Looking ahead at a home purchase? High rates convincing you to stay put as long as possible? With mortgage rates pushing above 7% again, you might think a reasonable mortgage is out of reach. I’ve got some not-so-great news for […]
The author Fyodor Dostoevsky once wrote that “man only likes to count his troubles; he doesn’t calculate his happiness.” The idea that the glass is always half empty perfectly captures how many investors feel about the economy and financial markets, […]
In a world where the future is uncertain, the importance of saving for retirement cannot be overstated. As we navigate the complexities of financial planning, one beacon of hope emerges—the 401(k) plan. Widely adopted by employers as a cornerstone of […]
As we kick off 2024, the latest data is raising some concerns about inflation. Let’s dive into some data and take a look. (Not interested? Scroll down to the P.S. for an update on some new tax laws in Congress.) […]
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated exceptional returns of 26.3%, 16.2%, and 44.7% with reinvested dividends last year, respectively. The S&P has come full […]
