You may have one or both – do you know the difference? By Steven Lewis When I got into the business of f...
By EDWARD JONES If you want to make a big purchase, such as a new car or a piece of property, or you were face...
By STEVEN LEWIS Insurance is like buying new tires or underwear. The only person that appreciates it is the o...
By Edward Jones It’s not as well-known as Halloween, but National Retirement Security week happens every Octob...
By Steven Lewis Undoubtedly, the long-term development of artificial intelligence (AI) and recent release of...
What Should You Expect from Your Investments? To help achieve your financial goals, you may need to invest in...
By Steven K. lewis The week ended with the unusual mid-day Friday FDIC takeover of SVB (usually these happen a...
On one hand, the coronavirus has brought out the best in us. People across the country are pitching in to help others, from providing protective masks to health care workers to holding video... Read more
As we go through the coronavirus crisis, we are all, first and foremost, concerned about the health of our loved ones and communities. But the economic implications of the virus have also we... Read more
If you’ve had an IRA or 401(k) for a long time, you’re probably pretty familiar with the rules governing withdrawals and contributions – because, for the most part, they haven’t changed in y... Read more
Recently, we’ve seen an increased interest in mindfulness, although the concept itself is thousands of years old. Essentially, being mindful means you are living very much in the present, hi... Read more
Like many people, you may spend decades putting money into your IRA and your 401(k) or similar employer-sponsored retirement plan. But eventually you will want to take this money out – if yo... Read more
If you want to help pay for your children’s college educations, you might want to consider contributing to a 529 plan. With this plan, your earnings grow federally tax-free, as long as the w... Read more
We’re officially in autumn – the season when we bring in what we planted in the spring. But the concept of planting and gathering isn’t confined to agriculture. In fact, it can be used in ma... Read more
How were you raised to perceive money? As a child through unforeseen circumstances, my mother was left raising three young children. There were times when we were asked to look through ou... Read more
Summer is here – and so is vacation season. Americans spend a lot on their summer getaways – more than $100 billion in 2017 alone, as reported in Travel and Leisure magazine. When you hit th... Read more
Do you like hats? I do, especially as Summer comes around. You might say that my “Irish Blood” instinctively draws me away from the sun, perhaps it is because I am now in the ‘50’ club, or... Read more
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