Cooler temperatures and cooler markets
Not all tax planning moves can wait until next spring. Here are some things to consider now.
Another strong month as markets brush off any concerns – until they don’t
It’s that time of year. Don’t just click on last year’s options - take a closer look and pick up some value.
The historically weak September returns were quite solid this year.
A recent family vacation provided a refreshing “nature bath” and reinforced some fundamental retirement planning concepts.
August was “opposite land” in markets vs. July
Here are some financial tips to add to your “packing list” as you head off to college.
Strong start but a weak finish for July
The tax bill signed into law July 4th will impact everyone starting in 2025. Which features and size of impact depends on income and other items.
More green on the screen for June as the markets marched past the various present risks.
Less than 10 years before Social Security and Medicare Trust Funds hit $0. Then mostly payroll taxes only will be available to cover promised benefits. Here is a financial overview of these programs in a Q&A format.