Protect Your Assets

8 Smart Money Moves to Make Before the New Year

2022—and tax day, April 15th—are just around the corner, and there are several smart money moves you should consider right now before the year is over to help save money on taxes. From checking your withholding and maximizing your retirement plan and HSA contributions, listen to eight tax tips that could save you money.

The Results of the Stimulus Bill and Consumer Price Inflation Report

What does the stimulus bill mean for you in the markets? All that and more on this week's market report.

The S&P was up 0.3%. NASDAQ had a big drop and came back was off 0.7% for the week. The 10-year treasury finished at 1.57%, and oil is still over $80 a barrel. Stocks had a big drop, and most of the financial media said that it was the result of that hot consumer price index report. But that's not why the market dropped. Find out why on this week's episode.

Financial Tricks not Treats

In this special Halloween episode, find out 5 tricks that you need to be wary of when it comes to your finances. From bad investments, paying excessive fees, or getting duped by fraudsters, these tricks can have a bigger impact on your finances then you think. Find out what else you should be looking out for in this week's episode of Protect Your Assets.

Markets Hits All Times Highs

The Markets had the best October since 2015. After a slight pullback in September, the markets rebounded to finish the month of October at all time highs. With the tax hikes seemingly pushed back, how long can the market stay at such high levels? Find out the answers in this week's Market Recap.

How to Ask Your Parents about their Finances

Are you wondering if your parents are going to be okay financially? It can be a difficult conversation to have without seeming intrusive but it is important. How do you broach the subject? Find out seven questions to ask your parents about their finances in this episode of Protect Your Assets.

Volatility in the Market

The market experienced some volatility this week but all major indexes finished the week slightly up. Oil and Natural Gas prices continue to rise. What else should you be paying attention to? Find out in this week's market recap.

Retirement Checklist

Retirement is one of the most important decisions in life. If you are thinking about retiring you must have a plan to avoid costly mistakes. Find out if you are ready by taking our checklist challenge in this week's episode of Protect Your Assets

 

 

Markets Slow Down

The markets finished the week slightly off as all three major indexes finished the week down. How will increased tax rates impact the economy going forward? Find out what you should be looking out for in this week's market recap.

How to Prepare for Retirement

If you are thinking about retiring within the next few years, you need to make some important decisions. There are so many factors to consider to make sure you maximize your money to make it last. Find out five important decisions you need to make before you retire in this week's episode of Protect Your Assets.

Market Stays Resilient

The Markets had mixed results this year and the 10 year treasury finished the week slightly positive. How will the latest jobs report affect the economy? All these things will be discussed by the fed later this month. How should you prepare to make sure you can handle potential changes to our economy? Find out in this week's market recap.