…Returns Backing up your tax returns is essential for future reference, especially when applying for loans, mortgages, or financial accounts. Digital copies make it easy to retrieve specific information when…
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Search Results for: Finance Management Made Easy
What Documents Should I Keep vs. Shred?
It’s easy to throw up your hands in exasperation when it comes to filing papers and documents at home, and you’re likely tempted to shred everything to be done with…
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5 Ways To Find Your Financial Independence
…to a strict budget will feel hard at first. However, over time, consistency with your spending habits will make following a budget easy and natural. Holding yourself accountable can help…
Read MoreLaura L. Bolton
…Corporate Finance and Investment Analysis. Prior to joining Patriot, she worked as a Corporate Financial Analyst. Laura has experience in all aspects of business management in a variety of settings,…
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2019 Market Review
…MSCI World Small Cap -12.2% 26.8% Source: Bloomberg Barclays, FTSE, MSCI, Refinitiv Datastream, J.P. Morgan Asset Management. All indices are total return in US dollars. Data as of December 31,…
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Fourth Quarter 2022 Market Commentary
…[3] BLS.gov, November 10, 2022 [4] SectorSPDR.com, December 31, 202 [5] WSJ.com, December 14, 2022 [6] Finance.Yahoo.com, January 2, 2023 [7] Finance.Yahoo.com, January 2, 2023 [8] Finance.Yahoo.com, January 2, 2023…
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