Where to Save First

Where to Save First  I created this list to help you decide what order to start investing your money. Before investing, I recommend having an emergency savings fund so you can access cash quickly if needed. 1. 401(k) Match Contribute enough money to receive your full...

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Financial Tips for New College Students

College is the time to try new things, meet new people, and enjoy new experiences. With all your new freedom comes more responsibility. Managing your finances is one of those responsibilities and if you plan accordingly you will be off to a great start! 1. Lay out...

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What is going on with Tesla?

What is going on with Tesla? A year ago, Tesla traded at 225 and the company’s CEO, Elon Musk, was under constant scrutiny from the public and short sellers. Now, Tesla trades at over 2,000 per share! Growth Tesla is up 403% YTD and +1,040% since June 2019. If you...

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Four Chart Friday

1) Apple Craze Apple hit a $1.93 trillion dollar market capitalization this week. Currently, Apple is the largest publicly traded company in the United States. Below you can see their revenue through the years and the percent from each category. *Revenue and Net...

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Midyear Outlook 2020: The Trail to Recovery

  LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president! It’s still...

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Market Rally 2009 vs 2020

Market Rally 2009 vs 2020

So far, the market rebound during 2020 has looked similar to what we saw following the market bottom in 2009. Many people were surprised to see such a quick recovery when economic conditions are still shaky. In the chart below, I compared the percent change from the...

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Mortgage Rates Are Down. Should You Refinance?

For today’s homebuyer, mortgages are cheaper than ever. The average rate on a 30-year fixed mortgage fell to 3.29% in early March, the lowest level recorded in almost 50 years. And 15-year mortgage rates came in even lower, averaging a mere 2.79%.1 These exceptionally...

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Plan to Rise Above®

Welcome to the Plan to Rise Above® Blog. Continue to check back for new and exciting content in the world of financial planning, wealth management and personal finance.

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