The Ultimate To-Do List

A to-do list can be a helpful tool, financially or otherwise, but not all lists are created equal. To create the ultimate to-do list, it’s important to follow these actionable tips: By incorporating these tips into your daily routine, you can create a to-do list that will not only help you stay organized and focused […]

Budget Basics by Daniel Billings

A budget is simply a spending plan that takes into account both current and future income and expenses. The importance of making a budget is a financial lesson that we cannot overemphasize. Having a budget in place helps keep spending in check and makes sure savings are on track for the future. A budget helps […]

Financial Protection While You Are Alive

Source:, 2022 Here is just one example of how living benefits offered by some life insurance policies can help you reach your financial goals while you are living.

Life Insurance As An Asset

Source:, 2022 Try thinking of life insurance as an asset; Adding diversification to your portfolio, and upping protection against market downturns and tax changes.

WEU | December 12, 2022

The Week on Wall Street Recession fears and concerns that the Fed may consider a longer rate-hike cycle sent stocks lower for the week.The Dow Jones Industrial Average dropped 2.77%, while the Standard & Poor’s 500 fell 3.37%. The Nasdaq Composite index lost 3.99% for the week. The MSCI EAFE index, which tracks developed overseas […]

Monthly Economic Update | December 2022

Monthly Fun U.S. Markets Stocks surged higher in November on rising optimism that the Fed would slow down future interest rate hikes. The Dow Jones Industrial Average gained 5.67 percent, while the Standard & Poor’s 500 Index picked up 5.38 percent. The tech-heavy Nasdaq Composite rose 4.37 percent.1 Indicators The Fed The Federal Reserve announced […]

WEU | December 5, 2022

The Week on Wall Street Stocks ended higher last week as investors navigated the crosscurrents of a potential easing in future rate hikes and continued strength in the labor market. The Dow Jones Industrial Average edged 0.24% higher, while the Standard & Poor’s 500 gained 1.13%. The Nasdaq Composite index improved by 2.09% for the […]

Broker Check Logo