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Friday, February 16, 2024

Friday, January 5, 2024

Tuesday, January 2, 2024

One of the key benefits that financial advisors can bring to the table is to help clients understand whether or not they should be maximizing their deductions today - - or not. Following are the tax limits for 2024 that you need to know!

Thursday, December 7, 2023

2024 Tax Considerations Have you ever heard someone say something like “I don’t want to realize more taxable income this year because it will put me into the next tax bracket and my taxes get a lot higher”?  This...

Friday, November 10, 2023

What’s Brewing in the world of investing and financial strategy for the “millionaire next door” or the upwardly mobile 40-something? From life insurance myths to our thoughts on markets ….check out the latest...

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Monday, September 25, 2023

Rising bond yields and fears of a government shutdown hammered stocks last week, with technology shares bearing the brunt of the retreat. The Dow Jones Industrial Average lost 1.89%, while the Standard & Poor’s 500 dropped 2.93%...

Tuesday, September 19, 2023

Stocks ended the week roughly where they began as investors digested a mixed set of new economic data. The Dow Jones Industrial Average gained 0.12%, while the Standard & Poor’s 500 slipped 0.16%. The Nasdaq Composite index fell...

Tuesday, September 12, 2023

Concerns that the Fed may raise interest rates soured investor sentiment, sending stocks lower in a holiday-shortened trading week. The Dow Jones Industrial Average slipped 0.75%, while the Standard & Poor’s 500 declined 1.29%....

Tuesday, September 5, 2023

Falling bond yields–spurred by weak economic data–helped lift stocks to weekly gains. The Dow Jones Industrial Average advanced 1.43%, while the Standard & Poor’s 500 gained 2.50%. The Nasdaq Composite index...

Tuesday, August 29, 2023

Stocks fluctuated last week, jostled by fitful bond yields and headline news, before ending strongly following Fed Chair Powell’s comments on the monetary outlook. The Dow Jones Industrial Average slipped 0.45%, while the...

Wednesday, August 23, 2023

Stocks extended their August declines last week as higher yields and weak economic data out of China soured investor sentiment. The Dow Jones Industrial Average lost 2.21%, while the Standard & Poor’s 500 retreated 2.11%. The...

Monday, August 14, 2023

Positive inflation data failed to lift stocks from their August doldrums last week as economic data and a ratings downgrade soured investor sentiment. The Dow Jones Industrial Average added 0.62%, while the Standard & Poor’s 500...

Monday, August 7, 2023

Stocks retreated last week as bond yields increased following the Treasury's announcement indicating “a larger-than-expected funding need” and a downgrade in the federal government’s debt rating. The Dow Jones...

Wednesday, August 2, 2023

As a financial professional, I am always looking for ways to help my clients make the most of their time and money. I've heard a lot about book summary apps from friends and clients lately, and I wanted to share a few with my network....

Monday, July 31, 2023

A Friday surge pushed stocks solidly into positive territory last week, ignited by cooling in an inflation gauge closely tracked by the Federal Reserve. The Dow Jones Industrial Average advanced 0.66%, while the Standard &...

Monday, July 24, 2023

Stocks moved to the rhythm of earnings season last week, initially rising on positive earnings surprises and faltering later in the week on key earnings disappointments. The Dow Jones Industrial Average rose 2.08%, while the...

Thursday, July 20, 2023

I wanted to bring to your attention an important change to 529 plans that may impact your college savings strategy. As part of the SECURE 2.0 Act, new rules allow leftover funds in 529s to be moved to Roth IRAs. However, there are many...

Monday, July 17, 2023

Better-than-expected updates last week on consumer and wholesale price inflation buoyed investor sentiment, driving stocks higher and lower bond yields. The Dow Jones Industrial Average rose 2.29%, while the Standard &...

Monday, July 10, 2023

Rising concerns about further rate hikes sent stocks lower to kick off the second half of trading.The Dow Jones Industrial Average lost 1.96%, while the Standard & Poor’s 500 retreated 1.16%. The Nasdaq Composite index...

Wednesday, July 5, 2023

 ALABAMA FIRM hires expertise to solve complex investor needs Madison, AL - July 1, 2023 - Investor’s Resource welcomes Brock Eson as a Partner and Financial Advisor.  Investor’s Resource, led by 2022 and 2023...

Monday, July 3, 2023

Is the Economy Taking a Turn for the Better?

Monday, June 26, 2023

Stocks took a breather last week as investors digested the previous week’s surge and the month-to-date solid gains.The Dow Jones Industrial Average lost 1.67%, while the Standard & Poor’s 500 fell 1.39%. The Nasdaq...

Friday, June 23, 2023

Check out the video for important updates on the Charles Schwab/TD Ameritrade merger coming soon!

Thursday, June 22, 2023

Getting your affairs in order and outlining what you want done with your estate after you’re gone is one of the greatest gifts you can leave your loved ones. However, not preparing for the transfer of your assets can lead to...

Monday, June 19, 2023

Stocks climbed last week as reassuring inflation data boosted investor hopes that the rate-hike cycle was nearing an end amid fresh economic data pointing to continued economic resilience.The Dow Jones Industrial Average rose 1.25%,...

Wednesday, June 14, 2023

Senior care costs can be overwhelming, particularly when long-term care is required due to illness or medical conditions. With the number of seniors in the U.S. expected to rise exponentially by 2030, it's crucial to be prepared for...

Wednesday, June 14, 2023

A late-week rally sent stocks into positive territory, with the S&P 500 index closing just shy of the 4,300 mark.The Dow Jones Industrial Average gained 0.34%, while the Standard & Poor’s 500 added 0.39%. The Nasdaq Composite...

Monday, June 5, 2023

Stocks surged higher in the closing days of a holiday-shortened trading week, ignited by a political resolution on raising the debt ceiling and a strong employment report.The Dow Jones Industrial Average rose 2.02%, while the Standard...

Friday, June 2, 2023

Final approval was given by the Senate (a vote of 63-36) to suspend the $31.4 trillion debt limit until January 2025, and the President has promised to sign it.  This will allow the government to borrow whatever it needs to pay...

Tuesday, May 30, 2023

Markets moved in sync last week with perceived movement in debt ceiling talks, weakening early in the week and then surging on news of progress. A solid quarterly report and guidance from a mega-cap technology company helped with...

Thursday, May 18, 2023

Madison, AL – May 2, 2023 – Shari Burnum, CEO of Investor’s Resource in Madison Alabama, has been named by Forbes as a Best-in-State Wealth Advisor for 2023*. This is Burnum’s second consecutive year earning a...

Tuesday, April 25, 2023

Some economic indicators suggest that a recession is possible in 2023, while others give mixed signals.As we have discussed, economic fluctuations are normal, and if we enter a recession, it is not a reason to panic. As detailed below,...

Wednesday, April 13, 2022

Shari Burnum, CEO of Investor’s Resource in Madison, Alabama, has been named among the best in Alabama by Forbes, one of the most recognized organizations in the financial industry. She is listed on both the Forbes Best-in-State...

Saturday, December 11, 2021

Huntsville, AL (December 11, 2020) – Investor’s Resource, a Madison wealth management firm, is pleased to announce the establishment of the Investor’s Resource Gratitude Fund with an initial grant of $200,000 to the...

Tuesday, December 1, 2020

With over 30 years of experience from our lead advisor in various independent financial firms, we’ve spent the last 20 years as Investor’s Resource. In 2019, we affiliated with RFG Advisory and haven’t looked back...

Thursday, October 22, 2020

StrongHer Money selected as Finalist in the “Doing Good” category; honoring programs that support a deserving cause or give back to the communities we serve.BIRMINGHAM, Ala.–BUSINESS WIRE–RFG Advisory, a leading...

Wednesday, September 30, 2020

RFG Advisory was selected out of a pool of 12,993* RIAs based on performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This year’s...