May 22, 2018
When was the last time you talked to your kids about money? If you’re like many parents, the thought of having a money talk probably sends you into a cold sweat – even more so than having “the birds and bees” talk. When should you start the conversation? The...
Apr 5, 2018
During Q1, Mr. Market sure did his best to compensate for 2017’s lack of volatility. The S&P 500 Index ETF was up +5.6% in January, followed by -3.6% and -2.7% in February and March, respectively. Does this mark the end of the bull market? The short answer...
Feb 9, 2018
Parents all know that paying for college is hard. It’s expensive, and the price tag keeps climbing—tuition rises faster than inflation and has more than doubled in the past 30 years. It can also be confusing to navigate the sea of federal loans, institutional aid, and...
Jan 26, 2018
Wow. What a year! The bull market in equities caught fire around the world, with the S&P 500 ETF up +21.7% and international markets as represented by the Europe, Australasia and Far East Index ETF (EFA) up +25.1%! With rising interest rates and continued...
Dec 15, 2017
As of this week, the House and Senate leaders have reconciled their two versions of the Tax Cuts & Job Act. This is the biggest change to the tax code in over three decades. The plan has been controversial since its inception, with analysts suggesting (and the...
Dec 14, 2017
‘Tis the season for hot cocoa, holiday festivities, and getting your financial ducks in a row. Here is Alexis Advisors’s year-end checklist to help you plan ahead while looking back on another year passed. 1. Schedule a meeting with your financial advisor...
