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Blog

Person writing a list in a notebook
Joseph Van Name | Sep 7, 2023

How to Stop Subconsciously Sabotaging Your Financial Goals

Lifestyle
Investments
Finance
Savings
How often do you set new financial goals? How often do you achieve them? Most of us aren’t very successful with our goals, even when we have the best intentions
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Woman with graduation cap looking at the sky
Joseph Van Name | Aug 7, 2023

Navigating the Post-Cancellation Era of Student Loans

Finance
Education
College
In a shocking turn of events, the Supreme Court has halted the presidential student loan forgiveness plan.1 So, where does that leave you and your outstanding
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Advisors Financial Inc. | Aug 4, 2023

2nd Quarter 2023: Mid-Year Review and Outlook

Market Analysis
The second quarter added more steam to the first quarter’s rally, with US stocks posting robust growth. The S&P 500 index of large cap stocks advanced by 8.3%
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Two people at work high fiving at a desk
Joseph Van Name | Jul 7, 2023

Unlock Your Earning Potential: 3 Essential Steps for Negotiating a Higher Salary in Your Next Job Offer

Lifestyle
Savings
Finance
Are you currently negotiating a new job offer or searching for a new role? This article aims to guide you on your journey. The question is: how do you ensure
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A man sitting on a bench watching a plane take off
Joseph Van Name | Jun 7, 2023

When Vacations Go Wrong: 5 Costly Travel Mistakes & How to Avoid Them

Lifestyle
You can’t control everything when you travel. But you can control what you know, how you get ready to get away, and what you do while you’re vacationing. And
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Man sitting on a park bench and working on a laptop
Joseph Van Name | May 7, 2023

Financial FAQs

Finance
Retirement
From retirement savings to living abroad, here are some of our commonly asked questions.
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Advisors Financial Inc. | Apr 20, 2023

First Quarter 2023 Market Commentary: Preparing for a Range of Outcomes

Market Analysis
Market Commentary
Stocks continued to grind higher in the first quarter, with the S&P 500 gaining 7.03% and the Dow Jones Industrial Average up by 0.38%. The NASDAQ 100 rallied
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Advisors Financial Inc. | Apr 12, 2023

Series I Bond Rates Set to Decrease in May

Market Analysis
Although Series I bonds have been a great way to earn yield for the past year or so, it may be time to reevaluate your situation and whether a different
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Toddler standing at the bottom of a stone staircase
Joseph Van Name | Apr 7, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
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Ten key accounting calculator on a soft yellow desk
Joseph Van Name | Mar 7, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Advisors Financial Inc. | Jan 18, 2023

Cautious Optimism in a New Year

Market Analysis
Stocks rallied in the fourth quarter as inflation continued to cool after peaking earlier in the summer. This provided some much-needed relief to investors
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Silhouette of a person from behind standing at the end of a dock looking out at a lake. The sun is rising behind the mountains.
Joseph Van Name | Jan 7, 2023

Creating an Investment Philosophy

Investments
A clear investment philosophy may help you stay focused on your goals, even in times of uncertainty.
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