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 […]

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 […]

Last week’s stock performance was mixed, following investors’ reaction to the Fed’s May meeting minutes, while a handful of mega-cap tech companies created a buzz with their news.   Market Splits Stocks began trading in a narrow band last week. Still, mega-cap tech names rallied in anticipation of the Q1 corporate report from a key […]

Stocks notched a solid gain last week in a mega-cap, tech-led rally bolstered by positive inflation news. Dow Hits 40,000 The week began quietly as market averages traded in a tight range, awaiting fresh inflation news. On Tuesday, markets rose steadily throughout the day after digesting a mixed wholesale inflation report.1 The next day, a […]

Let’s start this email with the conclusion: Stick with your investment strategy, and don’t let outside influences like the Fed get in your way. Following the Fed these days is like watching an endless point in a tennis match. The back-and-forth is causing anxiety, anticipation, more anxiety, and confusion. At its March meeting, Fed officials […]

Deciding on the balance between saving for college or retirement can be a tough choice, which ultimately depends on your individual circumstances and priorities. At iWealth, we largely take the approach of telling our clients to “put their own oxygen mask on first” to borrow the airline analogy, as it’s vital our clients are able […]