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There is a Chinese proverb that says the best time to plant a tree was 20 years ago. Essentially, it means that our future is built upon the things we do today.

The Federal Reserve’s Federal Open Market Committee (FOMC) meetings happen regularly, with the next meeting scheduled for April 30, 2024 through May 1, 2024. These meetings are important because the Federal Reserve typically discusses the state of the economy and potential changes to monetary policy.

You’ve likely seen your grocery bill go up significantly in the last few years as inflation continues to impact the prices of everyday goods. While the Fed has raised rates in an attempt to cool down the economy, you’re still likely feeling the impact of inflation every time you go shopping for food since grocery prices have increased 25% in the last four years, as reported by The Washington Post.

You’ve joined the ranks of the upper-middle class, finally making good money, owning a comfortable home and better enjoying life’s luxuries. And most importantly – you want to stay there.

Artificial intelligence (AI) has emerged as a game-changer in many industries. Predictive AI technology has helped reshape age-old processes, saving organizations time, money, and frustration.

In an ideal world, retirees would enter their golden years with all of the wealth they needed to live out the rest of their lives in comfort. Yet this world is often not ideal, especially when it comes to retirement planning.

When considering how best to manage the crucial tasks of payroll and accounts payable/receivable, small business owners are often faced with a dilemma. Should they hire dedicated external financial professionals or cross-train their existing administrative staff to handle those responsibilities?

In order to try to tame high inflation, the Federal Reserve went through a stretch from March 2022 through July 2023 where it quickly raised the federal funds rate, eventually landing at 5.25 to 5.50%, a 22-year high.

It’s no secret that it’s difficult for many Americans to make ends meet right now, but some are struggling more than others.

In the financial services industry, the term “fiduciary” gets thrown around a lot—so often, in fact, that it can start to lose meaning. A simple definition of a fiduciary is a person or organization that puts their clients’ interests first, ahead of their own.