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Blog

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Alex Ralicki | Jun 29, 2021

Making the Most of Your Tax Return

Finanace
Investment Planning
Taxes

Tax season is officially over, and many of us are looking forward to our tax returns hitting our bank accounts. While some may choose to spend their return on a

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Alex Ralicki | Jun 29, 2021

Weekly Market Update 06/28/2021

ECONOMIC AND STOCK MARKET COMMENTARY
Investment Planning
market commentary
Stock market

The Federal Reserve is getting into position to move the goal posts. True, it doesn’t plan to shift them dramatically, but it does seem likely to do so modestly

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Alex Ralicki | Jun 21, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Business Planning
Finanace
Investment Planning
Retirement
Stock market
Taxes

When thinking about our physical health, it’s common for people to take a holistic approach—that is, we think about ways we can practice being healthy overall

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Alex Ralicki | Jun 21, 2021

Weekly Stock Market Update 06/21/2021

ECONOMIC AND STOCK MARKET COMMENTARY
Finanace
Investment Planning
market commentary
Retirement
Stock market

Inflation is heating up, with the Consumer and Producer Price Indexes surging by 0.6% and 0.8%, respectively, in May. Worse still, prices were up 5.0% and 6.6%

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Alex Ralicki | Jun 7, 2021

Living the Dream: How to Plan for Your Ideal Retirement

What would you do with your time if you weren’t working 40 hours every week? Everyone has a different idea of what they want retirement to look like, whether it

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Alex Ralicki | Jun 7, 2021

Weekly Market Update 06/07/2021

ECONOMIC AND STOCK MARKET COMMENTARY
Investment Planning
market commentary
Stock market

Inflation is a hot topic on Wall Street these days, with key economic reports showing notable increases in pricing pressures. Specifically, the price index for

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Alex Ralicki | May 24, 2021

Weekly Market Update 05/24/2021

ECONOMIC AND STOCK MARKET COMMENTARY
Investment Planning
market commentary
Stock market

Inflation is becoming a concern for Wall Street, with April data on producer (wholesale) and consumer prices proving unsettling. Specifically, the Producer

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Alex Ralicki | May 24, 2021

The Pros and Cons of Investment Apps

Finanace
Investment Planning
Retirement
Stock market

Investing your money is easier than ever in this digital age. Gone are the days of having to call or visit a financial professional in person. Now, most

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Alex Ralicki | May 4, 2021

Weekly Market Update 05/03/2021

market commentary
Stock market

There’s plenty of good news to go around, with one release after another pointing to increasing levels of business activity. Leading the way as April closed out

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Alex Ralicki | May 4, 2021

When will child tax credit payments start? Checks set to roll out in July, IRS says

Taxes

American families are set to receive a more generous child tax credit for 2021.

Starting in July, the IRS will begin sending out monthly payments of $250 or

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Alex Ralicki | Feb 22, 2021

Understanding Exchange-Traded Funds

Education
Finanace
Investment Planning
Stock market

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

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Alex Ralicki | Feb 22, 2021

Quarterly Economic Review 02/22/21

ECONOMIC AND STOCK MARKET COMMENTARY
market commentary
Stock market

It has been an unprecedented 12 months. True, 2020 started out routinely enough with just an orderly deceleration in business activity during the winter. But a

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