An investment portfolio is a vehicle to help you achieve your financial goals. Like a car that takes you to your target destination, an investment portfolio requires some occasional maintenance to operate properly and run efficiently. It is easy to put off and...
Lucas Bucl, Chief Investment Officer at Aspyre shares insights on CBSNews regarding the best low-risk investment that offers high returns. “CDs through FDIC-insured banks are offering competitive yields,” says Lucas Bucl, a certified financial planner at...
The SECURE Act 2.0 Has Taken Effect Here’s What You Need to Know Most changes from the SECURE Act 2.0 are set to go into effect in 2024 or later. We are here to guide you through those changes so adjustments can be made as necessary to help keep your long-term...
Kansas City fans are excited to see their hometown heroes, the Chiefs, back in the Super Bowl this year, but some say that a Chiefs win would be bad for the stock market. What?!!? Does the winner of the big game influence the stock market somehow? There is an old...
Series I Bonds – What You Need to Know and Are They for You? You may have seen a headline or two about Series I Bonds this year. There is a good likelihood you have not heard much about these bonds in the past. The reason for their recently popularity is Series I...
