Investments
2024 Year-End Review: The Path is Always Foggy
As we close the books on 2024, it’s time to look back at what the heck just happened! To our chagrin, barring no major moves lower in the next week, the US [...]
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2024 Year in Review: Breaking, Bad Bonds
In 2024, the U.S. bond markets experienced a year of considerable fluctuation, shaped by economic indicators, policy shifts, and geopolitical events. Early in the [...]
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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 [...]
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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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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 [...]
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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 [...]
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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 [...]
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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 [...]
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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 [...]
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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 [...]
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Recent posts
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2024 Year-End Review: The Path is Always Foggy
December 22, 2024 -
2024 Year in Review: Breaking, Bad Bonds
December 15, 2024 -
2024 Year in Review: Bitcoin Bonanza
December 15, 2024 -
2024 Year in Review: US Housing Hangover
December 15, 2024 -
2024 Year in Review: Gold and Silver Shine On
December 15, 2024 -
Market Update October 2024: Shine On
October 1, 2024
