Insights & Understanding

This article provides high-level details about what a 1031 Exchange is and when a person should consider one for their investment and real estate strategies.

Whatever your reason for giving this year, it’s important to know how your charitable contributions can impact your financial plan. In fact, being strategic and intentional in your charitable contributions can create tax benefits for both you and your chosen charity.

As the new year quickly approaches, make sure you’re prepared with your year-end giving strategy checklist.

Since the S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

Use this article to help your clients think about and review their homeowners insurance policies as part of a solid financial plan.

With people marrying later in life these days, coverage has become even more important.

Weekly Market Commentary | Fed Meeting | September 19th, 2022

This article explains the pros and cons of dollar-cost averaging and the role it plays in investing.

List to Stan Robare, lead Financial Advisor of Robare and Jones Wealth Management cover changes in equities and bonds

This article highlights the important details of student loan forgiveness and what your clients will need to do to make sure they qualify.