Written by: Trek Investment Committee As we step into the new year, we would like to extend a “Happy New Year!” to our readers. Now, we look ahead to 2025 with…
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As working professionals, many of us might find ourselves balancing demanding careers, family responsibilities, and long-term financial planning. Amid this hustle, we may overlook the profound link between financial wellbeing and…
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Written by: Trek Investment Committee As 2024 comes to a close, we at Trek Financial want to take a moment to express our deepest gratitude. Your readership and engagement have meant…
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Written by: Trek Investment Committee The U.S. economy is experiencing a period of notable transformation under the new administration’s economic agenda. Pro-growth policies such as tax adjustments and deregulatory initiatives may…
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The holiday season is often described as “the most wonderful time of the year,” yet for many, it might also bring significant financial stress. Between gift shopping, hosting gatherings, and traveling…
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In today’s world, where everything from shopping to banking is done online, keeping your financial identity safe is a big deal. One of the best ways to protect yourself from identity…
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Written by: Trek Investment Committee On September 18, 2024, the Federal Reserve made a bold move by announcing a 50-basis-point rate cut, the first reduction since March 2020. This larger-than-expected adjustment…
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A legacy is often thought of as something financial—a nest egg or an inheritance passed on to future generations. While financial assets are one part of a legacy, they don’t encompass…
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Advisor Insights Market Commentary Market NewsFed Policy and Inflation Cooling – What’s the Impact?
Written by: Trek Investment Committee The financial markets have recently been navigating a range of economic developments, with the Federal Reserve’s actions playing a significant role. In the context of geopolitical…
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Understanding your credit report can help you manage your financial health. It can seem daunting at first, but with a little guidance, you’ll be able to understand what you’re looking at…