Return-to-office (RTO) mandates are back in full swing, but it seems that they’re not applying equally to everyone. Companies are rolling out policies that require employees to show up in person — unless, of course, you’re a star performer. This emerging trend is raising eyebrows and sparking debates across industries, as highlighted by a [READ MORE]
Did you notice an influx in hiring in December? In the U.S. labor market, 2024 decided to go out with a bang, adding an impressive 256,000 jobs in December—well above the forecasts of 160,000 and significantly exceeding the monthly average of 186,000 jobs added throughout 2024. This growth highlights the job market’s resilience [READ MORE]
“Defer! Defer! Defer!” is the common tax advice when choosing IRAs and 401Ks, but Ed Slott, the author of “The Retirement Savings Time Bomb Ticks Louder”, encourages facing the tax immediately instead of our current economic factors. The total debt of the U.S. government was $34.67 trillion as of June 6th, 2024 an [READ MORE]
A List of Legal Perks to Getting Hitched in the US Hollywood would like us to believe that the sole purpose of marriage is love. While that’s the ideal, we know marriage in the US has a cornucopia of legal benefits that make getting hitched well worth it. Here is a list of [READ MORE]
An Exchange Trade Fund, or ETF, is a package of securities that is bought or sold through a brokerage firm. It’s offered to help lower your risk and exposure while diversifying your portfolios. Active ETFs are great when developing and launching a new strategy and have lower expense ratios than mutual funds. However, it [READ MORE]
It’s no secret that Gen Z and Millennial generations of taxpayers are seeking wealth advice primarily through social media. A survey of 1,009 people in January 2024, commissioned by Forbes Advisor and conducted by market research company Prolific, found that 79% of members of the Millennial and Gen Z generations have gotten wealth advice [READ MORE]
It feels like the term AI, or Artificial Intelligence, is EVERYWHERE these days. Those who feel apprehensive about adopting more tech into their daily systems: we see you; we hear you, and your feelings matter…but change is happening, and it’s time to get comfy in the transition. The question is, are we ready for [READ MORE]
Anyone with a smartphone and access to Google can invest their money, and they do…poorly. The hard lesson learned by new independent investors is that investing in the expertise of an RIA (Registered Investment Advisor) is a worthwhile investment. Hybrid firms are on the rise in 2024, and we need to talk about [READ MORE]
The phenomenon dubbed "The Great Wealth Transfer" is set to redefine the landscape of Wealth Management and estate planning. The baby boomer generation, which has seen remarkable economic growth and amassed considerable wealth, is now entering an age of transition. They're set to transfer an enormous ~ $84 trillion to younger generations by [READ MORE]
