Insights
Thoughts on the Markets and the Economy
Market Month: February 2023
The Markets (as of market close February 28, 2023) February saw stocks
The Inflation Experience Is Painful and Personal
The Inflation Experience Is Painful and Personal Inflation is a sustained increase
Financial Planning
Bonds, Interest Rates, and the Impact of Inflation
Bonds, Interest Rates, and the Impact of Inflation There are two fundamental ways that you can profit from owning bonds: from the interest that bonds
50 and Older? Here’s Your Chance to Catch Up on Retirement Saving
50 and Older? Here’s Your Chance to Catch Up on Retirement Saving If you are age 50 or older and still working, you have a
The Basics Matter: Diversification and Asset Allocation
When investing, particularly for long-term goals, there are two concepts you will likely hear about over and over again — diversification and asset allocation. Diversification
How Much Should a Family Borrow for College?
How Much Should a Family Borrow for College? There is no magic formula to determine how much you or your child should borrow for college.
I forgot to contribute to my IRA last year. Is it too late?
I forgot to contribute to my IRA last year. Is it too late? Generally speaking, the IRS allows you to make your IRA contribution for