Trade Brains
JULY 9, 2025
That’s where everyday costs—like housing and transport are rising, squeezing retirees. That’s good, but here’s what it really means: while grocery bills might seem stable, core inflation (excluding food and fuel) sits around 4.17–4.20%. Inflation works like a silent thief, gradually reducing the purchasing power of your money over time.
Carson Wealth
JUNE 9, 2025
It is the second oldest index (the Dow Jones Transportation Average is older) and was first calculated on May 26, 1896 by Charles Dow, co-founder of both the Wall Street Journal and Dow Jones & Company. This is another reason we expect to potentially see this bull market continue with a solid second half of the year.
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Carson Wealth
APRIL 23, 2025
isnt the way to reach long-term investment goals. Rebalancing, staying diversified, and following your investment plan are important concepts to focus on in times like this. The index covers all industries except transportation, real estate and utilities. Chasing the shiny object (get it?)
Trade Brains
JULY 20, 2025
The shift in demand toward metro-linked locales, suburban townships, and transit-oriented development (TOD) types of environments indicates the city’s emergence towards 15-minute cities, facilitating transit access to influence investment, planning and sustainable urban development.
Walkner Condon Financial Advisors
SEPTEMBER 2, 2022
There are many types of accounts for individuals to employ as part of their saving and investment plan – IRAs, HSAs, FSAs, 529 plans, and more. However, there is one account that we haven’t covered before and doesn’t get a lot of attention when considering the alphabet soup of account types – an ABLE account.
Clever Girl Finance
SEPTEMBER 26, 2023
Creating a strong financial plan will help you attain your short term and long-term goals for your finances. Your plan will include: Your goals A debt payoff plan An emergency savings plan An investment plan Even an estate plan You can either use a financial planning template or get creative and make your own.
Workable Wealth
JUNE 24, 2020
The only sectors it doesn’t represent are utilities and transportation (which have their own index). . But before investing, it’s important to know how the system works so you and your financial advisor can create a portfolio that truly reflects your needs. . Need help with your investment plan? Give us a call today. .
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