Tyler Davidson - Financial Advisor

Private Equity Ownership Is Coming to the NFL The NFL is finally set to allow private equity to buy into teams—and firms are so eager to get into the business of football that they’re accepting unusually strict terms to do so.

Barron's Daily: GameStop Stock’s Trading Like It’s 2021. Why Fed, Markets Are Also Looking Back. A briefing on what you need to know in the days ahead, including exclusive commentary from Barron's and MarketWatch writers.

Tax Loss Harvesting And Your Retirement As you near retirement, tax strategies become increasingly important not only in your day to day life but also on your investments.

Financial Surveillance Tool Exposes Critical Flaws In Political Trading Practices Transparency in politicians' stock trading is, and has been, a major concern for Americans. Although the Stock Act of 2012 mandates that politicians disclose their trades within a 45-day window, this requirement falls short of offering real-time visibility into their trading activities.

What To Expect From The Fed’s May Interest Rate Decision Markets see no change in interest rates from the Fed on May 1. The question is when in 2024 rate cuts might come, but that will likely depend on incoming inflation data.

Here are eight ways to measure wealth – only one is money Financial prosperity is only one of eight forms of wealth.

What One Employer Found When It Started Providing Child Care Restaurants, warehouse operators and manufacturers are stepping up subsidies for employees, contracting with backup-care providers and finding ways to bring care close to employees. Executives see it as a way to reduce churn because the cost of searching for and retraining replacements has skyrocket...

Quarterly Market Review: January-March 2024 The latest quarterly market review is available.

How Long Can This Bull Market Last? The William O’Neil companies closely study market history to derive and constantly update our investment methodology.

U.S. Fed Officials Still See Three Interest-Rate Cuts This Year Federal Reserve officials didn’t significantly change their outlook for delivering interest-rate cuts later this year despite solid growth and firmer-than-anticipated inflation in recent months.

The New Retirement Dream Is Phased In Gradually and Includes ‘Work for Pleasure' A new survey finds that the experience of the pandemic has altered Americans’ views on what retirement will look like, with many anticipating a gradual exit from the workforce rather than a hard stop.

Unlock Financial Support For Your Child With Disabilities With ABLE Explore how ABLE and 529 accounts can ease the financial stresses of raising a child with disabilities with Winnie Sun. Eligibility for tax-advantaged savings and more.

Employers Can Now Enroll Workers in Some Emergency Savings Accounts Starting this year, a federal law allows employers to enroll workers in emergency savings accounts that are linked to their retirement accounts. But some companies, put off by the law’s complex rules, have begun offering rainy day benefits outside workplace retirement plans.

As CFOs Prepare for an Unpredictable 2024, Here’s What Tops Their Checklists From managing talent and controlling costs to monitoring macroeconomic trends and forging new partnerships, corporate finance chiefs are girding for volatility and uncertainty ahead.

What Is The New 529 Rule In 2024? Parents can now convert their child’s favorite college savings tool into a retirement savings tool. The question many people are asking is “How do you do it?”

With the end of Mint, this is an interesting article on why it's so difficult to find a good Free Budgeting App... But the reasoning makes all the sense.

Simply put, the apps 'Best Users' are the ones least likely to need the products sold within the app (additional Credit Cards, Bank Accounts, Loans, etc.), which is one of the main sources of Revenue for these Free apps.

There’s a Reason a Killer Money-Saving App Still Doesn’t Exist The end of Mint and the search for a better way to budget

These are The Economist’s favourite podcasts of 2023 They covered subjects including empire, medical scandals and war.

Losses in Your Portfolio Can Boost Returns — and Cut Taxes Strategic tax-loss harvesting can improve a portfolio’s after-tax returns and offset ordinary income.

6 Questions New Donors Should Ask Themselves About Charitable Giving Among other things, take advantage of matching-donation opportunities and give directly to nonprofits.

Retirement is a golden opportunity to rediscover yourself. Take time to reflect on your life, reignite forgotten passions, and embrace new experiences. Learning, giving back, and focusing on personal growth can lead to a fulfilling and purposeful post-retirement life. I recommend planning ahead for this potential internal conflict & embrace the new chapter with open arms.

The Big Question in Retirement: Who Am I Now That I’m Not Working? The first year in retirement is often the most difficult. But it also can set the stage for how you’ll fill the years ahead—both financially and psychologically.

How to Max Out Your Benefits By the End of the Year Make these moves to max out your benefits by the end of the year

Market Month: October 2023 (Video) Find out more

Market Month: October 2023 The latest issue of Market Month is available.

New Simplified FAFSA for 2024-2025 Find out more

Fed Holds Rates Steady but Pencils in One More Hike This Year Stronger growth prompts officials to project that rates will stay higher for longer in 2024.

Will Restart of Student Loan Payments Be the Last Straw for Consumers? Americans have continued spending despite dwindling savings and inflation. But retailers worry resuming loan payments could push some over the edge.

When Might The Fed Cut Interest Rates? In recent years, the focus has been on how much and how fast the Federal Reserve would raise interest rates. That may be changing. Talk of further rises in rates has become more measured.

Roth vs. Traditional 401(k): Where to Put Your Money for Retirement? Thousands of companies have added Roth 401(k)s to their retirement plans. Getting the math right is proving tricky.