A tax bill for gains you never saw coming can sour an otherwise smart investment. We pull back the curtain on mutual fund capital gain distributions and show how manager trades, investor redemptions, and year-end timing can leave you paying tax...

Have you ever wondered how Federal Reserve's interest rate changes can affect the market? Well, Kevin Caron, a seasoned Portfolio Manager from Washington Crossing Advisors, drops by to decode the world of finance. With his in-depth knowledge an...

Want to uncover the hidden potential of 529 plans and the new twists introduced by the Secure Act 2.0? Wondering how this could be the game changer in your child's college fund or even your first-time home purchase? Then this episode is a goldm...

Have you ever considered how to ensure your financial accounts' safety? Let's discuss the importance of trusted contacts in maintaining financial security. The Finra Rule 2165 is specifically designed to protect individuals over 65 years old or...

What is a fiduciary? This is a question that Richard Oring is frequently asked by his clients at New Century Financial Group.   When looking for an advisor, it's an important question to ask.A fiduciary is an individual or organiza...