Your Surprising Longevity
How long do you think you’re going to live? How does that compare to other countries? Do you have enough saved for...
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Crypto Complications
The crypto world tells us that Bitcoin, Ethereum and other cryptocurrencies are, well, currencies, to be used in...
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Inflation’s Ripple Effect
Tracking inflation these days provides insights into two different areas, cost of everyday living and the future of...
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IPO Performance Demystified
When somebody is being paid to recommend a particular investment, there’s a good chance that it isn’t what an objective...
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David vs. Goliath
The competition is largely invisible to the average financial consumer, but large brokerage firms have been engaged in...
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Taxes on the Horizon
Every year, taxpayers and financial professionals brace for a new round of changes to the tax laws, and it’s a huge...
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Student Loan Forgiveness on the Docket
You probably know that the Biden Administration’s student loan forgiveness plan has been tied up in the courts for...
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2023 First Quarter Investment Report
Were last year's market losses an illusion? We've now experienced two consecutive quarters of healthy market gains, the...
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Backdoor Loophole
Maybe this financial planning strategy is a loophole, and maybe it should be closed based on current tax policy. But the...
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SVB on the Run
Is the run on at Silicon Valley Bank something to be alarmed about? Will this happen at more banks? Does this affect my...
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Retirement Rules of Thumb
You may have heard of the 4% rule in retirement; is it still relative today? Have no idea what we are talking about...
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Social Security Debate
There are many reasons to closely watch the debate over Social Security benefits and FICA taxes, which has become part...
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