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

Cash Alternatives for Charitable Giving


Cash Alternatives for Charitable Giving


Thinking about donating? Think of these choices. Provided by Brower Financial Group The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart...

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Retirement In Sight: October, 2021

Retirement In Sight: October, 2021

Monthly News and Information for Current and Future Retirees Presented by Brower Financial Group - OCTOBER 2021 QUOTE OF THE MONTH “The great thing about getting older is that you don't lose all the other ages you've been.” MADELEINE L'ENGLE ROBOCALLS, ROBOTEXTS:...

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Are My Taxes Going to Change?

Are My Taxes Going to Change?

Are My Taxes Going to Change? Wise investors take the “big picture” view. Provided by Brower Financial Group Most likely, you’ve heard what’s brewing in Washington, D.C., called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget...

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The September Effect

The September Effect

Investors ending their fiscal year can lead to some market weakness. Provided by Brower Financial Group The stock market notched its 7th straight month of gains in August, and the Standard & Poor's 500 index has set 53 new highs so far in 2021.1 During August,...

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The Wall of Worry

The Wall of Worry

You've got plenty of choices these days. Provided by Brower Financial Group Have you ever heard the Wall Street expression, "markets climb a wall of worry?" It's the idea that financial markets are constantly on edge. Traders fret about how long a market rally can...

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A Roaring Start to Earnings Season

A Roaring Start to Earnings Season

Favorable forecasts lead analysts to raise their projections for the year ahead. Provided by Brower Financial Group Corporate earnings season has begun, and the results are turning heads on Wall Street. Of the 120 companies in the S&P 500 index that reported...

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Conducting Your Mid-Year Financial Checkup

Conducting Your Mid-Year Financial Checkup

The midpoint of the year is a great time to review your financial position. Provided by Brower Financial Group With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the...

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The Fed Acknowledges Inflation

The Fed Acknowledges Inflation

As inflation climbs, the Fed reacts. Provided by Brower Financial Group At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed...

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Retirement InSight, June 2021

Retirement InSight, June 2021

Monthly News and Information for Current and Future Retirees Presented by Brower Financial Group - JUNE 2021 COULD A SECOND SECURE ACT TWEAK RETIREMENT RULES? When the Setting Every Community Up for Retirement Enhancement (SECURE) Act became law in 2019, it altered...

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College Funding Choices

College Funding Choices

Explore the different ways you can help finance the costs of higher education. Provided by Brower Financial Group How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to...

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Financial Glossary