Estate Planning

Recent market events have left many investors feeling uneasy.The Japanese stock market recently crashed 1, driven by rising unemployment rates (now at 4.3% as of July) 2, disappointing corporate earnings, and the…

A lot has happened recently.After weeks of gains, markets slid as investors took a step back from big technology stocks. 1At the same time, a global IT outage took major corporations…

When you see headlines like, “Nvidia becomes world’s most valuable company…” 1 Or read that a few stocks are responsible for most of the market’s gains… Or see some newsletter…

The rocket’s red glare. Bombs bursting in air. Our flag … still there! What awesome images and powerful reminders Francis Scott Key’s “The Star-Spangled Banner” provide us, right? This year,…

When it comes to your personal life, do you settle for typical? Or do you strive for more? And do you follow your head AND your heart? The word “typical” doesn’t…

Clouds may be gathering. Should investors be worried about a storm?Let’s look at some factors that could trigger a market selloff in the weeks or months ahead.(Note: I’m not saying…

For those of you who enjoy the gritty action of the old Dirty Harry films starring Clint Eastwood, there’s one question in this world that’s hard to forget: “Do I feel lucky?” Well,…

After months of simmering inflation reports, it looks like inflation finally eased slightly in April. 1Are prices stabilizing? Can we breathe a sigh of relief?Let’s dig a little deeper.What’s inside the…

Memorial Day is a poignant time to pause and reflect on the sacrifices made by the brave men and women who served our country with valor and dedication. It’s a…

Between high contribution limits, tax advantages, and potential employer matching, a 401(k) can be a homerun for your retirement savings.But if you’ve moved on from your 401(k) employer or are…