I’d Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching my Roth Accounts? l Ep 254
It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot... Read more
The Market Seems Expensive Right Now. Should I Be Worried? l GMB Ep 253
Should you be concerned that the market’s just made several all-time highs? This question comes up in various forms any... Read more
What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? l Ep 252
A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in... Read more
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
February Market Commentary: A New Administration Gets Down to Business
January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires.... Read more
Planning for Potentially Higher Volatility in 2025
Last year ended with a strong economy and positive stock and bond market returns. With inflation under 3% and GDP... Read more
January Market Commentary – Seems Like Old Times?
December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland... Read more
Inflation-Adjusted Increases Come Down to Earth
The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good... Read more
December Market Commentary: A New Regime Comes Into Focus
November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The... Read more
2025 Retirement Savings Contribution Limits
The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and... Read more
Is Your 401(k) Savings on Track?
Saving for retirement should be part of every stage of your work life, from your first job to your last... 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