Contact Us

Contact Us

NEWSROOM

CONTACT US

Recent Federal Reserve Update: What It Means for You

Published June 14, 2024 201 Views

Recent Federal Reserve Update: What It Means for You
Recently, the Federal Reserve has made significant announcements regarding its monetary policy, holding interest rates steady at their current level. Here's a simplified breakdown of what this means and how it could impact you. Current Policy and Future Projections The Federal Open Market Comm...

Read More

Financial Retirement Planning: Navigating the Unknown

Published June 13, 2024 209 Views

Financial Retirement Planning: Navigating the Unknown
Retirement is a phase of life that many of us look forward to—a time to relax, pursue hobbies, travel, and spend quality time with loved ones. However, the path to a secure and comfortable retirement is often shrouded in uncertainty, and this unknown can be a significant source of stress. The Str...

Read More

Biden Capital Gains Proposal Of 44.6% - What You Need to Know

Published April 26, 2024 1676 Views

Biden Capital Gains Proposal Of 44.6% - What You Need to Know
I’ve thought a lot lately about the difference between perception and reality – said differently, the way we think things are vs. the way things actually are. Social media is a great example. We see a photo posted from a friend’s vacation and are immediately jealous and wish we were there too. W...

Read More

The Wade Group April 2024

Published April 9, 2024 1641 Views

     Listen to the newest Wade into Wealth Podcast today!  Listen Now

Read More

Spring Forward in 2024

Published April 3, 2024 419 Views

Read More

Deciphering NVIDIA's Earnings Report and the Surge in AI Stocks

Published February 22, 2024 1454 Views

Deciphering NVIDIA's Earnings Report and the Surge in AI Stocks
Let's take a closer look at the recent earnings call from NVIDIA Corporation, a prominent player in the field of artificial intelligence (AI) hardware and software. It's helpful to understand developments and discern their implications for AI stocks and the broader market landscape while determining...

Read More

Capital One Is Buying Discover Financial for $35 Billion

Published February 20, 2024 1002 Views

Capital One Is Buying Discover Financial for $35 Billion
Mergers and acquisitions often make headlines, reshaping the industry and influencing the way we manage our money. Recently, one such acquisition sent shockwaves through the financial sector: Capital One's acquisition of Discover. This move is poised to redefine the credit card and banking industry....

Read More

New Law in New York Protects Shoppers from Hidden Credit Card Fees

Published February 13, 2024 499 Views

New Law in New York Protects Shoppers from Hidden Credit Card Fees
As of Sunday, February 11th,  a new law in New York is making sure that when you use your credit card for a purchase, you know exactly what you're paying for. Governor Kathy Hochul signed this law on December 13, 2023, to protect consumers from surprise charges. Now, businesses that add a fee whe...

Read More

Navigating Sensitive Conversations: A Guide for Adult Children and Aging Parents

Published February 12, 2024 676 Views

Navigating Sensitive Conversations: A Guide for Adult Children and Aging Parents
As our loved ones grow older, it becomes increasingly important to have open and honest conversations about their wishes and plans for the future. From discussing personal information to addressing legal and financial matters, these conversations can be challenging but are essential for ensuring a s...

Read More

Budgeting for the Year Ahead: Tips for Creating a Realistic Budget

Published January 18, 2024 1163 Views

Welcome to a new year, a fresh start to align your finances and set the stage for financial success. Creating a realistic budget is not just about numbers; it's a tool to empower you in managing your money wisely. Let's dive into some tips to help you craft a budget that works for you. 1. Start w...

Read More

Learn How We’ll Be There for You.
Schedule Time to Meet with Us Today.

Contact Us