Broker Check

April News & Events.....Did You Know

April 01, 2023


Monday, April 24th at 2:00 PM  

Through the 1st Quarter of 2023, economic and geopolitical uncertainty created significant turbulence in both the equity and fixed-income markets. The Fed pushed interest rates higher at an unprecedented pace to cool inflation, sending interest rates for a variety of loans, including homes, autos, credit cards, and business debt, up substantially. Uncertainty in the banking sector (such as with Silicon Valley Bank in particular) created still more volatility as regulators and executives worked to provide confidence for depositors.

Please join us for our ongoing updates on the economy with Rachael Crane from City National Rochdale. Lindsey and Rachael will discuss the current economic landscape and expectations for the coming quarters in the midst of this uncertainty and volatility.

Savvy Savings Strategies with 529 Plans

Congress created Section 529 Plan in 1996 in a piece of legislation that had little to do with saving for college--the Small Business Job Protection Act. The law on 529 Plans was later refined in 1997 by the Taxpayer Relief Act, in 2001 by the Economic Growth and Tax Relief Reconciliation Act, and in 2006 by the Pension Protection Act. In this short period, 529 Plans have emerged as one of the top ways to save for college.

529 Plans can provide an attractive option to leverage tax-advantaged dollars to pay for a loved one’s education. Here are some strategies that clients should consider when it comes to getting the most out of a 529 Plan. 


Shred it & Forget It!

Post-Tax Season Shredding Event!

Protect yourself from identity theft by bringing your personal, financial, and confidential documents. Do a little spring cleaning!

Stop by our office on April 20th  from 9:00 am – 2:00 pm.

Please use cardboard boxes or paper bags.  No plastic bags or pre-shredded materials, please.  

For more tips on protecting yourself from Identity Theft CLICK HERE TO LEARN MORE.

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