We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? l Ep 251
This week on the show we field a listener question about whether their concern about government spending should be reflected... Read more
Should I Roll My 401k Into an IRA? l Ep 250
Most Americans have at least some of their retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and... Read more
Everyone Talks About Downsizing in Retirement, But I’m Not Sure It’s the Right Move For Me l Ep 249
Downsizing from your large, long-held family home is a popular concept for retirees, but may not always be the best... Read more
I’d Like to Give More to Charity. How Can I Reduce My Taxes by Doing So?
There are a ton of different ways to give to charity, but not all of them will help you on... Read more
Should I File for Social Security Before It Runs Out? l Ep 247
Many retirees are concerned about the state of Social Security, and some of them even expect the program to crumble... Read more
A Historic Election Removes Some Uncertainty
October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the... Read more
Donor Advised Funds: A Flexible Tool for a New Generation of Giving
Donor advised funds (DAFs) provide a way for individuals and families to manage their charitable giving in a streamlined, flexible... Read more
A Volatile Start to the End of the Year?
September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX,... Read more
Tuning Up Your Portfolio for a New Interest Rate Cycle
After a steep rate hike cycle in which the Fed raised rates eleven times between March of 2022 and July... Read more
The Finish Line or the Starting Gate?
August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the... Read more
Gen Z Is Getting an Early Start on Financial Independence
Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of... Read more
August Market Commentary – Too Late, Again?
July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and... Read more
Understanding Self-Directed IRAs
The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not... Read more
July Market Commentary – A Disinflationary Trend Re-emerges
June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple... Read more