In late December of 2022, Congress passed, and President Biden signed the $1.7 trillion omnibus spending bill. One part of the bill is the SECURE 2.0 Act, which expands on the original SECURE Act of 2019 by enhancing many features related to investors. ... Read More
Inflation is measured by the cost of a basket of goods and services over time. You may be surprised to learn that while prices are increasing at the fastest pace since the 1980s, the US dollar has simultaneously been increasing in value and is the strongest that it has been since 2002. ... Read More
So far this year, markets have been under considerable pressure and continue to experience high levels of volatility. This has resulted in large market swings, both positive and negative. As equity and fixed income assets across the globe decline in unison, it is imperative to tune out the day-to-day headlines and remain committed to the strategy of a personalized financial plan. ... Read More
The stock market kicked off 2022 with a bang, ushering in the worst performance to start a year since 2016. Despite a strong first trading day of the year in which markets closed at new record highs, the week concluded with all major domestic indices meaningfully negative. What went wrong? ... Read More
‘Transitory’ inflation? What’s that? As consumers, we see higher prices on goods and services that we purchase every day. Is this inflation short-lived or are higher prices here to stay? And, what’s the Federal Reserve doing about it? ... Read More
Evergrande, China’s largest and most indebted property developer, has recently been in the news for missing interest payment deadlines, putting the firm at risk of bankruptcy. Investors are concerned... Read More
Would you accept a job that was going to pay you less than what you could earn from collecting unemployment insurance? Many Americans have been facing this scenario as economies re-open from the COVID... Read More
Despite persistently low inflation numbers, prices on many things have been rising. Many experts think oil and gasoline may be next to experience a significant jump in price. What is causing this incr... Read More
Despite a global pandemic and widespread government-imposed lockdowns, the S&P 500 in 2020 finished 18.4% higher than where it began, a staggering return considering it was down more than 30% at its l... Read More
It’s a dilemma! You have cash, need to hold it for emergencies or for a future purpose, but you are earning almost nothing from the bank. Why are interest rates so low? You want to keep the money saf... Read More
