On radio and television you constantly hear ads about planning for a well-funded retirement. Suppose with the help of a financial advisor, and/or through pluck
Markets are doing their thing again, so let’s discuss.
Markets tumbled, heading into negative territory, and then bounced back. And then promptly fell again
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options. Health
Bank failures, rate talk, and economic anxieties
Is the banking crisis finally in the rearview mirror? During March, Silicon Valley Bank (SVB) unexpectedly
Ask people about retirement goals and you get a wish list─travel, play more golf, spend more time with family and friends, etc. Retirement is seen as a
Fundamental to successful financial life planning is understanding the known vagaries of life and strategizing how best to deal with them. There are certain
A Crisis of Confidence
Have you ever reflected on the foundation of the financial system? What comes to mind? Banks, investors, the stock market, the bond
On January 31, 1940, the first monthly Social Security check was issued to Ida May Fuller of Ludlow, Vermont. She received $22.54. Before passing away in 1975
This is a personal story involving treasured friends. Names have been changed to protect privacy, but the situations described are factual. Both individuals
Is it 2008 all over again? Should we be worried about the financial system collapsing?
Deep breath. Let's discuss.
On March 10th, Silicon Valley Bank (SVB
Hitting the economic gas pedal stymies stocks
“Usually, recessions sneak up on us. CEOs never talk about recessions,” economist Mark Zandi of Moody’s
The IRS announced that January 23 was the start of the 2023 tax season—or the date the IRS began accepting 2022 tax year returns. If you have yet to file, most
