by Corey Beal | Nov 11, 2022 | Bear Market, Behavior, Diversification, finance tips, financial plan, Financial Stuff, Historical Stock Market, Inflation, Investing, Investing fear, portfolio, Recession, savings, Stock Market Decline & Recession, Stocks, Volatility
Yesterday (11/10/22) happened to be the best day in the stock market since 2020! The U.S. stock market (S&P 500) rose 4.8%, International stocks surged 5%, and publicly-traded REITs increased by more than 6%. Did you hear much about this? I am guessing not as the...
by Corey Beal | Jul 22, 2022 | estate planning, Finance, Finance Industry, finance tips, financial plan, Financial Services, Financial Stuff, health insurance benefits, hourly financial planning, Investing, LGBTQIA+, LGBTQIA+ financial planning, Money Values, portfolio, Random, Retirement, savings, tax payments, tax planning, Taxes, Values, woman owned
I remember exactly where I was and how I felt on June 26, 2015 when the Supreme Court delivered their ruling in Obergefell v. Hodges that “same-sex couples may exercise the fundamental right to marry”. Joy, freedom, happiness, and so many more emotions coursed through...
by Corey Beal | Jun 10, 2022 | 40 Under 40 Award, Award, BIPOC, Finance, Finance Industry, financial plan, Financial Services, Financial Stuff, Fun Stuff, hourly financial planning, Investing, Investment News, LGBTQIA+, Money Values, Random, Retirement, Values, woman owned
Investment News is a publication serving the financial industry with quality content, data, and information on core areas which include Retirement Strategies, ESG/SRI, Regulatory Issues, Diversity, Equity, and Inclusion, and more. They have an extensive reach which...
by Corey Beal | May 19, 2022 | financial plan, Financial Stuff, I-Bonds, Inflation, Investing, portfolio, Random, Retirement, Taxes
Inflation can sound super scary and news channels are ringing the alarm bells for the recent increase in inflation rates. Inflation is represented as the rate at which prices for goods and services are rising which means your dollars won’t buy as much as it has in the...
by Corey Beal | Apr 7, 2022 | Financial Stuff, Investing, Retirement, Stock Options, Taxes
Did you get offered company stock options in 2021?? If so, congrats! If you bought or exercised your stock options, then you need to watch for these common tax pitfalls when filing your taxes. There are a lot of different acronyms and names out there when referring to...
