Blog
The Cost of Procrastination
Some of us share a common experience. You're driving along when a police cruiser pulls up behind you with its lights flashing. You pull over, the officer gets out, and your heart drops. “Are you aware the registration on your car has expired?” You've experienced one...
Pullbacks, Corrections, and Bear Markets
When the market drops, some investors lose perspective that downtrends and uptrends are part of the investing cycle. When stock prices break lower, it's a good time to review common terms that are used to describe the market's downward momentum. Pullbacks. A pullback...
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now. You may be wondering if it's time to draw up a will. Even if you don't have a large net worth. Watch video...
Ask Triangle – April 7, 2023
Market Updates While the Federal Reserve expects inflation to begin slowing down, it may still take a while as consumer spending tightens and job growth slows. Credit also continues to tighten, which affects all rate-sensitive sectors, especially housing. Home sales...
Five Most Overlooked Tax Deductions
Five overlooked tax deductions to help manage your tax bill. Who among us wants to pay the IRS more taxes than we have to? While few may raise their hands, Americans regularly overpay because they fail to take tax deductions for which they are eligible....
Ask Triangle – March 3, 2023
Market Updates The current U.S. economy is doing well with unemployment at a 50 to 60-year low and strong consumer spending. Manufacturing numbers are stagnant, supply-chain issues are freeing up and gas prices remain in a neutral price range. However, consumer...
Countdown to College
As a parent, you of course want to give your child the best opportunity for success, and for many, attending the “right” university or college is that opportunity. Unfortunately, being accepted to the college of one’s choice may not be as easy as it once was....
9 Facts About Social Security
There are things about Social Security that might surprise you. Social Security's been a fact of retirement life ever since it was established in 1935. We all think we know how it works, but how much do you really know? Here are nine things that might surprise you....
Your Emergency Fund: How Much Is Enough?
Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing, and your family ends up on a first-name basis with the nurse at urgent care. Then, as you're driving to work, you see smoke coming from under your hood. Bad things...
