Milestone Investment Management LLC

11/06/2025

Markets rose in October as the S&P 500, Dow, and Nasdaq posted gains, supported by easing short-term rates and stronger Q3 earnings. What risks should investors watch next? Find out from Commonwealth’s Chris Fasciano in this new Market Thoughts video: https://bit.ly/gukW

October was another good month for markets, but will it be the same story in November? Find out in Chris Fasciano's latest Market Thoughts video.

11/04/2025

While federal estate taxes affect few, 17 states levy their own estate or inheritance tax, potentially hitting your retirement savings or home value. Check if your state’s tax rules could impact your heirs: https://bit.ly/ghdjgTu

Over a dozen states currently impose estate or inheritance taxes on heirs. Here’s where you’ll have to pay.

10/30/2025

https://bit.ly/vfeqTh

Lowering the federal funds rate typically leads to increases in asset values and may widen wealth gaps in the U.S.

10/28/2025

It's a red flag! Pay Attention to potential scammers!

Notice a strange bank account charge? It might be a phantom payment. Here’s how scammers use them and how you can detect bank fraud early.

10/28/2025

Not exactly what you think! Examine the source and the fees!

10/15/2025

10/14/2025

Sticking to a budget can feel like a chore, but it's the key to achieving your financial goals. Here are a few ways to get started:

Know Your Money in and Out: Tally up all your monthly take-home income and expenses to figure out where your money is going.
Pick a Method: The 50-30-20 rule is a popular starting point (50% needs, 30% wants, 20% savings/debt).
Use Tools: From simple spreadsheets to budgeting apps, find a tool that helps you track your spending and holds you accountable.
Source: https://bit.ly/hvkjklfrweiuTu

Creating a budget that works for you is key to maintaining good financial health.