Another down month of returns across the board. I Bond reset.
It’s that time of year. Don’t just click on last year’s options - take a closer look.
Rates! That’s it.
After the high 8.7% for 2023, the 2024 SS cost of living adjustment is expected to be above 3%; will be finalized on October 12.
It was the tale of two halves for the month – a rough start to August but a very strong finish – though ended the month slightly down.
Headline inflation – as measured by CPI – was 3.2% last month. But that is well above the 2% Fed target and other measures are much higher.
Here comes August – lazy, hot, vacations, back to school, two supermoons – both in life and the markets.
In addition to the excitement (and nervousness) of heading off to college, here are some financial tips to help with the transition.
We are half way through the year but most asset class returns look like a full year – and then some.
Here is a financial framework for those starting their first job – and a refresher for others already working.
This is not an AI-generated blog post, but the returns discussed are definitely influenced by AI!
Before tossing your 2022 tax return in your files, take a look at some key lines and engage in tax planning for 2023.