Blog
Back-to-School Season: Let’s Talk About College Tuition Planning
Back-to-school season is the perfect time to plan ahead. From 529s to hybrid payment strategies, discover ways to make college affordable without sacrificing your financial future.
Read More
Fashion Meets Finance- Reconsidering a Potentially Overlooked Alternative Asset
Recently, a 10-minute bidding war for the first Hermès Birkin bag sold for over $10 million. This blog explores how designer bags are becoming sought-after investments, blending style, status, and long-term value in one very chic package.
Read More
American Dream Under Attack?
The annual income required to purchase an average home in the US has reached a record high of $124,200. In contrast, the median household income in the US stands at $79,200, which is a staggering $45,000 less.
Read More
Market Concentration
The MAG 7 companies represent a substantial portion of the overall market capitalization of the S&P 500. In fact, the concentration of the top seven companies today is the highest it's been in 125 years, exceeding 30%.
Read More
Trump First Term vs. Second Term
The S&P 500 had risen by 5% at this stage of Trump's first term. In contrast, it is currently down by 7% since January 20th. This marks a strikingly different beginning to his term.
Read MoreShow All
Election Season: Anxiety Tends to Rise as November Approaches
Key Takeaways As November nears, anxiety and uncertainty often increase. Investors can strategically utilize this pattern by using their cash reserves to purchase stocks just prior to and right after election day. During a U.S....
Read More
Understanding Long-Term Care Insurance: When and Why You Might Need It
"Should I get Long Term Care Insurance?" Many people find themselves wondering about this as they mature later in life. Let's go over who LTCI is right for, what it covers and figure out if it's right for you.
Read More
The Cycle of Investor Emotions
When markets are rising, investors may feel optimistic and even euphoric, leading to risky behavior. Conversely, during market downturns, fear and panic can take over, causing investors to sell at a loss or abandon long-term strategies.
Read More2023 Market Review and 2024 Financial Outlook
Rulla Nehme Pontarelli CFP®, ChFC®, CASL® Managing Partner of Royal One Financial Group, and Marcin Krolikowski PhD, CFA® Co-CIO of AMP Consulting Group review the market moves of 2023 and discussed their opinions for the outlook of 2024.
Read More