Expand your financial knowledge with insightful blog posts highlighting market changes and financial strategies.
Health Savings Accounts, otherwise known as HSAs or (HS “yay”s if you are a tax nerd like me) are one of the most underutilized account types that I have seen in practice. While these accounts
When was the last time you reviewed your auto, home, and umbrella insurance policies? If you haven’t done so recently, it might be prudent to revisit your coverages. For example: when it comes to homeowner’s
So, what’s up with the debt ceiling? All this partisan politicking is dragging us down! Let’s highlight the 5 most important pieces you need to know and our advice on what to do with your
Both stocks and bonds started off 2023 with a continuation of the strong rally that began late last year. Most would not have expected this result after recalling the headlines from this quarter, but it’s
If you were not familiar with Silicon Valley Bank (SVB), it’s likely that you have heard about it now – and not in a good way. Unfortunately, SVB on Friday became the biggest bank to
When we look back at 2022, there will be plenty of material for the history books. Few, if any, predicted the size and scope of the declines and volatility seen this year. So, while it’s
Sequels are never as good – are they? Well, that may just hold to movies. There’s plenty of new tax & retirement planning implications from SECURE Act 2.0, passed Dec. 29, 2022. The original 2020
To say the least, there’s been plenty of political, financial, and economic action this year—from rising interest rates, to elevated inflation, to ongoing market turmoil. How will all the excitement translate into annual performance in
There’s no sugar coating it – the first three quarters of 2022 have seen almost all asset classes down and the fourth quarter hasn’t started off on a good note. The widely quoted S&P 500
“No man ever steps in the same river twice, for it’s not the same river and he’s not the same man.” – Heraclitus This insight from an ancient Greek philosopher is a relevant way to
And just like that, two years have passed since spring 2020! In our daily lives and in the markets, it has been both rewarding and challenging. There has been a lot – I repeat, a lot –
For much of 2021 it seemed like investors were just whistling “Walkin’ in the Sunshine” by Roger Miller and quickly forgetting the ‘worries and woes’ of the pandemic, inflation, the Fed, geopolitics and a host
