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Ashlyn Brooks

Posts by Ashlyn Brooks

Financial Advisor

What the Tentative Debt Ceiling Deal Means For You

President Joe Biden and House Speaker Kevin McCarthy (R-Calif.) reached a tentative agreement to raise the U.S. debt ceiling over the weekend, allowing a ray of hope to peek through the fiscal cloud that had been hanging over D.C. This… Read more…


4 Retirement Planning Tips for 2023

Are you prepared for retirement? With longer life expectancy, rising healthcare costs, and the possibility of Social Security insolvency the pressure to prepare is mounting. To help you navigate the process, here’s an overview of the key factors you should… Read more…


Here’s How Often You Should Rebalance Your Portfolio, According to Vanguard

Portfolio shifts are a common occurrence for investors, especially active ones. Over time, assets shift out of balance from their original assigned portions and could take you out of your comfort zone. Rebalancing your portfolio realigns your assets to meet… Read more…


5 Tips From Morningstar to Invest Like Warren Buffett

Warren Buffett is one of the most successful investors of all time, with a net worth of over $100 billion. Known as the “Oracle of Omaha,” Buffett has made his fortune by investing in businesses with strong competitive advantages and… Read more…


Retirees Are Keeping Their Money Longer in Retirement Plans: Should You?

As you approach retirement age, you may be wondering what to do with the money in your retirement plan. In particular, you want to make sure you’re not losing money due to pesky fees and don’t want your asset allocation… Read more…


Torn On How To Spend Your Refund? This Investment Offers Low-Risk And Inflation Protection

As tax season continues, many individuals are anticipating receiving a tax refund — and figuring out what fun item or experience they’ll splurge on. As much fun as a new ATV would be, though, it might be smarter to invest… Read more…

Retired man looking out the window
Data Studies

Fastest-Growing STEM Jobs in the U.S. – 2023 Edition

Science, technology, engineering and math (STEM) jobs are projected to grow 15% between 2021 and 2031. But this year is a mixed bag for many workers in these occupations. In recent months, tens of thousands of tech workers have been laid off at big firms such as Meta, Amazon and Google. Keeping this in mind, SmartAsset… Read more…

Financial Advisor

How to Create a Set-It-And-Forget-It Portfolio

Investing can be a complex and stressful endeavor. The idea of constant monitoring, rebalancing and stock picking can be overwhelming (not to mention costly, if done incorrectly), especially for those new to investing. But what if there were a way… Read more…

Estate Planning

Enablement Could Leave you Permanently Footing the Bill for Your Entire Family

The recession, inflation and COVID-19 have made a bad situation worse. Financial dependency now has aging parents living with their adult children and their adult children footing the bill for their parent’s ill-planned retirement. All while also trying to raise… Read more…

Financial Advisor

Made Money With A Side Hustle Last Year? Uncle Sam is Coming for His Cut

Did you start side hustle last year? You’re self-employed. Even if you only made $0.01 and didn’t get a 1099. Financial advisors and tax professionals alike are here to help but there is growing confusion about who counts as self-employed… Read more…