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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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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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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The inflation rate has come down precipitously from the forty-year highs we saw in 2022, but it is still elevated. While we are seeing relief on prices, there are some positive impacts of higher inflation….
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When you think about building a financial plan that will help you meet your goals at every stage of your financial journey, from your younger working years through retirement, saving and investing are usually the…
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November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting…
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Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll…
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October Recap and November Outlook The Federal Reserve’s November meeting went as the market expected: no change in rates. What wasn’t expected was the October and early November rollercoaster of bond yields. And by rollercoaster,…
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September Recap and October Outlook The outcome of the Fed’s meeting in September was to hold rates at the current level. It has been described as a “hawkish pause,” and the Fed was clear in…
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Saving for retirement in a 401(k) is one of the most effective ways to build up a nest egg. But with the maximum contribution limit at a considerable $22,500 for those under 50 and $30,000…
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