Blog
Inflation, Interest Rates, & Indiana Jones
Stop me if you heard this already—roughly half the population wasn’t alive last time inflation was at this level.It’s true. According to IMDb.com, Raiders of the Lost Ark was the #1 movie at the box office the last...
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What in the World Are NFTs?
Non-fungible tokens, or NFTs, have been the recipient of the latest buzz. NFTs are digital files attached to blockchain codes. If you know anything about digital currencies, you’re probably aware that these blockchain codes are...
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The Fed's Inflation Nowcasting Tool
Does waiting 30 days for a government report seem a bit unreasonable? After all, we live in a world of instant messages and real-time quotes. Why should we wait a whole month between updates on the Consumer Price Index to see what's...
Read MoreWhere There's A Will
"Where there's a will, there's a way." Sage advice that applies not only to our lives but to your estate strategy.When was the last time you reviewed your will or estate strategy? August is National "Make a Will" Month, an excellent...
Read MoreHow SECURE 2.0 Might Change Retirement
The SECURE Act of 2019 represented the biggest update to retirement law in over a decade. Now, Congress is deliberating on what “SECURE 2.0” legislation might entail.In March, the House passed the Securing a Strong...
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A Momentous Milestone!
Congratulations on your 72nd birthday! If so, it's time to start drawing down on some of your retirement accounts. If you don’t, Uncle Sam may help himself to some of your hard-saved funds. However, there are some exceptions.As...
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Have you been thinking about life insurance?
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger investors...
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Weekly Market Insights: Stocks Rally Despite Mixed Data
In a holiday-shortened trading week, stocks rallied despite mixed economic data and vacillating energy prices and bond yields.The Dow Jones Industrial Average increased 0.77%, while the Standard & Poor’s 500 rose 1.94%. The...
Read MoreWhat Story Is the P/E Telling?
If you’re trying to get an inside edge on Wall Street, you’re probably paying attention to an array of stats and measurements. But there’s one indicator you might be overlooking.I’m talking about the...
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A Momentous Milestone!
Congratulations on your 72nd birthday! If so, it's time to start drawing down on some of your retirement accounts. If you don’t, Uncle Sam may help himself to some of your hard-saved funds. However, there are some exceptions.As...
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Playing Catch Up
Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS...
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How to Buy I Bonds Direct from the Treasury
With inflation hovering near 40-year highs, some investors are looking for alternative ways to weather the storm. For many, a Series I Savings Bond is just the ticket. I Bonds give investors a rate of return plus inflation protection...
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When Should You Benefit?
Social Security plays an important role in your retirement strategy. But, don’t forget, the amount you’ll receive depends on the age at which you file. You can start claiming benefits as early as 62, but for each...
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Celebrating Juneteenth
Juneteenth is a celebration of freedom, marking the day when slavery came to an end in the United States. The observance of this holiday, formally recognized by the state of Texas in 1980, has continued to spread to the rest of the...
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Have you been thinking about life insurance?
In our uncertain climate, it’s unsurprising that when American investors are thinking about their financial strategy, that the topic of life insurance comes up.For some, it’s always been front of mind. For younger investors...
Read MoreDon't go it alone.
When markets cycle lower like they have been lately, perspective is critical. If you’re not connected to someone with experience, it can be easy to miss the big picture.If you zoom out a bit in history, most investors haven't...
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Weekly Market Insights: Confidence in Fed Helps Spark Market Rally
Stocks posted solid gains for the week, buoyed by the release of Fed meeting minutes and upbeat earnings from mid-size and discount retailers.The Dow Jones Industrial Average jumped 6.24%, while the Standard & Poor’s 500 advanced...
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Estate Taxes May Be Amended Soon
To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes.One of the proposals would reduce the estate tax exemption to...
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Tax Changes: What's In, What's Out?
While it’s still too early to draw any final conclusions, Congress is getting closer to outlining what tax law changes are under consideration to pay for the proposed $1.75 trillion Build Back Better Plan.1For now, it appears...
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2022 Contribution Limits
Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.Staying put for 2022 are traditional Individual Retirement Accounts (IRAs)...
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Gridlock in the Supply Chain
While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain. Industrial shutdowns around the world slowed production to a relative crawl, leaving...
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Weekly Market Insights: Stocks Tap the Brakes
Stocks posted small declines last week as investors digested recent stock market gains and an unexpectedly high inflation read.The Dow Jones Industrial Average slid 0.63%, while the Standard & Poor’s 500 retreated 0.31%. The...
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Ready for Medicare Open Enrollment?
Medicare’s annual open enrollment period begins October 15 and ends December 7. During this time, current Medicare beneficiaries have the option to adjust their coverage for the coming year. Any changes to your plan will go into...
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Will the IPO Market Heat Up?
If the stock market outlook brightens, there are expectations for a bumper crop of initial public offerings to make their debuts over the next several weeks.Somewhere between 90 to 110 IPOs are preparing to come public by the end of...
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Weekly Market Insights: Debt Ceiling Raised
The overhang of bumping against the federal debt ceiling was lifted last week with an agreement to extend the debt ceiling through early December, helping propel stocks to a weekly gain.The Dow Jones Industrial Average increased by 1...
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Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.Have you switched...
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A Dividend of Confidence
The most recent stats on corporate dividends suggest that global companies are bullish on the world’s economic recovery.Dividends paid to investors are on track to hit $1.4 trillion this year and are expected to stretch even...
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Weekly Market Insights: Stocks Lackluster Despite Positive Outlook
Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...
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Inflation & the Real Rate of Return
The real rate of return is an important personal finance concept to understand.It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing purchasing power...
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