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Financial Planning Corner: Are You Giving the IRS Free Money?
Read more: Financial Planning Corner: Are You Giving the IRS Free Money?We ask clients to send us their completed tax returns every year. This helps us identify planning opportunities, informs trading decisions, and allows us to…
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Will the Elections Cause a Slowdown?
Read more: Will the Elections Cause a Slowdown?Not only is 2024 an election year in the U.S. but national elections are being held…
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Macroeconomic Update: Slowing, not Stalling
Read more: Macroeconomic Update: Slowing, not StallingPersistent strength has been the hallmark of the economy over the past 12 months. Despite the…
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Markets – 2nd Quarter, 2024
Read more: Markets – 2nd Quarter, 2024Large-cap growth stocks had a strong second quarter, pushing the S&P 500 to new highs. The…
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Financial Planning Corner: What Can You Do About Your Insurance?
Read more: Financial Planning Corner: What Can You Do About Your Insurance?Inflation over the last few years has had a significant impact on those whose income has…
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What’s the Rush?
Read more: What’s the Rush?Wall Street and the American consumer are eagerly awaiting rate cuts, especially those looking to buy…
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Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…
Read more: Macroeconomic Update: Maybe a Resilient Economy isn’t so Bad…According to The Federal Reserve (Fed), when implementing Monetary Policy, they have a ’dual mandate’ of…
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Markets – 1st Quarter, 2024
Read more: Markets – 1st Quarter, 2024Equity markets had a strong first quarter, with the S&P 500 reaching fresh highs. Bonds have…
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Financial Planning Corner: What is Going on with Social Security?
Read more: Financial Planning Corner: What is Going on with Social Security?Five years ago, I wrote a piece addressing concerns about the long-term viability of Social Security…
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Markets – 4th Quarter, 2023
Read more: Markets – 4th Quarter, 2023The year started quickly, with the S&P 500 up 6% in January, and by mid-year, it…