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The Blog

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

The year 2022 saw surging interest rates and high inflation - resulting in the worst year for stocks and bonds in decades.
Whether retirement is years away or right around the corner, asset allocation and risk management will be critical to your success.
The holiday season, especially given the market rebound over the past few weeks, is the perfect time for investors to remember that there is still much to be thankful for amid the uncertainties.
Your home is one of the largest, if not the largest, assets you own. And if you own a home and have a mortgage, homeowner's insurance is almost always required.
In a year like 2022, where there's been virtually nothing positive to talk about from an investing perspective, we try to make the best of a bad situation. One silver lining in a down market is the potential for tax-loss harvesting.
The Social Security Administration recently announced that benefits for retirees will increase by 8.7% beginning in 2023. This is the largest single year COLA increase in over 40 years.
We’ve enclosed our 3rd Quarter 2022 Newsletter where we share our insights on the markets, economy, investing, and financial planning.
Medicare’s Open Enrollment Period begins on October 15, and you may be asking, "Should I Change My Medicare Coverage During 2022 Open Enrollment?"
The Centers for Medicare & Medicaid Services (CMS) recently announced the 2023 premium amounts for Medicare Part B.
It’s almost Election Day in the US once again. For those who need a brief civics refresher, every two years the full US House of Representatives and one-third of the Senate are up for reelection.
Yesterday was a brutal day for stocks and bonds. The upside to challenging market environments like these is that they remind us that holding the line and staying invested are critical to long-term investment success.
The new Inflation Reduction Act is a big enchilada of green energy spending, corporate taxes, and some pretty major changes to Medicare.
This year has been historically bad for bonds, and while swift bond price declines can be upsetting, it’s not time to abandon bonds.
If you live in an area at high risk for hurricanes, you likely understand the importance of flood insurance.

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