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The Fed’s Big Decision: How Does It Change Our Outlook?
On Wednesday, the Federal Reserve announced a big policy shift. They declared “mission accomplished” on bringing inflation to heel without an accompanying recession. Moving forward,
2024 & Your Portfolio: Ten Important Points To Ponder
As we head into the last month of the year, here is where we are in markets. 1 Since January 2022, money market funds and
Retirement Plans: The Business Owner’s Swiss Army Knife
The Swiss Army Knife is an icon of utility and versatility. Invented in the late 1880s to serve the needs of the Swiss Army, the
Equity Risk Premium Unveiled: What It Tells Us About Today’s Market
A farmer has successfully harvested his first crop of the season. He faces a daunting question—should he plant a second crop? On the one hand,
Getting A Handle On Pre-Retirement Anxiety
“I’m 60 and plan to retire in 7 years. Feel like I have a good handle on it all, should have about 1.2 million in
Retirement Planning: What Information Is Needed?
A few years ago, I was talking with a friend about going to receive a physical. He informed me that he would also like to
2-Minute Guide: ETFs vs. Mutual Funds (& Unmasking the Diversification Illusion)
If you’ve been investing for any period of time, you’ve likely come across two popular investment options: exchange-traded funds (ETFs) and mutual funds. Both give
P/E Ratios: Helping Investors Make Long-Term Decisions
If you have ever turned the channel into a business news network, your first impression is likely one of fast movement and “can’t miss” trends.
Navigating Capital Gains Tax When Selling Your Home
Let’s demystify the process of dealing with capital gains taxes when selling your home. If you’re not familiar, capital gains tax applies to the profit
How Your Social Security Claiming Age Impacts Your Retirement Income
Social Security is one of the most important sources of retirement income for most Americans. It provides a guaranteed stream of income that is adjusted