Blog
Market Update October 2024: Shine On
If you were only listening to the talking heads on CNBC, you probably would have missed one of the biggest stories of the year – gold’s relentless +30% move higher [...]
Read more Market Update October 2024: Shine On
Homeowners: $4k In Annual Savings on Rate Drop
As the Federal Reserve embarks on its campaign to lower interest rates, U.S. homeowners are eagerly grasping for mortgage savings. With mortgage rates now nearing [...]
Read more Homeowners: $4k In Annual Savings on Rate Drop
Consumer Confidence Falls Most In Three Years On Labor Views
US consumer confidence took an unexpected dive in September, marking the most significant decline in three years. According to The Conference Board’s latest data, [...]
Read more Consumer Confidence Falls Most In Three Years On Labor Views
Research Proves “You Can Never Have Too Much Money”
When it comes to the age-old debate of whether money can buy happiness, recent research suggests that the answer is a resounding “yes” – and more is [...]
Read more Research Proves “You Can Never Have Too Much Money”
60% Of Workers Will Delay Retirement For Lack Of Assets
Goldman Sachs Asset Management’s 2024 annual report on retirement trends paints a concerning picture: more than a third of working baby boomers and half of Gen [...]
Read more 60% Of Workers Will Delay Retirement For Lack Of Assets
When Pensions Reduce Social Security Benefits
Many teachers and other public sector employees may be surprised to learn that their retirement benefits could be significantly impacted by what are known as [...]
Read more When Pensions Reduce Social Security Benefits
Market Update August 2024: Rocky with a Hint of Smoothness
What a wild month of August we are witnessing. From panic selling on Monday, August 5 to a solid rebound since then, investors are feeling the whipsaw action of [...]
Read more Market Update August 2024: Rocky with a Hint of Smoothness
Safeguarding Business Assets During Divorce
Divorce proceedings can undoubtedly send shockwaves through a business, but with the right approach, these impacts can be minimized and managed effectively. By [...]
Read more Safeguarding Business Assets During Divorce
Important Considerations Regarding Taxes & Gifting
The Tax Cuts and Jobs Act (TCJA) has introduced substantial changes that savvy clients need to consider for gifting and charitable giving, particularly as we [...]
Read more Important Considerations Regarding Taxes & Gifting
2025 Social Security COLA May Be Lowest Since 2021
The latest Consumer Price Index data reveals a slight dip in the projected Social Security cost of living adjustment (COLA) for 2025, from 2.63% to 2.57%, as [...]
Read more 2025 Social Security COLA May Be Lowest Since 2021
Recent posts
-
2025 Year Ahead Outlook: Built to Last
February 7, 2025 -
How to Access Your IRA Without Penalty Before Age 59 ½
February 7, 2025 -
Trump Tariffs Explained
January 29, 2025 -
Alternatives: Managed Futures for Dummies
January 15, 2025 -
Social Security Changes for 2025
January 8, 2025 -
2024 Year-End Review: The Path is Always Foggy
December 22, 2024
