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Tuesday, December 27, 2022

What is financial literacy? Financial literacy is when you can understand and effectively use financial skills to make smart decisions with your money. Teaching financial literacy to your kids will prepare them for life.

Thursday, December 8, 2022

Top 10 Songs about Finances through TimeFor decades, musicians have been writing about love, war, and everything in between. Another popular theme? Money. Whether they’re singing about their stacks of dollar bills or regaling in...

Monday, May 23, 2022

If you're a woman making all of the financial decisions for your household, you're in the majority... https://www.brewerwealth.com/resource-center/investment/how-to-conquer-the-world

Monday, May 23, 2022

Equities tried to make some progress early in the week, but finished the week lower. The Dow was down 2.48% last week, while the S&P 500 lost 2.55%, the Nasdaq was down by 1.88%, while the Russell 2000 lost…

Monday, May 16, 2022

What is Cryptocurrency? The terms “Bitcoin, Ethereum, XRP, NFTs, and Doge” are being used a lot lately. These are, of course, all examples of “cryptocurrency” (or “crypto” as it’s casually...

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Monday, May 16, 2022

Another wild week for equities as investors are at a capitulation moment with the Federal Reserve. The Dow was down 1.89% last week, while the S&P 500 lost 2.05%, the Nasdaq was down by 3.17%...

Monday, March 28, 2022

Equities posted a 2nd consecutive week of gains and two sectors—Basic Materials and Utilities—turned positive for the year. The Dow was up 0.76% last week, while the S&P 500 gained 2.00%, the Nasdaq was up by…

Monday, March 28, 2022

How do you picture your future? Some see retirement as a time to start a new career. Others see it as a time to travel. Still others plan to spend more time with family and friends. With that in mind, here are some things to...

Monday, March 21, 2022

Pullbacks, Corrections, and Bear Markets When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that...

Monday, March 21, 2022

The Fed acted as expected, progress was made on the war front, and investors were in a buying mood last week. The results point to why it’s difficult to time markets and why making drastic investment decisions is often…

Monday, March 14, 2022

Monday, March 7, 2022

As global energy prices fluctuate and the Fed ponders its next move, concerned investors have questions.

Monday, March 7, 2022

More volatility ensued as the Russia-Ukraine conflict continued last week. The Dow was down 1.16% last week, while the S&P lost 1.14%, the NASDAQ lost...

Wednesday, March 2, 2022

In honor of Women’s History Month, we’ve put together a list of tips women can use to help keep in control of their finances.

Monday, February 28, 2022

Volatility was the norm last week as Russia officially invaded Ukraine and that conflict continues. Equities rebounded in the latter half of the week as most broad equity indices finished higher for the week. The Dow was down 0.02% last week…

Monday, February 28, 2022

Five Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....

Tuesday, February 22, 2022

Equity markets were higher by Wednesday but dropped Thursday & Friday after more concerns over Ukraine arose. The Dow was down 1.57% last week, while the S&P 500 lost 1.28%, the Nasdaq was lower by….

Monday, February 14, 2022

Equity markets were higher for the week until a surprise headline indicating a possible Russian invasion of Ukraine spooked markets on Friday. The Dow was down 1.05% last week, while the S&P 500 lost…

Wednesday, February 9, 2022

Like it or not, it’s tax season once again.

Monday, February 7, 2022

Scammers keep getting bolder and bolder with their extortion methods. From impersonating landlords to illegal debt collection tactics, there is no shortage of ways scammers will try to separate you from your money.1 Scamming has been...

Monday, February 7, 2022

Equity markets moved higher last week after strong corporate earnings from the Technology sector pushed the broad indices in a positive direction. The Dow was up 1.01% last week, while the S&P 500 gained 1.46%, the Nasdaq…

Monday, January 31, 2022

It would appear that corporate buybacks are once again en vogue after a sell off in equities. The Dow was up 1.27% last week, while the S&P 500 gained 0.73%, the Nasdaq was just….

Monday, January 31, 2022

Raising a child is expensive and can cost a quarter of a million dollars, not including college. For a child with special needs, that cost can more than double.1 If you’re the parent of a special needs child, it’s vital to ensure your child

Monday, January 24, 2022

Investors began the week with a continued shift from “growth” to “value” stocks, but all sectors sold off late in the week. The Dow was down 4.50% last week, while the S&P 500 lost 5.55%...

Monday, January 24, 2022

Got travel and savings goals on your mind? You might be able to do both, and it might be time to get inspired! These fun, upbeat, expert-hosted podcasts are full of travel destinations, ideas, tips, tricks and hacks. Whether...

Tuesday, January 18, 2022

Equities finished the week mostly lower, despite a late Friday rally in technology stocks. The rotation from “growth” stocks to “value” stocks continues. The Dow was down 0.88% last week….

Thursday, January 13, 2022

Our Lifevesting: Memo for Heirs is the perfect way to make sure your assets fall into the correct hands once you’ve passed.

Tuesday, January 11, 2022

Equities finished the week mixed, with investors beginning to shift from “growth” stocks that now appear expensive to “value” stocks that are priced more attractive. The Dow was down 0.25%....

Tuesday, January 11, 2022

How to Invest in Your Health in 2022 JANUARY 11, 2022 How to Invest in Your Health in 2022 Healthcare is one of the essential parts of life's financial and personal journey. Many have not yet utilized all the financial tools that may...

Monday, January 3, 2022

There was little market activity last week as trading volumes were markedly lower. In a typical holiday-shortened week, traders were not as active in preparation for the New Year. The Dow was up 1.30% last week, while the S&P 500….

Monday, January 3, 2022

The tax season is officially here. If you haven't already, now is the time to get prepared. Whether you meet with a tax professional or prepare your taxes yourself, proper planning helps the processes go more smoothly and may reduce...

Monday, December 27, 2021

Market volatility eased heading into the holiday last week. As traders departed for Christmas, trading volume de-creased throughout the week last week. The Dow was up 1.94% last week, while the S&P 500 gained….

Monday, December 20, 2021

The return of market volatility was ushered in by the Fed last week. Investors are fearful that the Fed has waited too long to address rising inflation. The Dow was down 2.00% last week, while the S&P 500 lost 2.43%, the Nasdaq was down...

Monday, December 20, 2021

Monday, December 13, 2021

The real rate of return is an important personal finance concept to understand. It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing purchasing power...

Monday, December 13, 2021

Market volatility declined considerably as fears over Omicron seemed to ease. The Dow was up 4.66% last week, while the S&P 500 gained 4.71%, the Nasdaq was up 4.23%, while the Russell 2000 added 2.70%. Bonds were lower as the 10-year....

Monday, December 6, 2021

The Fed didn’t help things much last week and markets remained under pressure from COVID fears. The Dow was down 0.88% last week, while the S&P 500 lost 1.46%, the Nasdaq was off 3.15%, while the Russell 2000 lost…

Monday, December 6, 2021

The holiday season has begun and we’ve got some helpful tips to stuff your stockings to the brim...with financial advice of course.

Monday, November 29, 2021

Broad markets were trading about flat for the week, until concerns about a new COVID variant emerged on Friday. Despite the undue anxiety, markets sold off just over 2% on the last day of trading last week. The Dow was down 2.32% last week…

Monday, November 29, 2021

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.1 Over those five years, $550 billion will be invested into...

Monday, November 22, 2021

Equities were mixed as new concerns over European lockdowns emerged late in the week. The Dow was up 0.30% last week, while the S&P 500 gained 0.46%, the Nasdaq was up 1.53%, while the Russell 2000 lost 3.48%. Bonds were mixed as......

Monday, November 22, 2021

Have you ever thought to yourself that there aren’t enough hours in the day, or felt overwhelmed at the tasks facing you? If you have, this article can help you! 1. Clarify your goals and strategy (Your Why) Be very clear about...

Monday, November 15, 2021

Bonds and stocks too a breather last week as the S&P 500 Index ended a 4-week winning streak. The Dow was down 2.52% last week, while the S&P 500 lost 0.35%, the Nasdaq was off….

Monday, November 15, 2021

Helpful Retirement Strategies for Women Preparing for retirement can look a little different for women than it does for men. Although stereotypes are changing, women are still more likely to serve as caretakers than men are, meaning...

Monday, November 8, 2021

Equities explode higher despite the beginning of Tapering. The Dow was up 1.70% last week, while the S&P 500 gained 2.52%, the Nasdaq was up 3.67%, while the Russell 2000 gained a whopping 7.16%. Bonds were higher...

Tuesday, November 2, 2021

Don’t let the "crypt" in the name fool you, it’s not “graveyard money.” Cryptocurrency has had a huge amount of buzz in financial circles these past few years. But is it a passing fad, or here to stay?

Monday, November 1, 2021

Equities inched higher, but not all sectors were positive last week. The Dow was up 0.47% last week, while the S&P 500 gained 1.65%, the Nasdaq was up 3.17%, while the Russell 2000 gained 0.31%. Bonds were higher as the 10-year Treasury..

Tuesday, October 26, 2021

RETIREMENT AND QUALITY OF LIFE Asking the right questions about how you can save money for retirement without sacrificing your quality of life. Learn More

Tuesday, October 26, 2021

Equities improved for a 3rd consecutive week on positive earnings. The Dow was up 1.32% last week, while the S&P 500 gained 1.99%, the Nasdaq was up 1.49%, while the Russell 2000 gained 1.31%....

Monday, October 18, 2021

Five Most Overlooked Tax Deductions Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....

Monday, October 18, 2021

Equities were upbeat last week as big bank earnings were positive. The Dow was up 1.81% last week, while the S&P 500 gained 2.17%, the Nasdaq was up 2.47%, while the Russell 2000 gained 0.81%. Bonds were mixed...

Wednesday, October 13, 2021

One of the most important and valuable gifts you can give to your children is financial literacy. The sooner they have a functional understanding of how things like spending, investing and credit work (and how to utilize them..

Tuesday, October 12, 2021

Stocks rebounded overall during the first full week in October. A compromise on the debt ceiling was the major headline, but markets have mainly been adjusting to life after Fed Tapering. The Dow was up 1.45% last week, while the S&P 500..

Tuesday, October 12, 2021

SUPPORTING LOCAL BUSINESS IN A CRISIS Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video. https://www.brewerwealth...

Monday, October 4, 2021

Everything but Energy stocks and Mid & Small Cap stocks ended the week lower. The Dow was down 1.56% last week, while the S&P 500 lost 2.61%, the Nasdaq was down 3.73%, while the Russell 2000 lost 0.28%. Bonds mostly declined for the....

Monday, October 4, 2021

BEHAVIORAL FINANCE An amusing and whimsical look at behavioral finance best practices for investors

Monday, September 27, 2021

Monday, September 13, 2021

Making a Charitable Contribution Why sell shares when you can gift them? If you have appreciated stocks in your portfolio, you might want to consider donating those shares to charity rather than selling them. Donating appreciated...

Monday, September 13, 2021

Last Week’s Highlights: Markets were down slightly before falling off considerably on Friday. The Dow was down 2.47% last week, while the S&P 500 lost 2.04%, the Nasdaq was down 1.93%, and the Russell 2000 lost 3.27%. Bonds were stable...

Tuesday, September 7, 2021

Tax Efficiency in Retirement Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from...

Tuesday, September 7, 2021

Wednesday, September 1, 2021

Financial Checklist for Fall It’s not just the end of the year holidays that come with a list to check. Now is the time to get your end of year finances together and we’ve put together your very own checklist. However,...

Monday, August 30, 2021

Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can continue before it runs into trouble. Worry...

Monday, August 30, 2021