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Covering Digital Assets in Your Estate Plan
The digital age is a rapidly shifting landscape, affecting everything from how we stay connected to our loved ones to how we bank. It’s no surprise that changing technology and lifestyles warrant adjustments to the way we...
Read MoreBuilt to Last: Retirement Planning 101
We’re all familiar with the cautionary tale of the three little pigs; a few curly-tailed pals build their houses with varying construction materials. Retirement planning is much the same. We plan and build and try to choose the...
Read MoreSecuring 2023: What the SECURE Act 2.0 Means for You Right Now
The financial community has been abuzz over the SECURE Act 2.0 updates that the Biden administration recently put into effect.
Read MoreSprucing Up Your Finances for Spring
Spring is in the air, with a flurry of activity underway. You’ve got yard work to do and a cleaning list a mile long, but before you tackle reorganizing the garage, have you thought about the state of your finances? End-of-life...
Read MoreTips on Teaching Kids Financial Literacy
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.
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Songs About Finances
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...
Read MoreWeekly Market Update 5/23/22
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…
Read MoreHow to Conquer the World
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
Read MoreWeekly Market Update 5/16/22
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%...
Read MoreWhat is Cryptocurrency?
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...
Read MoreRetirement Through Your Eyes
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...
Read MoreWeekly Market Update 3/28/22
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…
Read MoreWeekly Market Update 3/21/22
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…
Read MorePullbacks, Corrections, and Bear Markets
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...
Read MoreWeekly Market Update 3/7/22
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...
Read MoreThe Fed Eyes Ukraine
As global energy prices fluctuate and the Fed ponders its next move, concerned investors have questions.
Read More10 Tips for Women to Keep in Control of Their Finances
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.
Read MoreFive Most Overlooked Tax Deductions
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....
Read MoreWeekly Market Update 2/28/22
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…
Read MoreWeekly Market Update 2/22/22
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….
Read MoreWeekly Market Update 2/14/22
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…
Read MoreDo I (Should I) Have All the Tax Documents I Need?
Like it or not, it’s tax season once again.
Read MoreWeekly Market Update 02/07/22
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…
Read MoreSCAMMERS ARE GETTING SMARTER IN 2022: 5 WAYS TO SPOT THEM ONLINE, OVER THE PHONE AND IN PERSON
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...
Read More4 Steps to Protecting a Child with Disabilities
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
Read MoreWeekly Market Update 1/31/22
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….
Read More7 Best Podcasts for Thrifty Travelers
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...
Read MoreWeekly Market Update 1/24/22
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%...
Read MoreWeekly Market Update 1/18/22
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….
Read MoreLifevesting: A Memo for Heirs
Our Lifevesting: Memo for Heirs is the perfect way to make sure your assets fall into the correct hands once you’ve passed.
Read MoreHow to Invest in Your Health in 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...
Read MoreWeekly Market Update 01/10/22
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%....
Read MoreWeekly Market Update 1/3/22
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….
Read MoreYour 2022 Tax Filing Season To-Do List
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...
Read MoreWeekly Market Update 12/27/21
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….
Read MoreWeekly Market Update 12/20/21
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...
Read MoreInflation and The Real Rate of Return
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...
Read MoreWeekly Market Update 12/13/21
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....
Read MoreWeekly Market Update 12/6/21
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…
Read MoreStocking Stuffer Tips
The holiday season has begun and we’ve got some helpful tips to stuff your stockings to the brim...with financial advice of course.
Read MoreWeekly Market Update 11/29/21
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…
Read MoreBiden Signs New Infrastructure Bill
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...
Read MoreWeekly Market Update 11/22/21
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......
Read More10 Tips for Effective Time Management
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...
Read MoreWeekly Market Update 11/15/21
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….
Read MoreHelpful Retirement Strategies for Women
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...
Read MoreWeekly Market Update 11/08/21
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...
Read MoreThe 411 on Cryto Currency
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?
Read MoreWeekly Market Update 11/01/21
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..
Read MoreRetirement and Quality of Life
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
Read MoreWeekly Market Update 10/25/21
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%....
Read MoreFive Most Overlooked Tax Deductions
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....
Read MoreWeekly Market Update 10/18/21
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...
Read MoreTeach Kids About Finance
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..
Read MoreWeekly Market Update 10/11/21
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..
Read MoreSUPPORTING LOCAL BUSINESS IN A CRISIS
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...
Read MoreWeekly Market Update 10/4/21
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....
Read MoreBeahvioral Finance 101 (Video)
BEHAVIORAL FINANCE An amusing and whimsical look at behavioral finance best practices for investors
Read MoreMaking a Charitable Contribution
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...
Read MoreWeekly Market Update 9/13/21
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...
Read MoreTax Efficiency in Retirement
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...
Read MoreFinancial Checklist for Fall
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,...
Read MoreWall of Worry
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...
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