Category: Epic Insights

Starting a Roth IRA for a Teen

Sep 17, 2021

Roth IRA
This early financial decision could prove helpful over time.

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you. (more…)

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The Bull Market Continues … For Now

Sep 15, 2021

Worries are adding up, even as stocks hit new highs.

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened with very little volatility, as the S&P 500 hasn’t had so much as a 5% pullback since last October. (more…)

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Making Sense of Seemingly Inconsistent Numbers

Sep 13, 2021

Wise investors take the “big picture” view.

It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective. (more…)



The September Market Weakness Effect

Sep 10, 2021

September Market Weakness
Investors ending their fiscal year can lead to some market weakness

The stock market notched its 7th straight month of gains in August, and the Standard & Poor’s 500 index has set 53 new highs so far in 2021.But stormy clouds may be on the horizon as we roll into the September market weakness effect. (more…)

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Cost of Medical Care

Sep 8, 2021

Choosing Medical Care Options
The expense of insuring yourself may be minor compared to the price of surgeries and procedures.

When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current prices for medical care procedures can be sobering.

How much does a CT scan cost? Between $250 to $1,500, depending on where it is performed. Need a stent in your heart? The average cost of that delicate procedure is now close to $20,000. How about a knee replacement? That surgery may run anywhere from $15,000 to $35,000.1,2 (more…)

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Labor Day Reflection: Your Work-Life Balance

Sep 6, 2021

labor dayMore than just a bookend to the summer season, Labor Day is a celebration of workers’ contributions to the well-being of our country and the economy. (more…)



The Need for Power of Attorney

Sep 3, 2021

POAs and other advanced directives are becoming more important.

The point of the POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, the POA assigns a trusted party to make decisions on his or her behalf. (more…)

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401(k) Millionaires

Sep 1, 2021

401k
What does this mean for your overall retirement strategy

Your workplace retirement account can play a critical role in your overall retirement strategy. However, some have gone further with the accounts than others, especially recently. (more…)

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Distracted Americans During Covid

Aug 30, 2021

Consumer Habits during Covid
Consumer habits are changing as we spend more time at home

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least. (more…)

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The Federal Reserve Can’t Keep a Secret

Aug 27, 2021

Federal Reserve
Are the Fed presidents telling tales out of school?

If you have a secret, don’t tell anyone at the Federal Reserve Bank. They may leak the story before you’d like.

In early August, multiple regional Federal Reserve Bank presidents hit the speaking tour. (more…)

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More Insights

Sep 17, 2021

Want to give your child or grandchild a great financial start? A Roth IRA might be a choice to consider. There are many reasons why starting a Roth IRA for a teenager may be a sound financial strategy. Read on to learn more about how doing this may benefit both of you.

Sep 15, 2021

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened with very little volatility, as the S&P 500 hasn’t had so much … Continue reading “The Bull Market Continues … For Now”

Sep 13, 2021

It can be incredibly difficult to make sense of data. A report coming from one body may tell you one thing, and another report might seem to offer a wholly different perspective.

Sep 10, 2021

The stock market notched its 7th straight month of gains in August, and the Standard & Poor’s 500 index has set 53 new highs so far in 2021.1  But stormy clouds may be on the horizon as we roll into the September market weakness effect.

Sep 8, 2021

When uninsured people end up in the hospital, “sticker shock” can follow. Just a quick look at the current prices for medical care procedures can be sobering. How much does a CT scan cost? Between $250 to $1,500, depending on where it is performed. Need a stent in your heart? The average cost of that … Continue reading “Cost of Medical Care”

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