Stuck in a Rut – The losing streak for the Dow extended to seven weeks the longest such string for that index in decades-while the S&P 500 and NASDAQ fell for the sixth week in a row. Each index dropped around 2% to 3% and the S&P 500 retreated to its...
2022 brings new tax and saving changes that could impact your finances. Updates include standard deductions, retirement-plan contributions, estate, and gift tax changes are the federal government’s effort to the American people feel fewer effects of record-high...
Year-End 2021 Tax Advice. Many of us don’t like paying taxes, and most everyone wants to save money. Our founder Casey Marx was just featured on Money Tips to prepare for the 2022 tax season WTHR 13 NBC Indianapolis telling everyone to start making tax moves...
You have seen over and over again that every few years, the market crashes. Sometimes it crashes hard. For most of your life, you didn’t really care. In fact, if you’re like me, I wanted the market to crash back in those days. Why? Because it was a buying...
How much money do you currently have in the market? All of it? 50% 80%? Did you make a conscious decision to have that particular percentage exposed to market risk? How did you decide stocks, mutual funds, ETFs, bonds, annuities, or maybe a professionally managed...
Our very own Casey Marx was interviewed by Indianapolis Fox 59 News giving out his best 3 mid-year financial planning tips. Here is a summary of the interview. Mid-year is a great time to look at your spending habit for the year. You can start by analyzing your...
