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,...
by lportee53 | May 7, 2025 | Resources
Understanding Bear Markets: What You Need to Know Bear markets have been a major topic of conversation lately — and if you’re feeling uneasy about your investments, you’re not alone. We’re here to answer some of the most common questions about bear markets...
by lportee53 | May 7, 2025 | Resources
April 2025 Market Update Last month brought volatile markets early in April, yet it also presented moderating inflation metrics and a strong finish for large-cap technology stocks. With all of these developments in mind, here’s an overview of what happened and what...
