Another strong month in March but first few days of April are soggy.
I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant.
Markets roll on despite a less accommodative Fed – for now.
Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely.
Would you like market-weighted or equal-weighted?
Do you recall the attention SECURE Act 2.0 received in early 2023? Here is a refresher on the 2023 changes and new features effective for 2024.
Fed Chair Powell if at your party – “Would you like another glass of punch?!”
Here is my traditional Holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”
Smokin’! Everything… except commodities.
Wedding bells bring excitement, hope for the future and sharp-dressed guests. It also brings new considerations in your financial life.
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.