News & Information

End-of-the-Year Money Moves


End-of-the-Year Money Moves


Here are some things you might consider before saying goodbye to 2020. Provided by Brower Financial Group. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one...

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Managing Money as a Couple


Managing Money as a Couple


What are the keys to prepare to grow wealthy together? When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult. At some...

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Patience with the 2020 Election Looming

Patience with the 2020 Election Looming

The upcoming election is prompting some people to reconsider their investment strategy. In fact, 45% of consumers with $100,000 or more investable assets expect to make changes to their portfolio due to the upcoming 2020 presidential election.1 But if history is any...

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Election 2020

Election 2020

Managing Your Emotions. Provided by Brower Financial Group 45% of consumers with $100,000 or more investable assets expect to make changes to their investments due to the upcoming 2020 presidential election.1 No matter how you look at it, that’s a startling statistic....

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Annual Financial To-Do List

Annual Financial To-Do List

Things you can do for your future as the year unfolds. Provided by Brower Financial Group What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you...

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Monthly Economic Update: September, 2020

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

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


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

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

“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

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


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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