The Retirement Report

September’s reputation held up well.  Stocks and bonds both lost grounds however, we are now approaching what tends to be a positive quarter. The average return…

Late September is historically a challenging time for the stock market.  This year, no exception as a few headwinds are converging. Last week, the Fed, after…

How much longer do you think “inflation” will be the topic du jour?  Covid was the lead topic for what seemed an endless amount of time,…

First, I must say, it’s hard to believe it’s been 22 years since 9-11!  My emotions snap back immediately! The recent market pull-back has been quite…

Support Worthy Causes, Reduce Your Taxable Income Charitable giving can do more than give you a sense of fulfillment for making a difference in people’s lives.…

Onto September August now in the rear view, attention will turn to what has historically been the worst month of the year for stocks.  On the…

4 more trading days and August will be in the rear-view mirror. The S&P 500 is down (3.74%) for the month.  The Nasdaq is off (4.65%)…

Jackson Hole Friday, Jackson Hole Wyoming, Fed Chair Jerome Powell will give his widely anticipated speech on the US economy and where interest rates may be…

Stocks Pull Back Historically, August has not been a great month for the stock market. This August is not bucking that trend. August to date, the…