Rupert Wealth

Do you know the best way to set your child up for collegiate success? Make sure with this miniature guide to financial aid options.

Financial Aid for Students 101 Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

The Consumer Price Index has shown low inflation since '09. Are your prices rising faster?

Historical Inflation This calculator shows how inflation over the years has impacted purchasing power.

Use your car for business? Make sure you're on the same page as your insurance carrier.

When Does Your Personal Car Become a Commercial Vehicle? At what point can you call a personal vehicle commercial?

Market Update! April saw a tech stock rally despite recession fears and mixed earnings reports. Dow Industrials led with a 2.5% gain, while S&P 500 gained nearly 1.5%, and Nasdaq was flat. In May, the focus is on the Fed's next move, economic data, and bank lending activity. Stay up-to-date with our monthly market report.

Monthly Market Insights | May 2023 The Dow Jones Industrial Average led, picking up 2.48 percent. The Standard & Poor’s 500 Index rose 1.46 percent, while the Nasdaq Composite was flat (+0.04 percent).1

15-year vs. 30-year: know your refinancing options.

Lots of Variables with Fixed-Rate Mortgages When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Lifestyle inflation can be the enemy of wealth building.

Keeping Up with the Joneses Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Why save your bucket list for later? Find fulfillment and adventure by experiencing your bucket list items today.

A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow.

Mortgage lenders consider many personal factors when deciding whether you can afford a home.

How Much Home Can I Afford? With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Investors were forced to navigate a tricky first quarter of 2023, having to contend with corporate earnings, shifting monetary signals, and troubles in the banking sector.

Quarterly Market Insights | Q1 2023 Stocks posted solid gains in the first quarter as investors navigated corporate earnings, shifting monetary signals, and troubles in the banking sector.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

Test Your Life Insurance Knowledge How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

How confident are you in the strength of your passwords? These days, one’s passwords are almost as important as the keys to your house. Check out these handy, current tips on crafting a secure password.

The Three Keys to a Great Password Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.

There are benefits and limitations when using a living trust.

A Living Trust Primer Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Thinking about a prepaid debit card? Consider the pros and cons.

Weighing the Benefits of Prepaid Debit Cards It's important to understand the pros and cons when considering a prepaid debit card.

“The only things certain in life are death and taxes.” Benjamin Franklin

The Other Sure Thing Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Investors maintained an anxious eye on the Fed over worries it would maintain its tight monetary posture due to ongoing inflation.

Monthly Market Insights | March 2023 Stock prices stumbled in February owing to growing worries that the Fed would maintain its tight monetary posture in the face of continuing inflation.

Do you know what your needs are, when you’re married, with children?

Insurance Needs Assessment: Married With Children When you’re married and have children, insurance needs will be different.

Tax time can be a good time to give your household budget a checkup.

Budget Check Up: Tax Time Is the Right Time Tax preparation may be the perfect time to give the household budget a check-up.

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

4 Elements of an Estate Strategy Learn about the importance of having an estate strategy in this helpful and informative video.

Ever wonder about those free credit scores you get once a year?

The Lowdown on Those Free Credit Scores What’s the deal with your yearly free credit report?

Investors showed a buying mood in January with stocks rallying due to moderating inflation, a better-than-feared earnings season, and healthy economic data.

Monthly Market Insights | February 2023 Stocks rallied in January as moderating inflation, a better-than-feared earnings season, and healthy economic data put investors in a buying mood.

Some diets lighten nothing but your wallet. Here’s a few to avoid.

Money Draining Food Myths These food myths will really put a drain on your wallet.

Currency has been around for a long time. Here’s a quick lesson.

The History of Currency Currency has been around for a long time. Here’s a quick history lesson.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

Put It in a Letter A letter of instruction provides additional and more personal information regarding your estate.

Increase and motivate your with these five simple and inexpensive ideas.

Creative Ways to Motivate Your Employees Five creative (and inexpensive) ideas for motivating your employees.

In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that transpired and provides an outlooks for the economy and markets going forward.

Market Update January 2023 In this month’s market update video, Avantax Chief Investment Officer, Ivan Gruhl, CFA®, provides a market update for January. He recaps 2022 and all that tr...

Stocks ended a volatile fourth quarter with a slight gain, helping to repair some of the damage since the beginning of the year. Read more to dive into the details of how the final quarter of 2022 ended.

Quarterly Market Insights | Q4 2022 Stocks ended a volatile fourth quarter with a slight gain, which helped repair some of the damage since the beginning of the year.

Saving for college doesn’t have to be as complicated as college itself.

Saving for College 101 Here’s a crash course on saving for college.

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Prescription Drug Benefits Under Medicare (Part D) Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

Assets minus liabilities = net worth. When was the last time you calculated yours?

What Is My Current Net Worth? Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Test your estate strategy knowledge with this short quiz.

Test Your Estate Strategy Knowledge Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.