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Daily Reads

Happy Friday! Today we roll out some news about Amazon HQ2, GDP Growth, Interest rates, and Mortgage rates.
The current state of Amazon: Not in New York. Governor Cuomo seeks to change that.
When it comes to interest rates, the Fed remains patient, but what are we waiting for? See why the Fed claims they are in a sweet spot to keep interest rates steady.
As we wrapped up February, mortgage rates remained the lowest this year. This is great news for new home buyers and has shown as applications for home mortgages are reportedly on the rise.
As the 2019 tax filing season continues into March, the IRS has reported an increase of $40 in the average refund. More money means you could contribute more towards your 401k, IRA, or HSA.
In the 2018 Q4, GDP growth hit 2.6%, which was better than expected by .3% despite the 35 day government shut down.

 

March 1, 2019
Brad's Daily Reads

Daily Reads 3/1/19

Happy Friday! Today we roll out some news about Amazon HQ2, GDP Growth, Interest rates, and Mortgage rates. https://www.cnbc.com/2019/02/28/cuomo-asked-bezos-to-bring-amazon-hq2-back-to-new-york.html?__source=twitter%7Cmain The current state of Amazon: Not in New York. Governor Cuomo seeks to change that. https://www.bloomberg.com/news/articles/2019-03-01/fed-patient-approach-hinges-on-risks-and-slow-moving-inflation?srnd=premium When it comes to interest rates, the Fed remains patient, but what are we waiting for? See why the Fed […]
February 15, 2019
Brad's Daily Reads

Daily Reads 2/15/2019

Happy Friday! Today, we see news of the latest round of trade talks between US and China, the rise in the US dollar index, and home mortgage rates facing a 10 month low. https://www.marketwatch.com/story/us-china-trade-round-wraps-up-with-progress-toward-expected-memorandum-of-understanding-2019-02-15 During the latest round of US-China Trade Talks, US trade negotiators announced that they are making progress towards a deal, inching […]
February 8, 2019

Daily Reads 2/8/19

BB&T Corp. announced that it will soon close a deal to purchase SunTrust Banks Inc. for $28.2 billion in hopes to better compete with larger consumer lending banks such as JPMorgan Chase & Co. and Bank of America. Despite the positive synergies in technology innovation that this merger will create, the deal faces scrutiny from […]
December 17, 2018

Daily Reads 12/17/18

Hi there! We all know that thinking about our finances can be intimidating to say the least, but we at Sherman Wealth Management are here to help you improve your financial well-being. There’s so much information out there, so I wanted to share what I think are the most important reads of the day: If […]
July 11, 2018

July 11, The Future Of Social Security

The Social Security Administration may be underfunded in the coming years which brought up some interesting data about when people should take social security. Click below to learn more.    
July 5, 2018

July 5, Teaching Kids to Save

Schools out for the summer. I enjoyed a nice summer Sunday at the pool with my kids. One of the things you don’t think about as a parent is teaching your kids financial literacy and the importance of saving early. We want to make sure we our teaching good spending habits. It’s so important to […]
July 4, 2018

July 4, Independence and your 401K

Happy 4th of July, the American workforce is more independent than ever.  People are changing jobs at an alarming rate. There are actually more job openings than there are job participants. If you are thinking about switching jobs, or you’ve switched jobs in your career, don’t leave your 401k behind.  Watch the video below for […]
July 3, 2018

July 3, Rising Interest Rates

Key interest rates are rising which means your payments will increase on any loans that are not fixed rate.  Here’s some tips to both combat and take advantage of the new rates, click the video below to watch:
July 2, 2018

July 2, Mid-Year Tax Planning

Where did the first half of this year go? It’s now the middle of the year and a great time to evaluate your estimated taxes and set goals for the rest of the year. Here’s action steps you can take now to ensure the rest of your year meets your financial goals.
June 13, 2018

June 13 Charitable Giving

Hi there! We all know that thinking about our finances can be intimidating to say the least, but we at Sherman Wealth Management are here to help you improve your financial well-being. There’s so much information out there, so I wanted to share what I think are the most important reads of the day: Fund […]