A banner year and a new year
The year 2021 was a banner year for investors. The broad-based S&P 500 Index, which is made up of 500 larger U.S. companies
The new year is the perfect break in the calendar that allows us to take off the old and put on the new. It’s like turning the page. It's a new chapter. It's
Looking to year-end
The holidays are always hectic but consider carving out some time for year-end financial matters.
A number of questions about
Alphabet soup
A sharp acceleration in economic growth, increasing worries about inflation, a reluctant-to-act-against-inflation Fed, and a strong stock
Media headlines pre- and post-Thanksgiving focused on myriad shortages and rising prices, costs for everything from turkeys to gas. Even Christmas trees were in
Let’s ask a question that seemingly has an obvious answer: Why is estate planning important? First of all, when many hear the term “estate planning,” they
New high is October—what drives the overall market?
Following a modest sell-off in September, stocks racked up a big gain in October, with the Dow Jones
A recent Investment Coach column postulated that WOOF (Well Off Older Folk) would help to save the airlines by buying premium fares in first and business class
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.
