April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest…
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May Market Commentary – A New POV Takes Hold
Retirement Is About Income … and Taxes
You’ve figured out your budget, your retirement nest egg is substantial and you’re ready to make the transition to living on income from savings instead of income from work. But have you thought through the…
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Do You Need an LLC for a Rental Property Investment?
Investing in a rental property can be a good way to achieve financial goals. It can be a source of steady income, potentially provide capital appreciation, help diversify your portfolio, and provide tax benefits. There…
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April Market Commentary – What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at…
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529 Plans and SECURE 2.0: More Flexibility
The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education should be revisited. The Federal Reserve did just that, with a web feature called “The…
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March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different. But one point of view has been remarkably consistent this year: the market does not…
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Is Your Home Part of Your Retirement Plan?
Retirement planning is all about making sure you have enough assets, and that they are handled prudently, so they can provide you with the income you want throughout your retirement. But what about the asset…
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February Market Commentary – Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged meaning this year, as the stock market as measured by the S&P came in strongly…
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What’s New With the FAFSA?
It’s been a multi-year process, but the FAFSA Simplification Act (FSA) passed back in 2021 is finally showing results, and the new FAFSA has been promised to be rolled out online by December 31, 2023….
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January Market Commentary: Is Rate Relief In Sight?
December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first…
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