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Weekly insights on the markets, economy, and financial planning

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.

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Recent Articles

I'm pleased to report the stock market has started 2023 on a decidedly strong note. This week looked a lot like last week with the main indices logging decent gains on the basis that the Fed won't have to raise rates as much as feared, and that the U.S. economy may see a "soft landing" after all.
In the final days of 2022, Congress passed a new set of retirement rules, known as SECURE Act 2.0, designed to make it easier to contribute to retirement plans and access those funds earmarked for retirement.
2022 was the most challenging year for investors since the Financial Crisis of 2008. Here are 5 Key Insights To Guide Us In 2023.
The stock market was able to close out the first week of 2023 with decent gains thanks to a rally effort on Friday.
The year 2022 saw surging interest rates and high inflation - resulting in the worst year for stocks and bonds in decades.
It was a positive first day for the Santa Claus Rally in an otherwise disappointing week for the stock market.
Inflation, interest rates and the Fed have been the driving forces behind the market in 2022. These factors broke a number of trends that have influenced portfolio decisions over the past several decades, creating an uncomfortable investment environment.
The market was up and down this week, and as is often the the case lately, it was primarily driven by commentary from the Fed.
The market was up and down this week, and as is often the the case lately, it was primarily driven by commentary from the Fed.
Whether retirement is years away or right around the corner, asset allocation and risk management will be critical to your success.
I've heard the pronouncement of the 60/40's death many times in my career. And, as usual, the reports of its death are greatly exaggerated.
As the year-end of 2022 approaches, we want to help you spot planning opportunities that are very time-sensitive - check out the Free Guide!
You may worry about the stock market sinking after a recession is officially announced, but markets don't wait for official announcements.
There wasn't much action in the first half of the week coming off the holiday-fueled gains last week, but it got interesting after that.

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