Written by: Trek Investment Committee From looming government shutdowns to resilient economic indicators, we explore the volatile terrain investors should watch as we approach year-end. As we continue to navigate 2023,…
A guide for parents and legal guardians. The U.S. Department of Agriculture estimates the cost of raising a child to the age of 17 for a middle-income family will be about…
The 3-minute quarterly updated and insights for quarter 2 of 2023. After a strong start to the year, stocks shrugged off bank woes, debt ceiling gridlock, and recession jitters to turn…
Written by: Trek Investment Committee Recessions. Are we going to see one? Inflation and interest rates have been the long running story for quite a while now, showing historically…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial Despite being short, last week was full of market activity. Fed Chair Powell reiterated that more rate hikes were coming owing…
Retirement offers an opportunity to explore the world and embark on exciting travel adventures. However, it’s essential for you to prioritize your safety and well-being during your trips. One crucial aspect…
Have you noticed Mom or Dad showing signs of decline? Are you worried about your elderly uncle living at home by himself? You’re not alone. Many of us will find ourselves…
Written by: Benjamin Bimson CIMA®, CMT® / CIO, Trek Financial 2022 may seem like a long time ago, considering it was nearly six months ago. It was a challenging year for…
Your insurance policy needs to reflect the changes in your life. It might be time for you to consider a term conversion with your life insurance policy. A term life insurance…
A Charitable Lead Trust (CLT) is a type of trust that allows a Donor to provide benefit to charity as well as their family or other beneficiaries. A CLT is irrevocable,…