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Lower Returns Ahead?

Lower Returns Ahead?

A look at why, from an investment perspective, the next few years may not be as good as the past two years.

Year-End Tax Tips + November News

Year-End Tax Tips + November News

Topics Include: Tax-Saving Tips, Bearish and Bullish Indicators for the Stock Market, and an Estate-Planning Kit for Heirs.

Third Quarter Market Commentary

Third Quarter Market Commentary

The stock market finished the quarter strong, as the S&P 500 returned 5.9% and set its 43rd all-time high for the year.

Monthly Financial News – September 2024

Monthly Financial News – September 2024

The top personal finance news from September.

Topics Include: The Everything Rally, Interest Rate Expecatations in 2025+, and the best/worst performing stock markets around the world.

Monthly Financial News – August 2024

Monthly Financial News – August 2024

The top personal finance news from August, 2024.

Topics Include: Tech job postings, VC investments in AI, mortgage rate declines, and more.

Hack of National Public Data

Hack of National Public Data

Information related to the data breach of a company called National Public Data.

How to find out if you were affected, and how to freeze your credit.

Monthly Financial News – July 2024

Monthly Financial News – July 2024

The top personal finance news from July, 2024.

Topics Include: The return of volatility, the president vs. the stock market, Q2 GDP figures, and clarity around inherited IRA distributions.

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