Investing

May 293 min

It's 529 Awareness Day! Here's What You Need to Know for Your Child's Future

Today is 05/29, which the financial community celebrates as 529 Awareness Day. See what they did there with the date and name? But what...

May 33 min

Municipal Bonds: Should You Invest?

The last several years have seen significant changes in the bond markets, and municipal bonds issued by local state and city governments...

Mar 292 min

What Is LOUD BUDGETING

A new financial trend amongst Gen Z is on the rise on TikTok, and it is loud, literally! Loud Budgeting Loud budgeting is the practice of...

Mar 13 min

Bitcoin ETFs: Should You Invest?

Bitcoin ETFs Are Now Available Cryptocurrency dominated TV commercials and the media sphere a couple of years ago. The number of times we...

Feb 12 min

When To Claim Social Security If You Are Still Working

Deciding when to take Social Security is complex; should you take it at 63? Maybe 67? Or wait until 70? The benefits and drawbacks vary...

Mar 31, 20233 min

Four basic finance skills you should know

Financial literacy is a growing topic of interest in the United States, and we believe everyone should know the fundamentals of finance...

Dec 2, 20222 min

Who We Serve

Life is a journey covering various stages of progression, spanning the spectrum of the happiest and saddest times. We at Lundeen Abrams...

Aug 19, 20222 min

Small-Cap Value Investing

Factor-Based Investing Continues There are so many ways to look at investing, it's easy to get lost in the mumbo jumbo. Our goal is to...

Aug 12, 20222 min

Factor-Based Investing Can Help Retirees

Factor-based investing Investing is essential for everyone who aspires to retire, regardless of age. Through its ability to compound...