News & Information

Monthly Economic Update: September, 2020

In this month’s recap: Stocks prices surged in August as investors cheered positive news of a potential COVID-19 treatment and welcomed a month-long succession of upbeat economic data. Monthly Economic Update Presented by Brower Financial Group, September 2020 U.S....

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Dow 30 Changes Its Starting Lineup

Dow 30 Changes Its Starting Lineup What you should know about the change. Provided by Brower Financial Group. The Dow Jones Industrial Average (DJIA), one of the most widely followed stock market indices, has made some key changes to its starting lineup....

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Why Roth IRA Conversions May Now Be Advantageous


Why Roth IRA Conversions May Now Be Advantageous Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Provided by Brower Financial Group. Roth IRAs have attracted retirement savers since their introduction in 1998. They offer...

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Understanding Summer Volatility

Don't Overreact in August Understanding summer volatility  One of my favorite Wall Street quotes is from Mark Twain, who said: “October: This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November,...

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“Backdoor” Roth IRAs

If you make too much money to open a Roth IRA, you could create one this way. Provided by Brower Financial Group. You can sum up the appeal of a Roth IRA in three words: federal tax benefit. Potential earnings in a Roth IRA grow tax-free as long as the owner abides by...

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Quarterly Economic Update

In this Q2 recap: the economy measures the impact of the coronavirus threat; the stock market rises with help from a dovish Federal Reserve and a rebound in some economic indicators; oil prices and mortgage rates touch historic lows. Quarterly Economic Update A review...

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Retirement Plan Options for Small Businesses


The SECURE Act and CARES Act may complicate the decision. Provided by Brower Financial Group.  As a small-business owner, figuring out retirement choices can be a little intimidating. How do you pick the most appropriate retirement plan for your business as well as...

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How Should Pre-Retirees View Illiquid Assets?

Retirement InSight Monthly News and Information for Current and Future Retirees Presented by: Brower Financial Group HOW SHOULD PRE-RETIREES VIEW ILLIQUID ASSETS? Some people approach their retirement years owning illiquid assets worth more than their liquid ones....

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Disability Insurance Awareness

May Is Disability Insurance Awareness Month What it is, and why it's important. Provided by Brower Financial Group Did you know that May is Disability Insurance Awareness Month? First started in 2007, the month of May was the first time that information about...

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A Stock Market Lesson to Remember

A Stock Market Lesson to Remember Confidence can quickly erode, but it can also quickly emerge. Provided by Brower Financial Group Undeniably, spring 2020 has tried the patience of investors. An 11-year bull market ended. Key economic indicators went haywire....

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Retirement InSight – April, 2020

Monthly News and Information for Current and Future Retirees
 Presented by Brower Financial Group- April 2020 Quote of the Month “There are no mistakes. The events we bring upon ourselves, no matter how unpleasant, are necessary in order to learn what we need to...

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Monthly Economic Update

In this month’s recap: The CARES Act moves to assist Americans quarantined by COVID-19, providing relief with a $2T stimulus package; markets worldwide react to coronavirus-related volatility. Monthly Economic Update THE MONTH IN BRIEF The Coronavirus Aid, Relief, and...

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