I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? l EP 255
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change... Read more
I’d Like to Retire at 55. How Can I Access My Retirement Without Paying Penalties or Touching my Roth Accounts? l Ep 254
Retire at 55 - How to Access Retirement Without Penalties It’s been an interesting few weeks in the markets since... Read more
The Market Seems Expensive Right Now. Should I Be Worried? l GMB Ep 253
The Market Seems Expensive Right Now. Should I Be Worried? Should you be concerned that the market’s just made several... Read more
What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? l Ep 252
What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? A lot has happened in the markets... Read more
We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? l Ep 251
We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? This week on the show we field... Read more
Tariffs, Inflation, and Taxes: Where’s the Balance?
February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements... Read more
Social Security and Taxes: Changes for 2025
Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the... 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