August started out in “risk-off” mode but quickly reversed. Hello September!
Here are some financial tips to add to your “packing list” as you head off to college.
Small caps had a strong month after another tame inflation report.
US Large Cap equities have performed extremely well lately. Can that continue?
Equity markets were mixed in June, but US Large Caps and Emerging Markets were solid.
Here is my graduation gift for those starting their first job – and a refresher for others already working.
Equity markets rebounded strongly in May
The latest funding status of Social Security and Medicare is available. Yes, the programs will be around when you retire, but benefits may be reduced. Here is a financial overview of these programs in a Q&A format.
April showers hit the US equity and bond markets.
Before tossing your 2023 tax return in the electronic flie, take a look at some key lines and engage in tax planning for a better 2024 return.
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.