Bond. Any Bond.
College financing has entered a new chapter. While the new rules simplify the system, they raise the stakes for early planning around loan access, borrower responsibility, and long-term cash flow.
Rates was a focus but monthly change muted. Tech earnings getting a bump from other investments.
Investing beyond a bank account, Roth vs. Traditional IRA, inflation impact on my Chipotle run and good vs. bad debt.
The Market, rather than the Fed, hiked rates. And an “awareness” of the impacts of leverage.
Expected college expenses, how to pay for them and savings v. investing.
“I don’t know, Jessie. Toys are for play, but tech is… tech is for everything.” - Woody
SS and Medicare Trust Funds are projected to hit $0 in less than eight years. Payroll taxes will continue, but only cover 83% and 89% of benefits. Here is an overview of these programs in a Q&A format.
Equities extended the rally from April on the back of AI-related projected earnings
Before moving your 2025 tax return to the electronic file, take a look at some key lines to guide 2026 tax planning.
Nothing to see here… just 10+% equity returns… over 1 month!
Here is a financial framework for those starting their first job – and a refresher for others already working.