Financial Wellness Center

Mar 27, 2025

The IRS collected a little more than $4 trillion in net taxes (after refunds) in fiscal year 2023. About half was individual income taxes, and around...

Mar 12, 2025

Written By: Nate Garrison, CIO, World Investment Advisors What is causing the recent market volatility and downturn? Rising concerns, initially...

Mar 11, 2025

Since 2022, many homeowners have been reluctant to sell and move because they would have to finance their next homes at much higher rates than they...

Mar 03, 2025

Shaping the future of investing, wealth management and financial planning The world of wealth management is undergoing a profound transformation, as...

Feb 14, 2025

Decision-making is a fascinating and complex behavior. Your mindset plays a crucial role in shaping long-term choices, particularly when it comes to...

Dec 27, 2024

The level of the federal funds rate affects many short-term interest rates, including the yield on money market funds, which invest in high-quality,...

Dec 16, 2024

To help you stay informed, here are five changes you can look forward to in the new year. Higher catch-up contributions for some.As of January 1,...

Dec 10, 2024

Among all of the economic indicators released each month, three reports in particular can move the market: the Employment Situation, gross domestic...

Dec 03, 2024

In moments of unexpected financial turmoil, having access to emergency funds can be the difference between a minor inconvenience and a major life...

Nov 25, 2024

Retail spending during the winter holiday months of November and December accounts for about 19% of total annual retail spending and is even more...

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