In addition to the excitement (and nervousness) of heading off to college, here are some financial tips to help with the transition.
We are half way through the year but most asset class returns look like a full year – and then some.
Here is a financial framework for those starting their first job – and a refresher for others already working.
This is not an AI-generated blog post, but the returns discussed are definitely influenced by AI!
Before tossing your 2022 tax return in your files, take a look at some key lines and engage in tax planning for 2023.
It looks like the May flowers came early in the developed equity markets.
Social Security and Medicare are important programs providing income and health coverage during retirement. 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.
The 2023 rally was interrupted by the banking issues coming to a head on March 10th. Markets calmed down by the end of the month though early April showers are upon us.
Banks are in the news. Here is a summary of the recent events and why this differs from 2008.
In January, all major asset classes were up except commodities. In February, the opposite occurred – except commodities were still down. The bond market believes the Fed again!
Last month I summarized 25 key provisions for both individuals and businesses. This time I dig a little deeper on five provisions that apply to – or piqued the interest of - many individuals and are worth repeating.
The January effect was in full swing, along with the bond market pushing against the Fed.