Key things to remember when volatility haunts your dreams After U.S. equity markets pulled back in May, did you foresee this type of end to the first half of the year? After markets plunged during the fourth quarter of 2018, did you think things would reverse in January? There has been a lot of volatility […]
The Egan Group Advisor Blog
Early summer brings graduation season and Father’s Day, a time to reflect on and celebrate life’s milestones. There’s a lot of change that occurs between graduation and becoming a parent. However, there are some financial truths that apply to everybody, regardless of stage in life or income tax bracket. Here are three things you should […]
The death of a loved one is a very emotional time. It can be difficult to balance time grieving with time executing necessary tasks- let alone in the appropriate order! The steps to take after somebody passes on can be confusing, and the emotional fog can amplify this feeling. It can make things easier to […]
It’s that time of year again! The weather is warm, you’re airing out the house after a long winter, you’ve filed your taxes, and you’re staring at a thick folder of documents that have accumulated over the last several years while thinking, “Do I really need all of this?” Cleaning up clutter is an important […]
Many parents and grandparents have trouble talking to younger children in their family about money. Luckily, there are many things you can do to start having these conversations early and often. When dealing with money and children, focus more on showing instead of telling. Use regular, everyday interactions as teachable moments, so the conversation is […]
Three estate planning tools you need now In some states, dying intestate, or without a will, means state laws determine who inherits your assets. If you’re like most people, this doesn’t sound good to you. Since none of us can tell the future, it’s best to be prepared. However, there are many boxes to check […]
Most of these changes will likely affect your household! The Tax Cuts and Jobs Act of 2017 made large, sweeping changes to the tax code that could have profound effects on peoples’ tax bills and tax strategies. Some changes are obscure and only make a difference for a small portion of the population. However, three […]
2018 Year End Checklist You made it through Thanksgiving and now it’s the time of year when you’re cramming in all the end of the year festivities and holidays, time spent with family, and with any luck a few days off from work. For The Egan Group, it also means a year-end check list of […]
The holidays can be a stressful time. ‘Tis the season for busy travel schedules and sky-high expenses. In a survey conducted by CNBC, more than a quarter of respondents said they expect to take longer than five months to pay off debt they incurred during the holiday shopping season. That means having a financial monkey […]
Millions of people across the country are in the same position. They’re caring for aging parents. Luckily, resources and information have become more readily available the internet age. However, many aspects of the job remain difficult such as starting the conversation with parents about care, making the decision a parent can no longer live alone, […]
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This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and HighTower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
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