September has historically been the worst month for stocks, according to St. Louis Federal Reserve data measuring monthly S&P 500 performance over the last 50
Will you be paying more in taxes next year? Let’s ask the question in another way. Since politicians have taken aim at high earners: Are taxes going to rise
In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for
The ‘seemingly’ unstoppable bull market
Whether from clients or acquaintances, there has been no shortage of inquiries about the market’s astounding rise.
The Bureau of Labor Statistics reported 10.9 million job openings at the end of July. The largest increases in “help wanted” signs occurred in health care and
For those of us who stared in stunned disbelief at a television screen that terrible morning of September 11, 2001, it’s hard to fathom that two decades have
Labor Day, celebrated this year on September 6th, was conceived as a tribute to work and workers. For each individual, “work” has varying meanings but one of
A Covid recession and recovery
The economy hit a peak in February 2020 and bottomed out in April of the same year, according to the National Bureau of
Are you on track to retire comfortably? What are your financial goals? How much income will you need to generate each month when you have retired? What might
Are you working in a job you don’t enjoy? Are you in a role that doesn’t suit your interests and talents and ignite your passion? If so, you have something in
Stocks cruise at a high altitude
Investors that have taken a principled approach to investing and have adhered to a long-term investment plan reaped gains in
Have you ever dreamed of winning the lottery or inheriting a large sum of money? Most people have. Yet, riches that fall into our hands can sometimes quickly
