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Monday, January 9, 2023

The “Setting Every Community Up for Retirement Enhancement Act”, commonly known as the SECURE Act, was signed into law in December 2019, and brought the biggest changes to the retirement planning landscape in decades. ...

Friday, January 6, 2023

2023 Economic Themes We don’t yet know whether 2022 will be seen as a great inflection point in the unfolding global economic narrative, but it certainly feels like a big reset for many markets.  We’re sure 2022...

Tuesday, December 13, 2022

Even before the pandemic, more and more of us were doing our holiday shopping online.  In the years since the onset of “social distancing,” online shopping (for more than just holiday gifts) has become more popular...

Wednesday, November 30, 2022

The U.S. Department of Health and Human Services estimates that 70% of people over age 65 may need extended care services at some point in their lives.  But what is extended care and how can you and your family prepare for the...

Friday, October 28, 2022

A positive start to a new earnings season and late-week hopes for a near-term easing in Fed rate hikes lifted investors’ spirits and powered stocks to gains for the week.The Dow Jones Industrial Average jumped 4.89%, while the...

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Tuesday, October 18, 2022

What has upswings and downturns, troughs, peaks, and plateaus? Though such terms could easily describe a roller coaster ride, they are also commonly used to describe the business cycle.The business cycle – also known as the...

Tuesday, October 11, 2022

A powerful two-day stock rebound cemented a positive week for investors as a new trading month began.The Dow Jones Industrial Average rose 1.99%, while the Standard & Poor’s 500 added 1.51%. The Nasdaq Composite index increased 0...

Thursday, October 6, 2022

Wall Street is always searching for a hero to embrace or a villain to blame. And right now, Fed Chair Jerome Powell is the villain.After the September Fed meeting, Powell said interest rates may be heading higher for longer than...

Wednesday, October 5, 2022

New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households "live it up" and spend more than they anticipate...

Tuesday, October 4, 2022

The White House recently forgave up to $10,000 to student loan borrowers as part of a larger debt forgiveness program. There are still quite a few questions to be answered, but here are some key points to know.Pell vs. non-Pell: Loan...

Saturday, October 1, 2022

We’re entering a tricky time of year: September and October have a reputation for bringing an extra measure of market volatility.Some of the stock market’s most challenging events have hit in September and October, and...