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Wednesday, September 6, 2023

It’s time for your life insurance checkup! September is National Life Insurance Awareness Month, so it’s a great time to review your coverage.

Thursday, July 20, 2023

Have you run out of ideas? Are the kids "bored" and looking for something to new do? Why not try VIRTUAL CAMPS OR CLASSES! 

Thursday, April 27, 2023

April is Financial Literacy Month and if you are committed to increasing your financial literacy, think about turning to a financial professional with your questions.

Tuesday, February 7, 2023

Valentine’s Day is the perfect time to remind your family just how much you love them. While you may already be thinking about ways to spoil your partner, don’t forget the little ones!

Thursday, January 19, 2023

The IRS announced annual inflation adjustments for 2023, including for more than 60 tax provisions but what does that mean for you?

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Sunday, November 13, 2022

Arrow & Bow is a boutique financial planning firm that helps modern families build and preserve generational wealth. Here are "50 Things" you may or may not have considered as a benefit when working with a professional financial advisor.

Friday, September 9, 2022

September is Life Insurance Awareness Month. If you haven’t reviewed your insurance profile in a while, you may be surprised that what made sense in the past no longer fits your life.Here are some ways to quickly evaluate your...

Friday, August 19, 2022

With half the year behind us, now is a great time to consider what the remainder of 2022 may hold. However, with inflation and economic uncertainty causing many of us to delay or cancel vacations, large purchases, and more, it can be...

Wednesday, July 20, 2022

Summer temperatures are on the rise and so are our utility bills! According to the latest inflation report, energy prices have jumped 7.5% in the last month and are up 41% from this time last year. So what can we do?

Thursday, July 14, 2022

With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...

Tuesday, July 5, 2022

The impact of being out of the market for just a short period of time can be profound, as shown by this hypothetical investment in the stocks that make up the Russell 3000 Index, a broad US stock market benchmark.A hypothetical $1,000...

Tuesday, June 14, 2022

You felt good about your portfolio before this recent market volatility because it was built on sound investment principles—time horizon consideration, asset allocation, diversification—and it was growing. With the recent...

Friday, May 6, 2022

Friday, April 29, 2022

To plan for a comfortable retirement, you need the right information to help you make the best decision.

Friday, April 22, 2022

So the question is are you teaching your children a key lesson that will impact whether they will do well? And that lesson is about money.

Wednesday, April 13, 2022

Gray Divorce is on the rise for Baby Boomers. There are several reasons why this climb is happening, but there are a few things that are important with this.

Thursday, March 31, 2022

Let's explore where your tax dollars go, some of the ways tax filing may look different in 2022, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice.

Monday, February 28, 2022

Stocks have gotten off to a very volatile start in 2022, with inflation fears and the potential for Federal Reserve rate hikes coming...but there is some positive news out there.

Friday, February 18, 2022

Many caregivers find a care notebook to be the best way of keeping everything organized. Think of it as a 1-stop shop containing everything that family, doctors, therapists, and members of their school or care team would need to know.

Saturday, January 8, 2022

New Year. New Goals. As the first month of the year, January signifies a chance for new beginnings, starting over or, at the very least, making a few changes.

Friday, December 31, 2021

Do I Stay or Should I Go? The decision to get a divorce is tough. Many choose to just stay. What makes you happy? What is good for YOU? It’s okay to make a change. You owe it to yourself.

Thursday, December 30, 2021

For success to happen, you have to set your intention, believe that it will become a reality, then take active steps towards making that abstract idea come to fruition. A vision board is a great tool to have during your journey.

Friday, December 17, 2021

Even if you feel like you are level headed, here are a few of the most common and costly money mistakes to look out for when getting divorced.

Thursday, December 2, 2021

Once divorce is truly a reality, it is normal to think of the future and have questions. “How will I make enough to be on my own?” Or “How much money will it take to support my spouse and the kids?” Or...

Wednesday, November 24, 2021

The holidays are here and the family will be gathering together to celebrate...what a perfect time to take a couple pictures for your holiday card or memory book!

Thursday, November 18, 2021

It’s over!!!!! Whether you receive the envelope with your divorce decree, or you just can’t wait and go pick it up from the courthouse, you have it. You are single. Lots of emotions on that day - but you want to get a few things done asap!

Monday, November 8, 2021

With the holidays quickly approaching, wouldn't we all like a few tips on how to cut our grocery bill? Let’s face it–food is expensive. The average family spends just over 10% of their household income on groceries!

Thursday, November 4, 2021

There are so many emotions that you go through with a divorce- and some you go through more than once. Feeling afraid, alone, pessimistic, mad, sad, depressed, harsh, optimistic, or hopeful is completely normal. It’s okay to have...

Wednesday, November 3, 2021

The holiday season is the most wonderful time of the year, but it can also be stressful. At Arrow & Bow, we believe in planning! To help you enjoy a more stress-free holiday season, we’ve put together a Christmas Preparation Checklist.

Thursday, April 22, 2021

Sustainable investing can help fortify returns with its unique focus on risk management and also align investors with investee companies seeking to improve their environmental, social, and governance (ESG) impacts.

Friday, May 1, 2020

One of the best known investment axioms is to “sell in May and go away.” This is largely because these six months have historically been some of the worst six months of the year. As you can see below, the next six months...

Thursday, April 23, 2020

With 22 million jobs lost in the past four weeks, a record drop in retail sales, and huge drops in industrial production and housing starts, it is safe to say we are likely in a recession. Even the Federal Reserve (Fed) in the recent...

Friday, April 17, 2020

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...

Tuesday, April 7, 2020

Tucked into the gigantic “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act were two key changes you should know about, regarding required minimum distributions (RMDs). Both were designed to give...

Tuesday, March 31, 2020

The $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was recently signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing...

Friday, March 20, 2020

With data breaches occurring more and more, it is important to protect personal information stored in online accounts with secure passwords. The majority of passwords do not pass the test. Learn how to create a password that will keep...

Tuesday, January 7, 2020

New Year. New Decade. New Goals. As the first month of the year, January signifies a chance for new beginnings, starting over or, at the very least, making a few changes. So it's not surprising that many of us are proclaiming, in the...

Monday, January 6, 2020

The I.R.S. increased the annual contribution limits on IRAs, 401(k)s, and other widely used retirement plan accounts for 2020. Here’s a quick look at the changes. This year, you can put up to $6,000 in any type of IRA. The limit...

Wednesday, January 1, 2020

A flurry of new investment products, the emergence of global investing, the shift from company-funded pension plans to employee-driven retirement plans (like 401(k) plans), and uncertainty about Social Security have all contributed to...

Tuesday, December 10, 2019

As the end of the year draws near, the last thing anyone wants to think about is taxes. But if you are looking for ways to minimize your tax bill, there's no better time for tax planning than before year-end. That's because there are a...

Tuesday, December 3, 2019

Hindsight is 20/20, but finding clarity in future uncertainty can be fuzzy. As we look forward to the year 2020 and a new decade, some key trends and market signals will be important to watch, including progress on U.S.-China trade...

Tuesday, July 16, 2019

The Roth IRA is a powerful tax-favored retirement option since it can offer a hedge against future tax-rate increases. But beyond tax planning considerations,Roth IRAs have several important advantages over traditional IRAs: Unlike a...

Wednesday, July 10, 2019

The June jobs report was solid. Nonfarm payrolls rose 224,000, according to data released July 5. As shown in the LPL Chart of the Day, Strong June Payrolls Gain Surprises Investors, the rise in jobs last month handily beat estimates...

Thursday, June 27, 2019

We are excited to announce the release of the LPL Research Midyear Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets, packed with the latest investment insights and market guidance to take you through the...

Wednesday, June 26, 2019

The Federal Reserve (Fed) will likely cut rates at its next meeting in late July. This begs the question: Will the Fed really cut rates with stocks up so much year to date and near all-time highs? “It might sound strange for the...

Wednesday, June 5, 2019

Yields’ Rapid Decline Long-term Treasury yields’ rapid decline has been one of the most baffling market developments of 2019. As shown in the LPL Chart of the Day, the 10-year Treasury yield fell 38 basis points (0.38%) in...

Monday, May 20, 2019

Automate your retirement planning and wealth-building approach. Build your emergency fund with automatic transfers. Practically any bank or credit union can arrange daily, weekly, or per-paycheck transfers of money from a checking...

Wednesday, May 15, 2019

As we noted yesterday, the recent bout of volatility has caught many investors off guard. However, we’ve been saying since late March that some type of normal correction could happen, and we’ve taken a more cautious stance....

Tuesday, May 14, 2019

U.S. stocks’ slide deepened May 13 with the worst one-day sell-off this year since January 3. On Monday, the S&P 500 Index dropped 2.4% amid threats of higher tariffs on all Chinese imports and retaliatory measures from China....

Thursday, May 9, 2019

Reactions to statements by President Trump regarding the ongoing trade talks between the United States and China have caused movement across several financial markets in recent days. President Trump has indicated a possible increase to...

Thursday, May 9, 2019

“I have found that the importance of having an investment philosophy—one that is robust and that you can stick with— cannot be overstated.” —David Booth The US stock market has delivered an average annual...

Wednesday, May 8, 2019

Diversified investors were the big winners in the first four months of this year. As shown in the LPL Chart of the Day, both stocks and bonds have posted strong rallies through the first four months of this year, thanks to increased...

Monday, May 6, 2019

As we noted last week, these next six months historically have been the worst for stocks. That is why there’s a well-known investment axiom to “Sell in May and Go Away.” However, that popular principle hasn’t...

Saturday, May 4, 2019

What Can Star Wars Teach Us About Investing? Saturday, May 4, has been known throughout the galaxy as “Star Wars Day 2019.” That date was chosen because it’s a play on words of the famous Star Wars maxim, “May...

Thursday, May 2, 2019

Many people struggle over which financial statements and records to keep—and for how long—and which ones to throw out. And what’s the best way to organize your files? Following are some guidelines: Think about why Why...

Wednesday, May 1, 2019

Time to Sell in May? One of the most popular investment axioms is about to take over the airwaves: “Sell in May and Go Away.” That’s because the upcoming six months (from May until the end of October) have...

Monday, April 29, 2019

Recent history has moved many of us to take another look at our finances—a smart thing to do in any economy. Maybe it’s been a while since you took your financial temperature, or maybe this is the first time you’ve...

Wednesday, April 24, 2019

The wait is over. After more than seven months, the S&P 500 Index notched a fresh all-time closing high of 2,933.68 on April 23. To get here, investors have weathered back-and-forth in trade negotiations, a historic government...

Tuesday, April 23, 2019

Inattention and procrastination can hurt family wealth. Some estate planning is better than none, but sometimes people address wealth transfer issues inadequately or ineptly when they tackle the task. Here are some classic miscues....

Thursday, April 18, 2019

Investment fads are nothing new. When selecting strategies for their portfolios, investors are often tempted to seek out the latest and greatest investment opportunities. Over the years, these approaches have sought to capitalize on...

Wednesday, April 17, 2019

After such a strong rally this year, you may be wondering what could drive stocks higher from here. With the S&P 500 Index near its all-time high, a lot of good news could be priced in to stocks. At the same time, disappointments could...

Monday, April 15, 2019

Here are the facts. Generally speaking, women earn less than men, live longer than men, and often take time out of the workforce to have children and/or to care for an aging parent or sick loved one. The potential consequence of these...

Thursday, April 11, 2019

If you’re planning on contributing to an IRA, Roth IRA, or SEP-IRA, the deadline for contributions is fast approaching. Generally, this deadline is the same as your tax filing deadline, not including any extensions you may have...

Monday, April 8, 2019

Seven has been a lucky number for U.S. stocks. The S&P 500 Index just notched its first seven-day winning streak since October 2017. This feat has occurred just seven other times in the current bull market.

Friday, April 5, 2019

Saving money when planning a trip - the dos, the don’ts. Imagine coming home refreshed from a wonderful vacation, made even more satisfying because you saved 20%-30% on its cost. That can happen.

Wednesday, April 3, 2019

Seasonality could be on the bull’s side, especially after U.S. stocks’ best first quarter in 20 years. As shown in the LPL Chart of the Day, April has consistently been one of the strongest months for U.S. stocks.

Friday, March 29, 2019

With a day to go, this is one of the best first quarters for the S&P 500 Index ever. Of course, it comes on the heels of the worst fourth quarter since the financial crisis and the worst December since the Great Depression. Still, you...

Friday, March 1, 2019

Tip: How Much? Check your Social Security earnings and see an estimate of your benefits on the website, www.ssa.gov. Social Security’s been a fact of retirement life ever since it was established in 1935. We all think we know how...