Posts by Taeya Lauer

One silver lining of the high inflation we are all facing is a substantial COLA increase for all social security recipients.  2023 SOCIAL SECURITY CHANGES Cost-of-Living Adjustment (COLA): Based on the increase in the Consumer Price Index (CPI-W) from the third quarter of 2021 through the third quarter of 2022, Social Security and Supplemental Security…

We ran across this article written by a Turbo Tax Advisor on the Student loan debt relief program and wants to pass it on.  There is a link in the article to receive more information, so if this might apply to you or someone you know, please click through to get personalized information.  Hope this…

We ran across this information and wanted to make sure you were aware of the current payment scam happening on Zelle.  It is not the first, nor will it be the last scam using an online payment system…..so if you aren’t sure about where your money is going, err on the side of caution and…

Congratulations Taeya Lauer, wealth advisor, on your directors club award. Keep up the good work.

Many studies have shown the last quarter of the year to be a good one for stocks, but what about September?  My best guess is that we might be in for rough ride for the next 30 day, please read this update from the LPL research team for some insight. https://lplresearch.com/2022/09/01/scary-september-seasonals/#more-25534

Tesla Announces Stock Split You may have heard the news that Tesla has announced a 3 for 1 split. This news was announced at the annual meeting on August 4, 2022. Trading began on a split-adjusted basis on August 25th, 2022. Often, companies choose to split their stocks to increase liquidity and to reduce the…