Q3 2022 Quarterly Financial Update

The third quarter of 2022 was another rocky one, combining an optimistic summer rally with a large selloff at the end.¹

Driving the quarter’s performance were historically high inflation, aggressive Federal Reserve tightening, and concerns about the global economy.

Let’s take a look at how markets performed and what we might look forward to in the months to come.

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Tax Literacy Quiz:  What Do You Really Know About Taxes?

Tax Literacy Quiz: What Do You Really Know About Taxes?

What we do and don’t know about taxes can have a major impact on our choices and how we deal with taxes. Are you overlooking some game-changing fundamentals that could help you handle your taxes better? Click here to take the quiz and test your tax knowledge! The truth is that it’s never too late to learn more about taxes — and the more you know about them, the better you’ll be at making tax decisions.

Go ahead and click here to take a 2-minute quiz on some tax basics.

7 Inspired Ways to Start Talking About Money & Keep the Conversation Going

7 Inspired Ways to Start Talking About Money & Keep the Conversation Going

Sharing what you know about money with the kids in your life can teach them a lot about finance. And starting those conversations with children of almost any age can be much easier than you think. Your experiences with money — both good and bad — can hold a lot of value for younger generations if you know when and how to share your knowledge. Click here to learn more about how to talk money with kids and pass along your financial wisdom.

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