Spooky Financial Stories
With Halloween upon us, we wanted to take a moment to discuss scary and spooky financial topics...
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Ally Christian
May 293 min read
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...
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Ally Christian
May 33 min read
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...
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Ally Christian
Mar 292 min read
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...
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Ally Christian
Mar 13 min read
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...
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Ally Christian
Feb 12 min read
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...
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Ally Christian
Mar 31, 20233 min read
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...
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Ally Christian
Dec 2, 20222 min read
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...
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Ally Christian
Aug 19, 20222 min read
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...
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Ally Christian
Aug 12, 20222 min read
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...
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