Scott Berry - Advisor

08/05/2025

It takes a special kind of person to be a teacher, someone who is patient, kind, and passionate about helping others. This week, we honor and thank them for their tireless efforts to shape the minds of our youth. Happy National Teacher Appreciation Week!

10/03/2025

📚 History often offers valuable lessons for today's economic challenges. The Smoot-Hawley Tariff of 1930 shaped economic policy for generations:

Then vs. Now:
🏛️ 1930: Tariffs on 25% of U.S. imports
🌎 2025: New global trade tensions emerge

🏭 1930: 35 nations protested U.S. policy
🤝 2025: Multiple trade partners signal retaliation

⁉️ 1930: Global trade collapsed
🤔 2025: Economists project 0.4% GDP impact
Key takeaway: As one economist notes, "The global economy is like an intricately choreographed dance. Tariffs are just throwing a wrench in that dance."

Want to discuss how global trade developments might affect your financial strategy? Let's connect.


Source:

Here's how current events are mirroring a key point in U.S. history that led to a trade war and exacerbated the Great Depression, according to economists.

24/09/2024

You can save tons of money getting a degree online, but not all programs are created equal! Here’s a list of the top online colleges.

Want to earn a degree online? Discover the best online colleges and universities, plus resources on choosing a school and applying for financial aid.

17/09/2024

Wanting to enjoy the outdoors while away at college? Check out this list of 50 affordable colleges all lovers of the outdoors should consider.
https://bit.ly/3qc8Jj4

10/09/2024

Know someone about to enter college dorm living? These are genius hacks for organizing tiny spaces and being prepared.
https://bit.ly/3nCXLSd

03/09/2024

College costs are constantly rising. So how much will you pay for your kids years from now? Use this calculator to find out.

This college cost and savings calculator projects future college costs and financial aid, so you can plan how much to save in a 529 plan each month.

27/08/2024

Written by a big sister to her younger brother, the author spells out what she wishes she had known before she went to college. The result gives a unique perspective on the impact of choices.
https://bit.ly/2MUgE6g

20/08/2024

Interested in helping a grandchild pay for college? Here’s a list of ways to do so and the pros and cons of each.

Learn about plans and accounts that allow you to efficiently save for your child's or grandchild’s education while shielding the savings from the IRS as much as possible.

13/08/2024

Not sure how to get your college search started? Take this quiz to be matched up with the top colleges that best suit your interests.

Get matched with colleges instantly. Discover which university will help you reach your educational goals and potential.

30/07/2024

You don’t need superpowers to make smart college-saving decisions. But with thoughtful planning, you can avoid these costly missteps.

A 529 college savings plan offers many advantages, but it can come with some potential pitfalls. Here are five mistakes to avoid.