Blog

Every day we’re bombarded with reports of what’s hot and what’s not – fueling a fear of missing out (FOMO) on some great investment opportunity. Here are some tips to avoid derailing your investment strategies.

Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change.

It's generally a good idea to review your employer-sponsored retirement savings plan at least once each year and when major life changes occur.

Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact of taxes on these investments.

“Old-fashioned” practices, such as periodic financial reviews, can lead to greater confidence in the long run. As the year passes its midpoint, why not spend a few hours reviewing your finances?

From 2008 to 2022, the cost of in-state tuition at public universities rose nearly 80%. Here are four especially tax-efficient ways to help your kids afford college.

High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Here are a few tips for preparing for retirement after earning a high income.

April is National Pickleball Month

Justin Hurd, MSFS, CFP®, ChFC®

Friday, April 28, 2023

My wife and I “retired” to Savannah 6 years ago, into this lovely community that provides a very active lifestyle for all of the neighbors. Somehow through a few social activities, my wife, Suzanne, learned of pickleball...

With the onset of higher taxes, taxpayers in the upper brackets may want to reposition their portfolios. Even those in lower tax brackets may benefit from portfolio review and reallocation of funds.

The more you understand about finances, the more effectively you will be able to manage yours. Yet, many people lack financial literacy skills. Here are five strategies that may improve your financial awareness to consider.

The first step to managing a credit score is to understand how it is calculated. Read this guide to help you on your way to achieving financial freedom.

Don't forget to consult our 2023 Tax Tables before beginning your taxes!  Please reach out to our financial advisor if you have any tax time questions.

It's nice to own stocks, bonds, and other investments. When it's time to fill out your federal income tax return, you may be left scratching your head. Just how do you report your investments and how are they taxed? Read on for answers.

Over the past several years, the performance of international markets have trailed the markets here in the United States. Here are some thoughts for you to think about as you consider markets outside our borders.

Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of lending money over a longer period.

Join us in recognizing Broadway team members George Alessandria and Brandy Ebron for their participation in the Forbes/SHOOK On-The-Road conference (Dec. 2022).

Here's a handy printable guide to your 2022-2023 Tax Season at a glance. It includes tax rates, contribution limits, and other important data.

As the calendar gets ready to turn to 2023, there are a lot of economic metrics worth paying attention to, especially as each will have an impact one way or another on our investments. Here are three to keep an eye on, and what they mean.

The road you take to retirement depends on your specific situation. One of the most challenging aspects of investing involves matching your tolerance for risk with your objectives. Here's how you can figure out your 401(k) strategy.

In 2023, we look to equity markets to find balance between key macroeconomic factors—inflation, interest rates, and Fed policy—and business fundamentals. Our economic and market forecasts for 2023 can help us navigate the year ahead.

The concept of tax loss harvesting involves identifying investments that have lost value and selling them in order to generate capital losses. Those losses are used to offset capital gains, ultimately lowering the amount owed to the IRS.

Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...

Do you picture yourself owning a new home, starting a business, or retiring comfortably? These are a few of the financial goals that may be important to you, and each comes with a price tag attached.That's where financial planning...

Article Originally Published on www.Financial-Planning.com:Yet another wirehouse has lost talent to the industry's whale of independent broker-dealers. Six financial advisors at Broadway Wealth Management, with around $600 million...

CHARLOTTE, N.C. – September 8, 2022 – LPL Financial LLC announced today that the financial advisors at Broadway Wealth Management Group have joined LPL, affiliating with Linsco by LPL Financial, the firm’s employee...

Though baseball and stock market investing may not seem to have much in common, there are a few key similarities—both are stats-driven and require focus, a relative lack of emotion, and a clear mind. And when it comes to...

Major considerationsHow much will you need in retirement?When do you plan to retire? What kind of lifestyle do you desire? How much do you have right now that you can count on for your retirement? What about Social Security; do you...