Your “Magic” Retirement Number?
Does the average American actually need $1.46 million to retire comfortably? What’s Your “Magic” Retirement Number?
The Market Pullback, Geopolitical Risks, Inflation, and More
Concerns around geopolitical tensions in the Middle East, inflation, corporate earnings, and other issues have led to a market decline recently.
Week in Perspective: Stocks Startled by Inflation, Conflict [Apr. 15-2024] – VIDEO
Stocks fell last week as investors sorted through conflicting inflation reports and assessed geopolitical tensions overseas.
How Taxes Affect the Stock Market
Taxes are no one’s favorite topic but their importance as it pertains to our financial plans and investments cannot be overstated.
Week in Perspective: The Fed Stirs the Pot [April 8-2024] – Video
Stocks dropped last week as the Fed stirred the pot on “what’s next” for interest rates after mixed comments from several officials.
1st Quarter 2024 Market Review
Global equity markets had a terrific first quarter – and the gains were generally across the board as the tech-names, large-caps, mega-caps and small caps all advanced handsomely.
3 Market Insights for Investors in Q2 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy as well as over the sustainability of last year’s market rally.
Week in Perspective: Strongest Q1 in Five Years [April 1-2024] – Video
Stocks posted gains last week to close out the strongest Q1 in five years – as investors digested mixed economic news about consumer confidence.
Most Stocks Are Bad Investments
This might sound a little strange coming from someone who invests other people’s money in the stock market, but it’s true – Most Stocks Are Bad Investments.
Week In Perspective: Wall Street’s Best Week Of 2024! [Mar. 25-2024] – Video
Stocks posted their best week of the year, sparked by news that the dovish Fed decided to keep rates steady and signaled three rate cuts were still possible this year.
Why Does The Fed Even Matter?
The Federal Reserve has been in the headlines a lot lately (an understatement 😉) as analysts try to figure out when policymakers will cut interest rates.
How We Buy and Sell Homes Probably Just Changed Forever
Last week, the National Association of Realtors (NAR) agreed to settle a major lawsuit that will change the way real estate agents get paid.
Week in Perspective: Second Week of Stock Retreat [Mar. 18-2024] – Video
Stocks fell for the second straight week on inflation concerns despite a report on consumer prices that was initially well received by investors.
How Gold, Bitcoin and Market Breadth Impact Portfolios
The choice to invest in gold, bitcoin, tech stocks, or any other asset should be viewed in the context of a diversified portfolio rather than as a standalone investment.
Week In Perspective: Markets Wobble [Mar. 11-2024] – Video
Stocks were mostly down for the week as investors appeared to take some profits and traders parsed Fed Chair Jerome Powell’s Congressional testimony.
