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.
Key
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
