Financial Matters with Richard Oring

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 and expertise, we explore current cash, bond, and stock e…

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...

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 o...

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 o...

With the market volatility we've experienced in 2022, many folks are looking at different types of investment vehicles. One that Richard Oring's clients have been asking about lately is the I Bond. Today, Rich explains what they are and more. I bonds are securities issued by the US Treasury, that a…

There are many things you should consider when it comes to end-of-year tax planning, but today Rich and Jag are focusing on Tax Loss Harvesting. To understand tax loss harvesting, we will want to define terms. Rich walks us ...