September – A Crescendo of Uncertainty!
As the stock market reminded us last week, September can be a notoriously tough month for investors. Historically, this time of year brings heightened volatility,
September 11, 2024
The Retirement Blog
Fed – Third Times a charm? Social Security – % Applying Early
The Chair of the Federal Reserve remains one of the most important positions in the global economy. I cannot imagine the various forms of pressure
August 28, 2024
Federal Reserve and Interest Rates
The stock and bond market are attempting to price in the “right” amount of Federal Reserve interest Rate cuts over the next several months. Powell
August 21, 2024
Market Volatility – Expected!
Wow! When you take a step back to think through the economy objectively, it is not hard to conclude, market volatility should be expected. Volatility
August 12, 2024
Markets – Rotation Continues
Last week continued the rotation from technology (growth) stocks to value and small cap stocks, as most US growth stock indexes were down (2.5%). US
July 29, 2024
Understanding Qualified Charitable Distributions: A Smart Way to Give
As an experienced financial advisor, I often discuss strategies with my clients that not only help them meet their financial goals but also align with
July 26, 2024
Taxes and the Markets
Who is paying the highest amount of our Federal Income Taxes? Does it matter? Certainly yes, with the Presidential election only a few months away,
July 22, 2024
Sea-Change in the Markets?
Was last week a one-off or the start of a sea-change? There have not been many weeks in 2024 when the Nasdaq has underperformed the
July 15, 2024
S&P 500 Hitting Records/Economy slowing? 2nd Half 2024
The S&P 500 smashed through 5500 for the 1st time last week. The indexes 34th new high of 2024!! Wow! The major contributors have been
July 8, 2024
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