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Retirement Savings in a Volatile Market

Donna Stewart2025-02-17T17:45:44+00:00November 8th, 2022|Investing, Newsletter, Retirement Planning|

If you find yourself worrying day after day about your retirement investments during market downturns, you’re not alone. Unfortunately, emotions are often the enemy [...]

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Baseball Lessons That Might Help Change Up Your Finances

Donna Stewart2025-02-17T17:45:44+00:00October 31st, 2022|Newsletter|

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could [...]

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What Does a Strong Dollar Mean For Our Economy?

Investra2025-02-17T17:45:44+00:00October 24th, 2022|Newsletter|

It's a hot topic! In late September, the U.S. dollar hit a 20-year high in an index that measures its value against six major [...]

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  • Need Guidance With Open Enrollement?
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    Need Guidance With Open Enrollement?

    Uncategorized

Need Guidance With Open Enrollement?

Donna Stewart2025-02-17T17:45:44+00:00October 24th, 2022|Uncategorized|

The average cost of health insurance in 2022 is between $313 and $678 per month, depending on the level of coverage! Make sure you choose [...]

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  • October: National Financial Planning Month
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    October: National Financial Planning Month

    Financial Planning

October: National Financial Planning Month

Donna Stewart2025-02-17T17:45:44+00:00October 24th, 2022|Financial Planning|

Whatever your destination, it helps to have a map—and that’s especially true when you’re preparing financially for the journey we call life. Whether your [...]

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  • October: National Women’s Small Business Month
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    October: National Women’s Small Business Month

    Business Owners

October: National Women’s Small Business Month

Donna Stewart2025-02-17T17:45:44+00:00October 24th, 2022|Business Owners|

Women have faced a lot of obstacles in their journey to achieve equal rights, and National Women’s Small Business Month is one way to [...]

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Famous People Who Died Without Proper Planning

Donna Stewart2025-02-17T17:45:44+00:00October 12th, 2022|Estate Planning, Newsletter|

The importance of proper estate planning cannot be overstated, regardless of the size of your estate or the stage of life you’re in. Nevertheless, [...]

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  • Passive, Active, or Both?
    Gallery

    Passive, Active, or Both?

    Investing, Retirement Planning

Passive, Active, or Both?

Donna Stewart2025-02-17T17:45:45+00:00September 26th, 2022|Investing, Retirement Planning|

Index funds, which try to match the performance of a particular market index, have drawn increasing interest from investors, but traditional actively managed funds [...]

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  • 401(k) Day
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    401(k) Day

    Retirement Planning

401(k) Day

Donna Stewart2025-02-17T17:45:45+00:00September 9th, 2022|Retirement Planning|

National 401(k) Day is a day of importance since it prompts us to check in on our nest egg. Unless you're the type who [...]

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  • How To Think About Inflation
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    How To Think About Inflation

    LPLresearch

How To Think About Inflation

Donna Stewart2025-02-17T17:45:45+00:00August 28th, 2022|LPLresearch|

Last week,The Federal Reserve Bank of Kansas City hosted its annual Jackson Hole Economic Symposium, where central bankers, policymakers, academics, and economists from around [...]

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