May
12
Breaking even: Tackling the real cost of market downturns
It's time to look beyond historical rate of returns. Consider the breakeven curve...
Read moreMay
07
Roth IRA conversion: 4 things to know before making a move
Thinking about converting your retirement plan to a Roth IRA? Here's what to consider...
Read moreMar
20
Sep
07
Aug
04
The Quiet Fall in Bond Yields
With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months.
Read moreJul
23
The Cryptocurrency Conundrum
Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began last week. In fact, over $250 billion was lost in the crypto market alone.
Read moreJul
16
The Fed Acknowledges Inflation
At its June meeting, the Federal Reserve confirmed what many of us have suspected for some time: prices are rising. In fact, prices are climbing faster than many expected. In response, the Fed raised its inflation expectation to 3.4%, up from its March projection of 2.4%, effectively raising its inflation expectation by 42%.
Read moreJul
16
Are You Ready for the Second Act of the S.E.C.U.R.E. Act?
Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0.
Read moreJul
09
Oil Prices Hit Six-Year High
On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.
Read moreJul
07
Half Time for 2021
Markets were mixed this week, with the S&P 500 reaching new all time highs. Economic data was mixed, but the most impactful news was a substantial increase in nonfarm payroll hiring, with the 850K June hiring surge coming in at approximately 17% over analyst expectations.
Read moreJul
02
A COLA with Your Social Security?
If there is a "silver lining" to all the inflation talk, it may be that Social Security benefits are expected to see a larger-than-normal increase in 2022.
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