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The S&P 500 index and tech-heavy Nasdaq added 3.9% and 8.3%, respectively, in the second quarter. May’s PCE Price Index was reported at 2.6% year-over-year while GDP growth for the first quarter was revised upward to 1.4% last week. Investors will focus on the jobs report on Friday for a read on the strength of the labor markets.
https://www.avantax.com/about/articles/market-recap-week-ending-06-28-24

Forty-two percent of Americans do not own any stocks or stock-related investments, according to a recent Gallup poll.1 Individuals may cite different reasons for not investing, but with important long-term financial goals, such as...

Four Really Good Reasons To Invest There are four very good reasons to start investing. Do you know what they are? Meet with our team of financial professionals in Burbank, CA

When it comes to retirement, women may face unique obstacles that can make saving for retirement more challenging. Given that women typically live longer than men, retirement money for women may need to stretch even further.1 Despite...

Conquering Retirement Challenges For Women Looking ahead can help you conquer these unique obstacles.

We are in the midst of an unprecedented transfer of wealth, with trillions of dollars being moved from one generation to the next. This transfer challenges many commonly held notions as new values and interests become more prominent....

How Boomers And Millennials Differ The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Impact Investing Or Philanthropy This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.

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 them? It's a valid question...

What If Your Kids Decide Against College? Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

What will your family do if you can't earn an income? Here are steps you can take today.

Disability Income This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Learn the language of life insurance.

Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options.

After you leave work, what will your life look like? Organize your thoughts with the help of this piece.

Retirement Seen Through Your Eyes What's your vision of retirement?

There’s no shortage of investment analysis for anyone interested. What’s important to understand?

Types of Stock Market Analysis Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.

Paying Off a Credit Card Enter various payment options and determine how long it may take to pay off a credit card.

Self-employed? Learn more about your retirement plan options.

Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Low car lease payments look great, but do you really save money in the end?

Should I Buy or Lease an Auto? This calculator compares the financial impact of leasing versus buying an automobile.

If you want to avoid any potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Do You Owe The AMT? If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

Consider preparing for 30 years in retirement. Are your assets ready?

Potential Income from an IRA Estimate your monthly and annual income from various IRA types.

Will your dream retirement become a reality? The answer might not be what you think. Learn more here.

Retirement Realities Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.

Looking ahead can help female investors conquer these unique obstacles. You can learn more here.

Conquering Retirement Challenges for Women Looking ahead can help you conquer these unique obstacles.

Are you worried about outliving your retirement savings? You are not alone.

My Retirement Savings Estimate how long your retirement savings may last using various monthly cash flow rates.

This time of year, you may hear the phrase "tax-loss harvesting." Before moving ahead, it's best to get some guidance from a financial professional who is familiar with the strategy.

Counteracting Capital Gains with Tax-Loss Harvesting You may have heard the phrase

Second homes have unique risks and insuring them is different than a primary home.

Insuring Your Second Home There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

Check out this video on taxes.

The Facts About Income Tax Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Are dividends a key component when evaluating investment opportunities? Learn more.

What Is the Dividend Yield? This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Tax freedom day: the day you begin earning money for yourself.

Tax Freedom Day Assess how many days you'll work to pay your federal tax liability.

Even if you’re and single, you should still consider yourself with .

Insurance Needs Assessment: When You're Young and Single Even if you’re young and single, you should still consider protecting yourself.

Some firms create a “sources and uses of funds” statement to evaluate operations. What does yours say?

What Is My Current Cash Flow? Assess whether you are running “in the black” or “in the red” each month.

How many ways can you pay for college? Loans, grants, savings and investments, to name a few.

Saving for College This calculator can help you estimate how much you should be saving for college.

Every year since 1947, the U.S. President pens an economics textbook.

Required Reading: The Economic Report of the President The Economic Report of the President can help identify the forces driving — or dragging — the economy.

What does it actually cost to raise a child? You might be surprised.

The Half Million Dollar Baby The true cost of raising a child may be far more than you expect.

This message covers three important factors when it comes to your financial life: Diversification, Patience, and Consistency.

Diversification, Patience, and Consistency Three important factors when it comes to your financial life.

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Contributing to an IRA? Determine if you are eligible to contribute to a traditional or Roth IRA.