Resources

These resources are informational pieces only and should not be considered a solicitation nor should any action be based solely on them. The information contained in this section has been obtained from sources believed to be reliable but are not necessarily complete and the accuracy cannot be guaranteed.

This content should be used for information purposes only. Investors should contact us before acting on any of this information to seek our financial advice on their specific situation and the appropriateness of the actions for them. It does not have regard to the specific investment objectives, financial situation and the particular needs of any specific person.

Please contact us to discuss any information contained in this section, or in the case of tax information, your local tax advisor, as it is not our position to offer legal or tax advice.

Recent Articles

Monthly Economic Update: October 2022

Monthly Economic Update: October 2022

In this month’s recap: Stocks dropped as rising bond yields, and recession fears pushed investors to the sidelines. Monthly Economic Update Presented by Brower Financial Group, October 2022 U.S. Markets Stocks trended lower in September as investors retreated in the...

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End-of-the-Year Money Moves

End-of-the-Year Money Moves

Here are some things you might consider before saying goodbye to 2022. Provided by Brower Financial Group What has changed for you in 2022? This year has been as complicated as learning a new dance for some. Did you start a new job or leave a job behind? That's one...

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Monthly Economic Update: September 2022

Monthly Economic Update: September 2022

In this month’s recap: Stocks dropped on renewed fears of higher rates and economic weakening, coupled with some tough talk by the Fed chair.   Monthly Economic Update Presented by Brower Financial Group, September 2022 U.S. Markets Renewed fears of higher rates and...

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What Happens When There Are No Beneficiaries?

What Happens When There Are No Beneficiaries?

Where do those accounts and policies end up? Provided by Brower Financial Group Some accounts have no designated beneficiary. Rarely, the same thing occurs with insurance policies. This is usually an oversight. In exceptional circumstances, it is a choice. What...

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Monthly Economic Update: August 2022

Monthly Economic Update: August 2022

In this month’s recap: Stocks surge on receding inflation and recession worries, and better-than-expected second-quarter earnings. Monthly Economic Update Presented by Brower Financial Group, August 2022 U.S. Markets Stocks posted big numbers in July, erasing some of...

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Required Minimum Distributions 101

Required Minimum Distributions 101

Understanding mandatory retirement account withdrawals. Provided by Brower Financial Group If you are approaching your seventies, get ready for required minimum distributions. You may soon have to take RMDs, as they are called, from one or more of your retirement...

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Monthly Economic Update: July 2022

Monthly Economic Update: July 2022

In this month’s recap: Stocks fell as growing recession talk prompted investors to manage risk in their portfolios. Monthly Economic Update Presented by Brower Financial Group, July 2022 U.S. Markets Stock prices were lower in June as recession talk prompted investors...

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Monthly Economic Update: June 2022

Monthly Economic Update: June 2022

In this month’s recap: A powerful late-month rally helped recoup losses from earlier in the month. Monthly Economic Update Presented by Brower Financial Group, June 2022 U.S. Markets Stocks were mixed in May as a powerful rally in the final week of trading helped...

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Creating a Retirement Strategy

Creating a Retirement Strategy

Most people just invest for the future. You have a chance to do more. Provided by Brower Financial Group Across the country, people are saving for that “someday” called retirement. Someday, their careers will end. Someday, they may live off their savings or...

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Monthly Economic Update: May 2022

Monthly Economic Update: May 2022

In this month’s recap: It was a challenging month for investors as losses in mega-cap tech companies spilled over to the broader market. Monthly Economic Update Presented by Brower Financial Group, May 2022 U.S. Markets April was a challenging month for investors as...

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Financial Glossary