Investments

December 2024
2024 Year in Review: Bitcoin Bonanza
This year, Bitcoin experienced a remarkable year, recently hitting over $107,000, driven by a confluence of market dynamics, regulatory developments, and political [...]
Read more 2024 Year in Review: Bitcoin Bonanza

December 2024
2024 Year in Review: US Housing Hangover
In 2024, the U.S. residential housing market experienced a period of transition, characterized by a mix of stabilizing factors and ongoing challenges. The year [...]
Read more 2024 Year in Review: US Housing Hangover

December 2024
2024 Year in Review: Gold and Silver Shine On
Investors have generally viewed the precious metals (gold, silver, platinum, and others) with a big dose of ho-hum. After a precious metals bull market after the [...]
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October 2024
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

August 2024
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

June 2024
Market Update June 2024: Sold Down the River
If you were tuned into the financial talking heads at the very beginning of the year (Market Update: Year Ahead 2024), the big focus was on estimating how many [...]
Read more Market Update June 2024: Sold Down the River

May 2024
529 College Savings Plans: Better Than Ever in 2024
As college costs continue to rise, it’s more important than ever to have a solid plan in place to finance your child’s education. Fortunately, 529 [...]
Read more 529 College Savings Plans: Better Than Ever in 2024

May 2024
Market Update May 2024 | The Golden Oldies
Remember those Columbia House ads from the 1970s and 1980s giving you an opportunity to build out your record or tape collection for just a buck? Talk about a [...]
Read more Market Update May 2024 | The Golden Oldies

April 2024
RMD Relief for Beneficiary IRA Account Holders
The recent changes in the rules governing inherited retirement accounts have given heirs a significant advantage – more time to keep their money and plan [...]
Read more RMD Relief for Beneficiary IRA Account Holders

April 2024
One Third of Americans Feel Financially Insecure
It’s no secret that financial insecurity is a growing concern among Americans, with a significant number feeling the weight of economic pressures. The [...]
Read more One Third of Americans Feel Financially Insecure
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