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.
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.”