.”
EMERGENCY FUND FUNDAMENTALS
When most people hear the expression “emergency fund,” they think of setting aside money to pay for unexpected expenses
WHAT IS THE BUSINESS CYCLE?
To people of faith, hearing that the economy moves in cycles may sound very similar to one of our favorite passages in Ecclesiastes.
