by lportee53 | Aug 12, 2025 | Resources
July was chock-full of key economic developments, from monumental legislation and trade deal fluctuations to a tense Fed meeting and labor market weakness. With all of this activity here’s a quick overview of what to know as we head into August.
by lportee53 | Jul 10, 2025 | Resources
A Health Savings Account (HSA) is a tax-advantaged savings account designed to help individuals and families set aside money to pay for qualified medical expenses. An HSA can be a valuable tool for managing healthcare costs today while also planning for future medical expenses — even into retirement.
by lportee53 | Jul 10, 2025 | Resources
June saw markets improve as the inflation narrative shifted and trade policy zigged and zagged. Confronted with such a challenging assortment of factors, the Federal Reserve remains cautious. Read on for key highlights from last month.
by lportee53 | Jun 9, 2025 | Resources
May 2025 Market Update Last month brought us surging stocks fueled in part by progress on trade with the United Kingdom and China and inflation metrics released during the month following a similar relaxing pattern as the previous month. It has been a volatile two...
by lportee53 | Jun 9, 2025 | Resources
Financial Lessons We Wish We Knew at Graduation “I don’t know about you, but I’m feeling… financially unprepared?” Graduating college is exciting, overwhelming — and often financially confusing. While you’re out there celebrating and singing along to Taylor Swift,...