What is a Market Index? 

“The market hit another new all-time high.”  “The market is in the midst of one of the longest growth periods in history.”  “Why are my returns different from the market?” We’re constantly bombarded with headlines referring to the performance, good...

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What is an IRA?

An IRA (Individual Retirement Arrangement) is a tax-advantaged investment account intended to be used for the goal of retirement. You’ve likely heard the term or may even have your own IRA, but what makes these accounts unique? How is an...

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3 Reasons Refinancing Your Home Might Make Sense

Refinancing your mortgage loan can be affordable for many homeowners. Between the price of your utilities, your property taxes and the general upkeep of your home, cutting costs on your monthly mortgage payments could be a viable choice for saving...

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The SECURE Act – Blooom’s take

On Dec 20, 2019 President Trump signed into law the Setting Every Community Up for Retirement Enhancement (SECURE) Act. Clearly, some of the act’s provisions are designed to raise tax revenue, but a few of the changes are taxpayer-friendly measures...

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Decade PastCast: Sunshine and rainbows! But hindsight is always 2020

Given the fact that we just closed the door on a quarter, year, AND a decade, we have a special “Decade” edition of the PastCast for you this time around. Looking back on the last ten years and how far...

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