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Money Moves

two football helmets face each other

02.08.22

2022 Annual Big Game Predictor

Once again, it is time to roll out the much-anticipated Super Bowl Stock Market Forecast. As some of you may remember, Robert Stovall, an equity analyst for EF Hutton, published a bizarre statistical anomaly in the mid-1970s. He found that in years where an original NFL franchise won the Super Bowl, the stock market would go up.
plant growing in a jar full of coins

12.27.21

An introduction to 401(k) plans

There are many ways to save for your retirement, and the time-tested 401(k) is one of the most popular. The retirement account, however, is still underutilized. A whopping 59% of employed Americans have access to a 401(k), and yet only 32% are investing in one.
scissors cutting up a credit card

12.17.21

Five things you can do to get out of debt

If you’re in debt — even a little bit — don’t worry, because you’re not alone. More than 80% of Americans are in debt, some with small and manageable debts, and some with debts that loom over them like a storm cloud.
a plan for an emergency fund and some coins

12.10.21

How to create an emergency fund (before the emergency)

Name an emergency situation with a relatively large price tag. If you answered roof repair or replacement (or any major home repair), a new transmission for your car, emergency medical expenses not covered by insurance, or living expenses after a job loss, you have a good understanding of what an emergency fund can be used for — and how important it is to have one.
magnify glass showing the words Fraud Detected

12.06.21

How to protect your identity and spot signs of fraud

Your identity is a valuable piece of information. In the right hands (yours), it can be used to open a bank account, obtain a credit card, or apply for insurance benefits. In the wrong hands, it can do all of those things, and more.
Lady Justice balancing the scales

10.14.21

Tax Law Changes: The American Families Plan and how it might impact you

President Biden’s ambitious American Families Plan is billed as “an investment in our kids, our families, and our economic future.” That investment comes to life in the form of programs designed to help families cover the basic expenses with which so many struggle, lowering health insurance premiums, and continuing the American Rescue Plan’s historic reductions in child poverty.
three generations of males together in a park

10.12.21

Tax Law Changes: A closer look at estate and gift taxes

Part three of our four-part series on 2021 tax law changes is a topic that might not impact everyone, but if it does impact you, it’s important to understand what changes are in store. The topic at hand is proposed estate and gift taxes.
two hands shaking

10.07.21

Tax Law Changes: A closer look at corporate taxes

A few days ago, we kicked off our four-part series on tax law changes with a look at what’s in store — or at least what’s proposed — for your personal income taxes. Today, we shift financial gears to corporate taxes. (Future articles will look at the American Families Plan and estate and gift taxes.)
Financial document and a magnify glass

10.05.21

Tax Law Changes: A closer look at individual taxes and what the changes mean for you

A new presidential administration often means a variety of new tax law changes. In this four-part series, we’ll offer a closer look at some of the tax law changes being proposed by President Joe Biden and the House Ways and Means Committee. The series will include a review of the American Families Plan, estate and gift tax changes, corporate tax changes, and today’s post — individual tax changes.
a sports car in front of a opulent home

09.30.21

Why keeping up with the Joneses is never a good idea

Your neighbor just bought a new 21-foot bass-fishing boat (and a new truck to tow it). Your sister just posted more pictures of her luxurious vacation to Barbados (for the fourth time this week). And your best friend just upgraded his man cave with not one, but FIVE vintage arcade games (including Donkey Kong). If you’re feeling a little jealous — and maybe even feeling the urge to run out and upgrade your own possessions to maintain the same social status — don’t worry, that’s normal.
mother teaching child about money

09.20.21

How to teach kids financial responsibility with an allowance

The debate over whether to give kids an allowance is as old as the practice itself, but the benefits of giving kids an allowance are clear. Kids who get an allowance are more financially savvy later in life than those who don’t, and are less likely to abuse credit as adults.
financial advisor speaks to husband and wife

09.16.21

Money myths: My partner manages our finances, so I don't need to think about it

In this new Money Moves series, we’ll tackle money myths (trust me, they’re everywhere) and reveal the enlightening truth behind them. Up first is a financial misconception that we is heard far too often: “My partner manages our finances, so I don’t need to think about it.”
coins falling into a piggy bank

09.07.21

A closer look at the link between money and happiness

Can money buy happiness? It’s difficult to answer that question, but we do know this: Money — the mismanagement of it and the lack of it — can cause stress.
ben franklin with a surgical mask on

05.03.21

Post Covid Investing: Time for a Deeper Look

As the worst of the pandemic gradually recedes, investors are statistics that will, on their face, seem outlandish. Year over year comparisons will be stunning in notional terms. Economic indicators will also post extraordinary readings. But, like most things, true understanding requires a deeper examination, which is an important prerequisite to making smart, impactful decisions.
global stock market

04.26.21

First quarter 2021 economic review and outlook

In this first quarter of 2021, the weather has broken, vaccine delivery is accelerating and we are starting to feel a sense of freedom may just be over the horizon. Here’s a review of the first quarter of 2021 and an outlook of what’s to come:
Smiling man with a papers in hand on phone

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