We don’t always get a heads-up when life throws a curveball. Job changes, medical bills, a sudden move—unexpected events can shake up even the most carefully planned finances. That’s where financial resilience comes in. As we wrap up Financial Literacy Month, let’s shift our focus from “learning about money” to “building a life that can […]
Building Financial Resilience: Lessons from Financial Literacy Month Read More »
April is National Financial Literacy Month—a timely reminder that understanding your finances is essential to achieving long-term security and peace of mind. Whether you’re just starting your financial journey or looking to refine your existing plan, this month offers a valuable opportunity to enhance your financial knowledge. Why Financial Literacy Matters Financial literacy encompasses the
Boost Your Financial IQ: Key Concepts Every Adult Should Know Read More »
The Trump administration has made good on the President’s campaign promises to wield the threat of tariffs on allies and adversaries alike as leverage to advance both economic and national security agendas. The administration has said it is prepared to levy hefty taxes on goods coming into the country from its largest and most crucial
How Could Tariff Policies Affect the Economy? Read More »
On Wednesday, April 2, President Trump unveiled his plan to impose baseline, and in some cases, reciprocal tariffs on all imported goods to the United States. The tariff rates were more aggressive than most investors expected, causing an abrupt response from the markets. Most risk assets—those that have a high potential for price volatility—sold off
Market Update: The Trump Tariff Strategy Read More »
Investors entered 2024 anxious. Pundits wondered whether the economy would stall or continue to grow while having to endure higher interest rates. It did not stall, and for now it looks like Chairman Powell orchestrated an elusive soft-to-no landing. As a result, the S&P 500 posted its second consecutive year of greater than 20% returns,
Quarterly Insights: Is U.S. Outperformance Sustainable? Read More »
Investor sentiment has shifted sharply over the first quarter of 2025, driving the U.S. stock markets, as measured by the S&P 500 Index, lower by approximately 10%. The potential catalysts include artificial intelligence disruptions, markets navigating the Trump administration’s policies, particularly tariff policies, and revised GDP estimates. Their common thread is rising uncertainty. After entering
Navigating Recent Market Volatility: The Role of Diversification and Resilience Read More »
Private education has always been a popular option in the New Orleans area – and attendance rates have only increased in the last few years. In fact, 26.1% of students in New Orleans were enrolled in private schools for the 2022-23 school year, up from 25.4% in 2019. I know my wife and I have had
Smart Ways to Fund a Private School Education in Louisiana Without Overpaying on Taxes Read More »
Life insurance tends to be one of those “set it and forget it” financial tools that most people don’t think about. And while you’ve probably heard some pretty scary statistics about people who are underinsured or uninsured (about 102 million Americans – yikes), there are also quite a few people out there who might have
How Much Life Insurance Do I Need? When to Increase and Decrease Your Policy Read More »
With the mandatory auto enrollment rules set to take effect in 2025, employers need to take proactive steps to ensure compliance and minimize potential disruptions. Understanding the necessary adjustments, staying informed on regulatory changes, and planning ahead will help businesses navigate these new requirements smoothly. Key Steps for Employers Review Your Current Retirement Plan
Preparing for Compliance: What Employers Need to Do Now About Mandatory Auto Enrollment Read More »
Once you reach the executive level, your paycheck is probably more than just a salary and a bonus. You likely have access to a range of perks – like stock options, deferred compensation, and extra retirement benefits – that can help grow your wealth and secure your financial future. Despite their importance, there is a
Beyond the Paycheck: How to Leverage Executive Perks for Long-Term Financial Success Read More »