Dear Financial Insights Friends and Family, The last day to vote for the Best of the South Sound is this Friday, 1/6! Financial Insights Wealth Management won the award for Best Small Business in 2015 and 2021, and our CEO and president, Ali Criss-Kemp, won the award for Best Financial Advisor in 2014, 2015, 2018, […]

MARKETS & INVESTING December 16, 2022 Key Takeaways Resilient consumers help U.S. economy avoid real recession P/E contraction has kept the S&P 500 from new highs Most daily 1% swings for S&P 500 since 2009 As your Investment Strategy Team, the ability to look ahead and anticipate material developments that could alter our economic and […]

Review your eligibility for benefits programs and get organized for the year. Winter 2023 market closures Jan. 16: Martin Luther King Jr. Day Feb. 20: Presidents Day Dates to remember For deadlines that fall on a weekend, action may need to be taken by the preceding weekday. Jan. 18: Fourth quarter 2022 estimated tax payments are due, if […]

The Markets (as of market close November 30, 2022) A late rally at the end of the month helped push stocks higher in November, marking the second monthly advance in a row. Each of the benchmark indexes posted solid monthly gains, led by the Global Dow, which advanced nearly 11.0%. The large caps of the […]

Consider using tax-advantaged accounts to help lower your tax bill. Even in the wake of complex tax provisions, a key to lowering your tax bill is really quite simple: report lower taxable income. Since few of us actually want to earn less, the next option to consider is to stash as much income as you […]

FAMILY & LIFESTYLE Important rental, tax and retirement considerations to consider. The joys of a vacation home, or owning multiple homes in your favorite locations, are many. Spending time with loved ones, in locales near and dear to your heart is a worthwhile pursuit. But of course, they come with maintenance and other considerations, including […]