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

chart shows the performance of a $10,000 investment between January 1, 2003 and December 30, 2022

Chart of the Day: 1.5 Days a Year

Today’s Chart of the Day is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last..

Read More

total income tax shown in blue, total income in grey

Chart of the Day: Tax Share

Today’s Chart of the Day from the Wall Street Journal shows the share of taxes paid vs. the share of total income. The $100,000-$500,000 range is..

Read More

credit card in hands

How to Use Credit Cards Responsibly: 5 Things to Do

Using a personal credit card can seem complicated, especially if you’re working to build credit. It’s a balance between spending enough to build your..

Read More

pool construction

HELOC 101: Is It Right For You?

A Home Equity Line of Credit (HELOC) is a popular and versatile financing option that allows homeowners to access the equity in their homes as..

Read More

chart shows expected longevity versus expected annual rate of return

Chart of the Day: When to Take Social Security

Today’s Chart of the Day from J.P. Morgan shows when to take social security to maximize benefits.

Read More

Chart shows that motorcycles are the most lethal transportation option

Chart of the Day: Motorcycles vs. Cars vs. Planes

Today's Chart of the Day looks at the statistics of transportation safety. I think everyone already suspects this, but I was surprised by the scale...

Read More

Blue bar chart shows that 99% of loans have a lower rate than the current PMMS rate

Chart of the Day: 99% are Under Current Rate

Today's Chart is from the Primary Mortgage Market Survey (PMMS) from Freddie Mac, the government agency that provides mortgage loans.

Read More

United States represented by blue, Russia represented by red

Chart of the Day: History of Nuclear Arsenals

Today's Chart of the Day looks at the number of nuclear stockpiles in the United States and the USSR/Russia dating back to the 1950s.

Read More

Exchange Trade Funds shown in blue, Mutual Funds shown in black, data from 2017 to 2023

Chart of the Day: The Great Exodus Continues

Today’s Chart of the Day from Bloomberg shows the net growth of Exchange Trade Funds (ETFs), in blue, versus the loss from Mutual Funds, in black...

Read More

chart shows various products price changes from January 2000- June 2022

Chart of the Day: 20+ Years of Inflation

Today’s Chart of the Day is from @Mark_J_Perry on Twitter and is called, “The Chart of the Century.” It shows price changes of various goods and..

Read More

man sitting at laptop looking up

Incorporating Your Side Hustle

Do you have a side hustle? If so, you’re not the only one—about 40% of people in the U.S. run a side hustle or small business in addition to their..

Read More

Pie charts show the relative size of global stock markets from 1899 to 2023

Chart of the Day: U.S. is Now 58%

Besides cutting-edge technology, a thing the United States leads the world in is banking and investments.

Read More

$292,710 is the current, average price of a single-family home in the U.S.

Chart of the Day: Real Estate Down 5%, but Still Up 40%

Today's Chart of the Day is of the S&P CoreLogic Case-Shiller Home Price Index published yesterday, March 28.

Read More

 blue bar chart shows the growth of $2,000 invested annually in the S&P 500 from 2001 - 2020

Chart of the Day: Don't Stay in Cash

“Time it right,” and “Don’t buy the peak” are attractive goals; however, the chart from @PeterMallouk shows the difference between perfect timing and..

Read More

blue bar chart compares things such as number of words in the novel

Chart of the Day: More Hedge Funds than Burger Kings

Today’s Chart of the Day comes from the Financial Times and shows a variety of things, the oddest being that there are more hedge funds than Burger..

Read More

On Our Minds

List Grid
Browse by topic

Chart of the Day: 1.5 Days a Year

Today’s Chart of the Day is from J.P. Morgan’s updated Guide to Retirement. It calculates your total return having missed the 30 best days for last 20 years ending 2022.

More

Chart of the Day: Tax Share

Today’s Chart of the Day from the Wall Street Journal shows the share of taxes paid vs. the share of total income. The $100,000-$500,000 range is pretty even, while those making more than $1 million, who only have a 15% share, pay nearly 40% of total taxes.

More

How to Use Credit Cards Responsibly: 5 Things to Do

Using a personal credit card can seem complicated, especially if you’re working to build credit. It’s a balance between spending enough to build your credit history, but not overspending and going into debt. Challenging? Sure, but definitely not impossible. Here are our five tips for using your credit card responsibly. 

More

HELOC 101: Is It Right For You?

A Home Equity Line of Credit (HELOC) is a popular and versatile financing option that allows homeowners to access the equity in their homes as collateral to obtain a line of credit. This credit line can be used for a variety of purposes, including home improvement projects, debt consolidation, and unexpected expenses. In this article, we will explore the basics of HELOCs, how they work, and the benefits of using this type of financing.

More

Chart of the Day: When to Take Social Security

Today’s Chart of the Day from J.P. Morgan shows when to take social security to maximize benefits.

More

Chart of the Day: Motorcycles vs. Cars vs. Planes

Today's Chart of the Day looks at the statistics of transportation safety. I think everyone already suspects this, but I was surprised by the scale. You are 30 times more likely to die on a motorcycle than in a car. Also, you are 100 times more likely to die in a car than a plane.

More

Chart of the Day: 99% are Under Current Rate

Today's Chart is from the Primary Mortgage Market Survey (PMMS) from Freddie Mac, the government agency that provides mortgage loans.

More

Chart of the Day: History of Nuclear Arsenals

Today's Chart of the Day looks at the number of nuclear stockpiles in the United States and the USSR/Russia dating back to the 1950s.

More

Chart of the Day: The Great Exodus Continues

Today’s Chart of the Day from Bloomberg shows the net growth of Exchange Trade Funds (ETFs), in blue, versus the loss from Mutual Funds, in black. Last year was especially brutal when the downturn allowed investors to finally exit their positions with less capital gain.

More

Chart of the Day: 20+ Years of Inflation

Today’s Chart of the Day is from @Mark_J_Perry on Twitter and is called, “The Chart of the Century.” It shows price changes of various goods and services from January 2000-June 2022 and the private sector doing a good job making things more affordable.

More

Incorporating Your Side Hustle

Do you have a side hustle? If so, you’re not the only one—about 40% of people in the U.S. run a side hustle or small business in addition to their 9-to-5, according to a 2022 Zapier report. Or maybe you’re thinking of starting one, just like 31% of people (according to the same report). Side hustles can be a great way to pursue your passions outside of work while providing financial security and diverse streams of revenue. Sometimes, a side hustle can even present new opportunities for a career change, giving you the chance to earn a living doing what you love. Whether you’re looking to make extra income, start your own small business, or make a complete career transition, we’re here to guide you through the process.

More

Chart of the Day: U.S. is Now 58%

Besides cutting-edge technology, a thing the United States leads the world in is banking and investments.

More

Chart of the Day: Real Estate Down 5%, but Still Up 40%

Today's Chart of the Day is of the S&P CoreLogic Case-Shiller Home Price Index published yesterday, March 28.

More

Chart of the Day: Don't Stay in Cash

“Time it right,” and “Don’t buy the peak” are attractive goals; however, the chart from @PeterMallouk shows the difference between perfect timing and bad timing over the last 20 years is only $151K vs. $121K.

More

Chart of the Day: More Hedge Funds than Burger Kings

Today’s Chart of the Day comes from the Financial Times and shows a variety of things, the oddest being that there are more hedge funds than Burger Kings, and about the same number as Starbucks.

More