Technology enables immediate access to everything wherever and whenever we want it. In many cases, such as staying in touch with friends and family, or learning about world events, that’s a good thing. However, when it comes to investing and money management, my fear is that faster and easier ways of investing will allow people to lose more money faster and easier.
Global financial markets regain positive momentum during Q4, mitigate worst year for a balanced portfolio since 2008.
To truly have influence in long underserved and under-resourced communities, though, clients must think about giving in their lifetime and beyond. This is a universal truth for anyone who is passionate about leaving the world a better place for future generations.
There are a lot of December 31st deadlines, so don’t wait too long to plan!
April is celebrated as the Financial Literacy Month. This started back in 2004, when the U.S. Congress designated April as National Financial Literacy Month. Over the years, many federal and state agencies, credit unions, schools, nonprofit organizations, and socially conscious businesses started participating in this initiative to raise awareness about the importance of financial literacy education in the United States.
The Internal revenue Service (IRS) is mailing letters to some taxpayers who had claimed the 2020 Recovery Rebate Credit (RRC) and may be getting a different amount than they expected.
