February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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GMB 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 in the federal government in the last month since Trump was inaugurated for his second term. The threat of tariffs and inflation, DOGE’s dismantling of legacy government programs,…
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GMB Ep 246: Using Tech Tools to Bypass IRS Hold Times with Tomas Nally
It’s no secret that the IRS is underfunded right now. It takes most taxpayers months to receive refund checks, and most would rather go to the dentist than wait on hold to talk with the…
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GMB Episode #242 : Why Would I Ever Want to Invest In Other Countries?
One question we get a lot is why we’d ever want to invest in countries other than the U.S. The U.S. stock market has done far better than other countries recently. It’s the biggest national…
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Retirement Planning for a New Paradigm
Are you thinking about retirement? There’s the good part – the travel, time with family, catching up with yourself or achieving long-held dreams or goals. But then there’s worrying if you’ve saved enough and you’ll…
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GMB Ep 204: What Does Inflation Mean for Your Retirement Plan?
We dedicated this week’s episode of Grow Money Business to discussing inflation and how it might affect your retirement plan. Throughout the episode, we dive into technicalities in detail, research what the data tells us,…
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GMB #197: Checking in on Inflation
We dedicated this week’s episode of Grow Money Business to inflation. A few years ago, inflation was incredibly low, but for the past 15 months, it has made its presence known in a constantly positive…
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March Market Commentary: Why Aren’t Rate Hikes Working?
February Recap and March Outlook If there’s an aphorism for February that you could embroider on a pillow, it would be, “The more things change, the more they remain the same.” Markets appear to have…
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Tuning Up Your Portfolio for 2023
The combination of high inflation, the Federal Reserve’s aggressive program of rate increases, and economic and geopolitical uncertainty has meant volatile markets and the vanishing of traditional sources of portfolio diversification. Progress has been made,…
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Making the Retirement Leap in 2023
Planning for retirement is something you’ve probably been doing for a good part of your working life. You’ve saved, invested, and mapped out your post-retirement life and goals. As you get to the point that…
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