The Passionate Investor Third Quarter 2020 and the Coronavirus Impact
The Passionate Investor Third Quarter 2020 and the Coronavirus Impact Market Review Equity markets generally outperformed fixed-income markets with the S&P 500 rising 8.93% (including dividends; -5.57% YTD) and the Barclay’s Capital U.S. Aggregate Bond index increasing 0.62% (+6.79% YTD). Small caps underperformed large cap stocks (S&P 500) as the Russell 2000 small cap stock […]
Continue reading ›National Savings Day!
National Savings Day! Today is National Savings Day! It is important to make sure you’re maximizing your cash flow so that it works for you. Check out some helpful tips below for ways to help make saving a part of your lifestyle. Review your Cash Flow: Be strategic in the way that you build your […]
Continue reading ›Financial Planning Month
October is Financial Planning Month! While finances are a part of your daily life, there are various elements that people often overlook or don’t consider the financial weight they could carry. Financial Planning Month reminds us to keep our spending in check and prepare our budgets. Take the time this month to review some of […]
Continue reading ›Health Savings Account
About Health Savings Accounts Have you ever considered the potential benefits of contributing to a Health Savings Account (HSA)? Here is your guide! A Health savings account is medical savings account with tax advantages for high deductible health plans. Did you know half of older Americans said they don’t know how they will pay […]
Continue reading ›Understanding the Differences between a Roth IRA and Traditional IRA
Understanding the Differences between a Roth IRA and Traditional IRA If you are considering a Roth IRA or Traditional IRA for retirement savings, it’s important to understand the differences and eligibility limitations for each. The biggest distinction between a Roth IRA and a traditional IRA is how and when you get a tax break. Contributions […]
Continue reading ›Quarantine-Friendly Activities for Kids this Summer
Quarantine-Friendly Activities for Kids this Summer Summer is going to be a bit different this year due to quarantine and the ongoing impact of Coronavirus. With the kids home even more than usual during the summer months you may be looking for some summer activities to keep them busy. Check out some quarantine-friendly activities that […]
Continue reading ›What to Do If You Have Been Laid Off or Furloughed
What to Do If You Have Been Laid Off or Furloughed COVID-19 has impacted the lives of millions of individuals beyond just their health but to how they provide for their families. The US Bureau of Labor Statistics stated that April unemployment rate spiked to the highest level since the Great Depression. With job security […]
Continue reading ›Meet Our Summer 2020 Interns!
Meet Our Summer 2020 Interns! Help Us Welcome Our Interns We’re excited to announce that we’ll have two interns working for us this summer. Luke will be working on Mondays and Tuesdays and Bailey will be working on Thursdays and Fridays. Bailey Schwab Education Bailey is a rising junior at Johns Hopkins University majoring in […]
Continue reading ›Quarantined at Home?
Quarantined at Home? Financial Tasks to do During Quarantine: We understand that this is a difficult time for everyone. As the COVID-19 pandemic sweeps the world, you are likely spending more time than ever at home now. With money at the top of mind for many during this time, you may be wondering what you […]
Continue reading ›How to Cope with Quarantine
How to Cope with Quarantine During these extraordinary times, we understand that it can be difficult to not spend your time worrying and bored. Many people are now spending the majority of their time at home bored and looking for activities to do – so what can you do with all this new time on […]
Continue reading ›
