As it Stands Today, Are We in An A.I. Bubble? Blog June 15, 2024 As it Stands Today, Are We in An A.I. Bubble? Investors’ enthusiasm for artificial intelligence (AI) has propelled U.S. equity markets to multiple all-time highs… James Whalen, CFP® Love0
Implications of An Election Year Blog February 15, 2024 Implications of An Election Year Where we are and have been: It is hard to believe we are in another… James Whalen, CFP® Love0
Cash is Back Blog October 15, 2023 Cash is Back Cash is back and an important asset class to consider as part of your overall… James Whalen, CFP® Love0
Debt Ceiling Lifted BlogDebtFinancial PlanningPersonal LoansRetirement PlanningTaxes June 15, 2023 Debt Ceiling Lifted There’s been quite a bit of talk about the debt ceiling in the news of… James Whalen, CFP® Love0
James Whalen Earns CIMA® Certification Events May 19, 2023 James Whalen Earns CIMA® Certification Blue Rock Financial Group is excited to announce that James Whalen has successfully completed the… James Whalen, CFP® Love0
SECURE Act 2.0 Updates That You Need To Know BlogFinancial Planning February 15, 2023 SECURE Act 2.0 Updates That You Need To Know There are many things you can avoid in life such as cavities if you brush… James Whalen, CFP® Love0
Making the Most of Your Employer-Provided Benefits Blog November 15, 2022 Making the Most of Your Employer-Provided Benefits A significant part of many people’s compensation comes in the form of benefits on top… James Whalen, CFP® Love0
Student Loans, Are We On The Brink Of A Crisis? Blog August 31, 2022 Student Loans, Are We On The Brink Of A Crisis? On 08/24/22, the Biden administration announced they are forgiving up to $10,000 in federal student… James Whalen, CFP® Love0
1031 Exchange Guide: Rules & Benefits Blog August 15, 2022 1031 Exchange Guide: Rules & Benefits From the start, a 1031 exchange can sound like a property investor’s dream. Deferring capital… James Whalen, CFP® Love0
What is Sustainable Investing BlogInvesting June 15, 2022 What is Sustainable Investing Environmental, social, and governance, or ESG investing, is a way to build a more ethical… James Whalen, CFP® Love0