We might sound like a broken record here, but stocks gained again last week, with the S&P hitting more new highs, up to 24 now on the year with a gain of more than 12% year to date. Incredibly, stocks are up more than 30% from the April 8 closing low for one of the …
In the latest Take 5, with hosts Ryan Detrick, Chief Market Strategist, and Sonu Varghese, VP, Global Macro Strategist, we break down the latest CPI and PPI reports, the ways tariffs are passed on to consumers, and their potential impact on Federal Reserve rate decisions. They also touch on …
Alana Macy, CFP®, MBA of Bloom Wealth Advisors joined Colorado Matters to discuss market volatility and what investors can do now. She shared three key tips: don’t panic, keep investing if you’re in accumulation mode, and have a plan for short-term needs. She also touched on inflation …
Learn how to manage The Big, Irreversible Decisions Managing Cash Flow in Retirement Starting Social Security Tax Planning Opportunities Bucketing Strategy
Wealth Advisor Alana Macy shares essential tips to protect yourself from scams and identity theft. Learn key facts, warning signs, common scams, and practical steps to prevent and address identity theft.
Did you know that your Social Security benefits can be taxed? That’s right, as much as 85% of your Social Security benefits—money that you put away over your entire career—could be subject to taxation when you receive the benefits in retirement. This worksheet helps you figure out if …
Stocks Power Back but We May See More Volatility The S&P 500 missed hitting a new high by 0.01% on Friday, as stocks on the surface had a big week. Yet, peeling back the onion showed much of the gains came from large cap tech (Apple for instance gained more than 12% on the week), …
