News
AI Disruptions, Tariff Tensions, and Fed Uncertainty
January 2025 marked a volatile yet positive start to the year. Investors now face fresh challenges from AI disruptions, tariffs, and shifting Federal Reserve expectations.
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News
Is Lowering Interest Rates Good for the Economy and the Markets?
Interest rates can have a positive or a negative effect on the U.S. economy, the stock markets, and your investments. When The Fed changes the Federal Funds Rate (the rate
November 1, 2019
Retirement Planning
Social Security 2020: Increasing Taxes, Payments, and the Full Retirement Age
Social Security Retirement benefits are set to increase in 2020- a modest 1.6% increase for the average retired worker that adds an extra $24 per month to their retirement check.
November 1, 2019
Retirement Planning
Today’s Pre-Retirees: Financial Planning with a Contingency Plan
The demographics of retirement and a ‘retired person’ is rapidly changing worldwide. Over the past 200 years, there have been remarkable changes in health and wealth around the globe. Now,
November 1, 2019
General
A Better Measure of Financial Health: Net Worth
Consistent growth in income or assets are indicators of positive financial health, but when liabilities grow faster than assets, or the value of assets drop, the result is negative net
October 1, 2019
Investing
The Human Side of Wealth Management
The financial services industry has classified “advice” as financial planning, not investment advice (the selection of investments), which is just one part of wealth management. If Robo-advisors have done nothing
October 1, 2019
News
What Does an Inverted Yield Curve Mean to Investors?
Due to the duration risk of holding assets over time, a normal yield curve shows that bonds with a longer maturity have a higher yield and pay more interest than
October 1, 2019
