Everyone likes a good sammie – they can be delicious and convenient. But when you’re the filling, it’s a different story. A recent survey by the Pew Research Center found that more than 50% of…
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Fundamentally, the best way to build wealth consistently is to spend a little less than you earn. The more you earn and the less you spend, the more money you have left over at the…
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The New Year’s resolutions process starts with good intentions, an honest assessment of how things are now, and then a visualization of what you want your new life to look like. The next step is…
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January Recap and February Outlook The market adage is “as January goes, so goes the year.” Is it true? According to an analysis by Fidelity, January returns are positive about 75% of the time the…
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With record-setting and inflation and a red-hot labor market that turned hiring to support your business into a competitive sport, last year seemed about ten years long. Will we see a return to normal this…
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The markets are starting to feel like Groundhog Day. Almost every month, it’s a cadence of employment numbers, CPI, Fed, — market reacts. With inflation starting to trend down, even if only slightly, optimism has…
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Stock and bond markets around the world had a rough year in 2022. Most of the financial headlines you’ll see these days focus on whether the Fed will be able to tame inflation without pushing…
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December Recap and January Outlook While the equity markets, as measured by the S&P 500 index, was up in the third quarter, December was a disappointment from the gains seen in October and November. There’s…
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The SECURE 2.0 Act of 2022 makes it easier to accumulate retirement savings at every stage of the financial journey. But the Act also took steps to potentially enhance retirement savings for those close to…
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It’s not the most imaginatively named legislation, but the SECURE 2.0 Act does a lot to make it easier to have a successful retirement. The legislation tackled retirement savings at several points on the financial…
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