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?
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.
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.
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.
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.
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.
How Presidential Elections Affect the Stock Market
With the 2024 presidential election season heating up, there will no doubt be a flurry of daily headlines between now and election day.
Important Resources for Filing Your 2023 Tax Return
We’re in the thick of tax season, so we wanted to provide some additional resources as you prepare to file your 2023 tax return.
