Consumer Spending Rises in February
According to the CNBC/NRF Retail Monitor, consumer spending saw a rebound in February. Excluding autos and gas, spending rose by 1.06%,...
top of page
WEALTH MANAGEMENT with YOU as a priority.
Search
- Mar 29
- 1 min
FAFSA Issues Could Deter College Applicants
A recent debacle with the Free Application for Federal Student Aid (FAFSA) is leading to fewer students applying for college financial...
- Mar 29
- 1 min
Homebuyers Impacted by Skyrocketing Home Prices and Inflation
A recent study reveals that home prices have skyrocketed compared to inflation over the past six decades. While inflation has increased...
- Feb 27
- 1 min
Commercial office values falling
The decline in office values in the United States is triggering an increase in commercial transactions, but at considerably reduced...
- Feb 27
- 1 min
IRS data: The average tax refund is almost 29% lower this tax season
The IRS reports a significant decrease in average tax refunds this season, around 29% lower compared to last year. As of February 2nd,...
- Feb 27
- 1 min
China’s struggling economy: experts opinions
The property market in China is declining, deflation looms over the nation, and the investment market has experienced turbulent moments...
- Jan 31
- 1 min
Robbing from the elderly: a rising family problem
The surge in financial exploitation targeting the elderly has become a concerning family issue, with approximately three-quarters of...
- Jan 31
- 1 min
Consumer spending to slow in 2024
Consumer spending displayed resilience throughout 2023, persisting even in the face of increased bank interest rates and inflation....
- Jan 31
- 1 min
Bitcoin Investments: Exercise Caution Against FOMO Urges
Bitcoin Investments: Exercise Caution Against FOMO Urges The U.S. Securities and Exchange Commission has recently given the green light...
- Jan 31
- 1 min
Wall Street Banks Experience a Revival in Deal-Making Amidst Federal Reserve Shift
Following the most lucrative year in banking income since 2012, banking executives are now witnessing a significant turnaround in the...
- Jan 30
- 2 min
Estrategias contributivas para el 2024
Ya se aproxima la época de rendir nuestras planillas contributivas para el año 2023. Algunos, ya comenzaron a recibir sus informativas W2...
- Jan 9
- 1 min
Lyon Bern's Q1 2024
We are thrilled to announce the release of Lyon Bern's Quarterly Newsletter for Q1 2024, now available for your review.
- Dec 26, 2023
- 1 min
Wall Street predictions scrutinized by the experts
Wall Street's positive predictions for 2024 have investors taking action and driving up stock market stocks. This more flexible policies...
- Dec 26, 2023
- 1 min
High School students required to take personal finance classes
As the real-world challenges increase, so does the interest of legislators to pass laws that will enable students to make smart money...
- Dec 19, 2023
- 1 min
Treasury Secretary, Yellen's opinion on inflation’s future
• Yellen Expects Inflation to Fall in Range of 2% by End of 2024 • Fed officials expected to hold rates steady on Wednesday Treasury...
- Nov 10, 2023
- 1 min
Sometimes bad news for the economy is good news for the stock market
According to a report from the US Department of Labor, non-farm jobs are down compared to the previous month. This has generated a sharp...
- Nov 10, 2023
- 2 min
Rent has dropped in some of the fastest-growing cities in the United States amid new construction.
According to Jay Parsons, chief economist at RealPage, apartment development has been more moderate outside of the Sun Belt (Southern and...
- Nov 10, 2023
- 2 min
6% Commissions for Real Estate Agents on Trial
The actual established rate for commission payments to real estate agents is a 6%. Class action lawsuits and Justice Department scrutiny...
- Nov 10, 2023
- 2 min
Princeton hires MIT capital manager to lead its $34.1 billion endowment
NEW HIRE AT PRINCETON UNIVERSITY Princeton University announced Vincent Tuohey, the new head of its $34.1 billion endowment, succeeding...
- Nov 2, 2023
- 4 min
Introduction to Lyon Bern’s Endowment-Style Investing Approach
History of the Endowment-Style Investing The origins of Endowment-Style Investing trace back to 1952 when Nobel Laureate Harry Markowitz...
bottom of page