5 Market Insights for Investors in the Second Half of 2024
As we enter the second half of 2024, it’s helpful to reflect and gain perspective on the major events that have driven markets.
Mega Backdoor Roth Conversion: Could it Work for You?
If you’re like most people, you’d probably jump at the chance to supercharge your retirement savings in the most tax-advantaged way possible. Well, you could be in luck.
What the Fed’s Outlook Means for Bonds
With inflation beginning to improve, many finally expect the Fed to begin cutting rates by the end of the year.
Chart of the Month: How Nvidia is Shaping the S&P 500’s Performance
Due to its high index weight and strong return, Nvidia has contributed 33% of the S&P 500 Index’s year-to-date return.
How do Technological Innovations Impact the Stock Market?
history shows that the economy and markets grow over long periods of time due to technological innovation and gains in productivity.
Storm Clouds Gathering?
Are storm clouds gathering this summer? There’s been a lot of chatter about a pullback. Should investors be worried about a market storm?
Account Types & Asset Location
Choosing different types of investments is hard enough. Complicating matters further, now you have to decide which types of accounts to invest in.
Cash is Not a Long-Term Investment
In times of market uncertainty, investors often seek the comfort of cash. And while cash obviously plays a crucial role for any investor, it’s not a long-term investment.
Retiring Early? A Few Considerations
Early retirement may seem like a dream come true. However, you need to be well prepared if you want to hang up your hat early.
Dow 40,000 and Consumer Net Worth
The Dow Jones Industrial Average reached 40,000 for the first time recently as markets continue to rebound from a 5% decline earlier this year.
Zombie Recession?
Is a Zombie Recession coming? (By that, I mean that renewed fears of a “hard landing” recession have emerged from the grave.)
Chart of the Month: Updated Timeline on Expected Interest Rate Cuts
It was the fastest and most aggressive rate-hiking campaign in decades, but the focus is shifting to interest rate cuts as the central bank prepares to make its next policy move.
How the Costs and Benefits of College Affect Financial Plans
College represents one of the largest expenses and sources of financial stress in our lives, on par with retirement or buying a home.
Social Security and Your Spouse
You may be surprised to learn that if you apply for Social Security benefits as a married individual, you automatically apply for spousal benefits.
Your “Magic” Retirement Number?
Does the average American actually need $1.46 million to retire comfortably? What’s Your “Magic” Retirement Number?
