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The investment in higher education represents not only substantial costs but also a complex decision about future career prospects, quality of life, and financial independence.

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Recent Articles

The start of the year is the perfect time to prioritize both personal and financial well-being, especially after two years of strong market returns and changing economic conditions.
What a year it was! From a total solar eclipse, one of the wildest presidential elections in recent history, and record-breaking stock market performance, 2024 was filled with events that sparked conversations, emotions, and reflections.
As we approach the end of the year, I want to address a few of the top questions we're getting from clients right now.
The past two years have been remarkable for investors, with the S&P 500 posting back-to-back gains of over +20%.
As a high-income earner, you still have many options to reduce your taxes. In this article we'll discuss some of the most effective tax reduction strategies for high earners.
Despite periods of uncertainty around the Federal Reserve, the presidential election, and geopolitical conflicts, the stock market has delivered exceptional returns in 2024.
Understanding how to reduce taxes in retirement is crucial for maximizing your savings, and should be part of your financial plan.
The election is over, and global markets are analyzing the outcome and starting to adjust for the upcoming Trump administration.
An important yet counterintuitive issue recently is that long-term interest rates have risen in recent weeks despite the Fed’s latest cuts.
Given the difficult inflationary conditions of the past few years, the risk that worries most retirees continues to be outliving their savings.
Along with the uncertainty of the past few years, it’s no wonder that we're seeing a 2024 gold rally as prices have risen to record levels above $2,700 per ounce.
The economy is in uncharted territory. Figure 1 graphs the Leading Economic Index (LEI), which tracks ten data points that tend to change before the overall economy does.
With a couple of weeks until the presidential election, the tax policy platforms for Donald Trump and Kamala Harris are gradually forming.
Please join our Chief Investment Officer, Mike Minter, for our quarterly webinar where we discuss ten relevant market and economic themes heading into the 4th quarter of 2024.
This year's Medicare Open Enrollment Period begins on October 15, 2024. Are you satisfied with your coverage?

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