by Advising Partner | Aug 12, 2024 | SAP
When it comes to mortgage rates, it’s easy to get caught up in the numbers and compare today’s rates with the recent past. Many consumers are feeling concerned about rates being higher than they were in 2022, when they were at record lows. However, a broader look at...
by Advising Partner | Aug 6, 2024 | SAP
Yesterday: What you need to know Global stock markets experienced a significant downturn, starting with Japan’s Nikkei 225 index, which fell 12%—its steepest decline since 1987. This drop was driven by concerns over weaker-than-expected U.S. employment data and...
by Advising Partner | Aug 6, 2024 | SAP
The Olympic Paradox: What Gold Medalists Teach Us About Retirement As the 2024 Paris Summer Olympics unfold, we’re witnessing remarkable feats of athleticism and determination. As of 7:30 a.m. ET on August 1, the USA leads the medal count with a total of 31...
by Chris Harris | Jul 16, 2024 | Chris Harris, SAP
Understanding the landscape of retirement planning often begins with the choice between two prevalent options: the 401(k) and the IRA. Each retirement plan offers unique advantages and considerations, critical for making informed decisions about saving and investing...
by Blaise Stevens | Jul 9, 2024 | Blaise Stevens, SAP
In the realm of wealth management, the long-term preservation and growth of family assets require more than just sound investment strategies and financial planning. It necessitates a proactive approach to educating future generations about financial stewardship,...
by Blaise Stevens | Jun 10, 2024 | Blaise Stevens, SAP
Over the next two decades, an unprecedented shift in financial assets, known as The Great Wealth Transfer, is expected to reshape the economic landscape of the United States. An estimated $84 trillion will transition from the Baby Boomer generation to Gen Xers and...
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