…in engineering and management positions with TRW Automotive working in various manufacturing plant locations in the US. Jeff also managed a family business that owned and leased commercial warehouse and…
Read MoreSearch Results for: Finance Management Made Easy
J. Taylor Wortham
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Taylor joined Patriot Investment Management in 2008. Prior to working at Patriot, Taylor earned a Mathematics degree from Vanderbilt University, a Master’s degree from Georgetown University in Physiology and Biophysics…
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Most Common Financial New Year’s Resolutions
by Alex Beale
…financial goals are within reach! Contact your Patriot Advisor for more ways to help reach your financial goals. https://www.investopedia.com/terms/d/debt-avalanche.asp https://www.nerdwallet.com/article/finance/what-is-a-debt-snowball https://www.wellsfargo.com/financial-education/basic-finances/manage-money/cashflow-savings/emergencies/ This content is developed from sources believed to be…
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Global Market Commentary: Year End 2021
…calculated in August 2014. Housing Prices Skyrocket A few days before year-end, the Federal Housing Finance Agency announced that prices rose nationwide in October, up 1.1% from the previous month….
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Q4 2025 Market Insights
by Alex Beale
…which ended the 43-day shutdown, will run out of funds.11 By month’s end, expect attention to focus on how Congress will structure a new spending bill. Finance.yahoo.com, December 31, 2025…
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Q2 2025 Market Insights
by Alex Beale
…April 4, 2025 WSJ.com, April 9, 2025 CNBC.com, April 22, 2025 CNBC.com, May 12, 2025 CNBC.com, May 13, 2025 Finance.Yahoo.com, May 30, 2025 MarketWatch.com, June 5, 2025 CNBC.com, June 24,…
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Retirement Planning Tips For Women Entrepreneurs
by Alex Beale
…Retirement Planning Professional Retirement planning can be complex, especially for female entrepreneurs who are juggling business priorities and personal finances. A financial advisor who has experience working with small business…
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Student Loan Forgiveness: A Timeline Of Events
by Alex Beale
…but we can be sure that most Americans will continue to stay updated on the developments in the coming months. https://www.politifact.com/truth-o-meter/promises/biden-promise-tracker/promise/1595/forgive-student-loan-debt-public-colleges-and-univ/ https://www.cnbc.com/2022/08/24/biden-expected-to-cancel-10000-in-federal-student-loan-debt-for-most-borrowers.html https://www.cnbc.com/2022/08/24/who-qualifies-for-biden-student-loan-forgiveness.html https://studentaid.gov/debt-relief-announcement/ https://nebraskaexaminer.com/2022/09/29/nebraska-ag-joins-five-others-in-suing-the-biden-administration-to-stop-student-debt-cancellation/ https://www.justice.gov/olc/file/1528451/download#:~:text=%C2%A7%C2%A7%201098aa%E2%80%931098ee https://storage.courtlistener.com/recap/gov.uscourts.moed.198213/gov.uscourts.moed.198213.44.0_2.pdf https://www.foxbusiness.com/personal-finance/biden-student-loan-forgiveness-blocked-appeals-court https://studentaid.gov/…
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Is It Too Late To Save For College?
by Alex Beale
…meaningful progress toward funding higher education. You can take proactive steps toward achieving your educational goals by assessing your finances, exploring financial aid options, utilizing tax-advantaged accounts, and creating a…
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The Latest From The Silver Tsunami: Boomer Retirement Stats
by Alex Beale
… https://www.forbes.com/sites/deborahwince-smith/2022/02/25/bracing-for-the-silver-tsunami/?sh=5f6041d233e4 https://www.statista.com/statistics/296974/us-population-share-by-generation/ https://www.nerdwallet.com/article/investing/social-security/average-retirement-age-us# https://smartasset.com/data-studies/where-boomers-moved-2023 https://accessonepay.com/articles/baby-boomers-and-healthcare-challenges/ https://www.morningstar.com/personal-finance/100-must-know-statistics-about-long-term-care-2023-edition https://news.yahoo.com/boomers-moving-cities-golden-years-212544297.html https://www.usnews.com/360-reviews/services/senior-tech-aging-in-place-survey This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not…
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