Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.
Dan Westin, CFP®, and CEO of QA shares his thoughts on what variables are important to consider when developing your investment plans.
Americans are on the move. Whether due to changing job arrangements, including the flexibility to work remotely, or a desire to be closer to family, there has been significant transition and activity in the housing market. If you are contemplating a move out-of-state, check out this worksheet to help you consider all the variables to making a good decision.
Periods of heightened volatility during equity market selloffs have traditionally been accompanied by falling interest rates, which typically drives fixed income prices higher. This can result in a counterbalancing effect for portfolios that are experiencing losses from equities. This is the principle behind why equities and fixed income are combined to create a balanced portfolio.
With 30-year mortgage rates hovering in the 3% range and the S&P 500 Index up over 15% year-to-date (through July 15, 2021), many who have large sums of cash on hand are asking: Should I pay off my mortgage, or invest in the markets? If you find yourself asking that question, here are some things to consider.
Homeowners all across the country are evaluating their mortgages in light of the historically low interest rates and elevated home values. This Pathfinder can help guide you through the relevant issues.
Sometimes a simple conversation among professionals can glean a helpful array of information. Here’s a conversation between John Wing, Founder of QA Wealth Management, and Christian Ray, CFP, QA’s Director of Client Engagement, about the Secure Act legislation and some of its central provisions.
Evaluating your life and health insurance is an important exercise. This Pathfinder checklist can help you think through the various issues.
Here are important dates to know for 2021.
Evaluating your life and health insurance is an important exercise. This Pathfinder checklist can help you think through the various issues.