20240617 iWealth Weekly Market Update

Stocks notched a solid gain last week, driven by the Fed’s decision, May’s inflation report, and Apple’s AI-related news. The Standard & Poor’s 500 Index rose 1.58 percent, while the Nasdaq Composite picked up 3.24 percent. The Dow Jones Industrial Average, which has lagged most of the year, slid 0.54 percent. The MSCI EAFE Index, […]

iWealth Weekly Financial Market Update for June 10, 2024

Stocks rose last week despite conflicting stories from economic reports. The Dow Jones Industrial Average inched up 0.29 percent while the Standard & Poor’s 500 Index powered ahead 1.31 percent. The Nasdaq Composite led, picking up 2.38 percent. The MSCI EAFE Index tracks developed overseas stock markets and rose 1.29 percent for the week through […]

iWealth Weekly Market Update June 3 2024

Stocks edged lower in the final week of May as fresh news on economic growth and inflation failed to inspire investors. Stocks Slide Markets shrugged off news that the Q1 Gross Domestic Product was revised lower to 1.3 percent from the initial estimated 1.6 percent. Despite concerns that the economy was cooling faster than expected, […]

Learn what college FAFSA changes mean for your student

Getting ready for higher education involves many steps, but one thing everyone has to cope with is the unexpected. While you can stay on top of everything happening with college financing issues, you can’t always rely on the information you have today being pertinent the next year. One big example of this is the recent […]

Understanding how student loans work for college

As college approaches for the students in your family, it’s possible that the gap between your savings and the bottom line might be further than you’d like. You might be faced with a choice: taking measures to increase your savings or taking on some sort of student loans. I’m here to help you better understand […]

What is a 529 Account

One of the greatest parts of our jobs as a financial professionals is working with families and helping them pursue their goals. Among the most important of those family goals is saving for college. You’ve probably heard about a few of these funding vehicles before, but we wanted to give you a brief overview for […]