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 […]
Ever wonder why some people are perfectly calm during market swings… While you’re left wondering what’s going on? And what you should do next? If you’re 100% happy with the advice you’re getting and totally relaxed about your portfolio – […]
A new year beckons, promising new opportunities. We’d like to offer a heartfelt “thank you” for being part of the Art of Financial Planning Journey. We are grateful for your presence in our life, and we are sending you our […]
