Skip to content

Learn about our Refer-a-Friend Program. Terms and conditions apply.

Hurricane season is unpredictable. Your finances shouldn’t be. A Home Equity Line of Credit (HELOC) gives you access to funds when you need them most.

Get Started 863-222-7005

Blog

Your Weekly
Financial Forecast

 

Stay informed with sound financial know-how

green beachy building with palm tree out front

1031 (CRE) Exchanges: What You Need to Know

If you’re a real estate investor hoping to expand your portfolio, you may want to consider a 1031 exchange. A 1031 can be a great way to purchase..

Read More

Chart of the Day

Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased..

Read More

Chart of the Day

Chart of the Day: Pandemic Credit Card Usage

Today’s Chart of the Day from @CharlieBiello on Twitter shows the annual change in credit card balances dating back to 2000. The latest data shows a..

Read More

Harnessing Financial Confidence Amidst an Election Year: Navigating Uncertainty with Strategy

Election years can be unsettling times, as political campaigns dominate headlines and uncertainty looms in the air. It's common for individuals and..

Read More

bar chart representing different fund sizes and random
Chart of the Day

Chart of the Day: Sell Your Winners AND Your Losers

Today’s Chart of the Day comes from Craig Lazzara's article “Persistently Disappointing.” It asks if top fund managers outperform due to skill or..

Read More

Chart of the Day

Chart of the Day: Returns are Rarely Normal

Today’s Chart of the Day comes from A Wealth of Common Sense showing the range of annual returns over the last 95 years. The long-term average is 10%..

Read More

Chart of the Day

Chart of the Day: TV is Still Top

Today’s Chart of the Day is from the recent Harvard Caps/Harris poll. After all of these years, at 43%, TV is still the principal place people get..

Read More

mom and kid sitting on the couch, kid upside down with legs in the air
Savings

Budgeting for Continuing Education

Whether it’s trade school, college, or an advanced degree, continuing education can be an excellent way to further your career or make a career..

Read More

world population shown in different colored blocks
Chart of the Day

Chart of the Day: Total Population

Today’s Chart of the Day comes from statsofindia.in with information from the United Nations Population Fund. It shows where everyone lives on earth.

Read More

Chart of the Day

Chart of the Day: What's in Your Portfolio?

Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other..

Read More

top 15 companies in the United States including Apple and Microsoft
Chart of the Day

Chart of the Day: Exxon vs. Dow

Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that..

Read More

A picture of graduating students tossing their caps in the air after graduation
Managing your Wealth

When Should Parents Start Saving for College?

Next to buying a home, a college education is the largest expenditure most parents will ever make. The key is advance planning. The more money you..

Read More

Chart of the Day

Chart of the Day: West vs. East Prices

Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.

Read More

chart spans from 1958 to 2021 with the peak on September 30, 1981 with a yield of 15.84%
Chart of the Day

Chart of the Day: Real Returns

Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you..

Read More

list includes things such as full legal name, work history, last tax return, and important documents such as a will, trust, and deed to your home
Chart of the Day

Chart of the Day: Personal Records

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on..

Read More

On Our Minds

List Grid
Browse by topic
07/7/23

1031 (CRE) Exchanges: What You Need to Know

If you’re a real estate investor hoping to expand your portfolio, you may want to consider a 1031 exchange. A 1031 can be a great way to purchase commercial real estate without having to immediately pay the properties’ capital gains taxes. By saving money on your taxes, you can use the funds to invest further, make improvements to the property, or consolidate your portfolio. But how do you know if a 1031 is your best option? We’ll explain what a 1031 is, how it works, and whether or not it’s a good investment for you.

More

Chart of the Day
07/6/23

Chart of the Day: Beef vs. Pork

Today’s Chart of the Day from the Wall Street Journal shows that you aren’t imagining that beef prices have gone up. Beef prices have increased significantly versus chicken and pork since the pandemic.

More

Chart of the Day
07/5/23

Chart of the Day: Pandemic Credit Card Usage

Today’s Chart of the Day from @CharlieBiello on Twitter shows the annual change in credit card balances dating back to 2000. The latest data shows a 17.2% increase, nearing the record set in 2001 at 18.9%. This is another unintended consequence of the COVID-19 pandemic response.

More

06/30/23

Harnessing Financial Confidence Amidst an Election Year: Navigating Uncertainty with Strategy

Election years can be unsettling times, as political campaigns dominate headlines and uncertainty looms in the air. It's common for individuals and businesses to feel anxious about the potential financial impacts that elections can bring. However, it's crucial to remember that maintaining financial confidence during these periods is essential for making informed decisions and achieving long-term financial goals. In this blog, we'll explore strategies and mindset shifts that can help instill financial confidence and empower you to navigate the uncertainty of an election year.

More

Chart of the Day
06/29/23

Chart of the Day: Sell Your Winners AND Your Losers

Today’s Chart of the Day comes from Craig Lazzara's article “Persistently Disappointing.” It asks if top fund managers outperform due to skill or good luck. In EVERY fund category and over EVERY time frame, it was found to simply be good luck.

More

Chart of the Day
06/28/23

Chart of the Day: Returns are Rarely Normal

Today’s Chart of the Day comes from A Wealth of Common Sense showing the range of annual returns over the last 95 years. The long-term average is 10% over the entire period.

More

Chart of the Day
06/27/23

Chart of the Day: TV is Still Top

Today’s Chart of the Day is from the recent Harvard Caps/Harris poll. After all of these years, at 43%, TV is still the principal place people get their news.

More

Savings
06/23/23

Budgeting for Continuing Education

Whether it’s trade school, college, or an advanced degree, continuing education can be an excellent way to further your career or make a career change. It can also be profitable: the most recent data from the National Center for Education Statistics shows that, on average, employees with a four-year college degree can earn $20,000 to $25,000 more than employees with a high school-only education. However, tuition and other expenses can quickly add up, so budgeting for continuing education is essential.

More

Chart of the Day
06/22/23

Chart of the Day: Total Population

Today’s Chart of the Day comes from statsofindia.in with information from the United Nations Population Fund. It shows where everyone lives on earth.

More

Chart of the Day
06/21/23

Chart of the Day: What's in Your Portfolio?

Today’s Chart of the Day from S&P Global shows the size of the United States S&P 400 Mid-Cap and S&P 600 Small-Cap Indexes vs. the size of other country’s entire market value.

More

Chart of the Day
06/20/23

Chart of the Day: Exxon vs. Dow

Today’s Chart of the Day from a Bloomberg article discusses Exxon Mobil's exclusion from the Dow Jones Industrial Average Index. The chart shows that out of the top 15 companies in the United States, more than half, noted in black, are excluded.

More

Managing your Wealth
06/16/23

When Should Parents Start Saving for College?

Next to buying a home, a college education is the largest expenditure most parents will ever make. The key is advance planning. The more money you save now, the less money you or your child will need to borrow later. It is important to begin saving as early as possible so you can earn interest, dividends, and/or capital gains on as much money as possible.

More

Chart of the Day
06/15/23

Chart of the Day: West vs. East Prices

Today’s Chart of the Day from the Wall Street Journal shows that home prices are falling on the West Coast of the U.S. and rising in the East.

More

Chart of the Day
06/14/23

Chart of the Day: Real Returns

Today’s Chart of the Day from J.P. Morgan shows the history of the 10-year Treasury yield and the “real” yield, which is what you have left after you subtract inflation.

More

Chart of the Day
06/13/23

Chart of the Day: Personal Records

Today’s Chart of the Day is a great checklist from MarketWatch.com. As an example, I store this information in the notes of “My Card," in Contacts on my iPhone.

More

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.

Subscribe to Our Blog

Sign up to receive email notifications of our blogs.