Tax Planning
Are Bonds Still Worth Owning?
Bonds have a reputation for being the boring part of an investment portfolio.They’re supposed to provide a little stability.No drama, please!Well, the market apparently didn’t get the memo.Government…
Read MoreYour Portfolio is Only Part of the Picture
When you think about retirement planning, what comes to mind first? Your savings? Your investments? Whether your money will last? Those are the right questions. They’re just not the…
Read MoreShould We be Worried about Inflation?
“$6 for this?”You’ve probably had a moment like that lately.Maybe it was at the grocery store. Maybe it was when you filled up your car.You see the price, do…
Read MoreWhy are interest rates rising?
Everything has a price.A gallon of gas. A house. Your morning cup of coffee.Money has a price, too.And lately, that price has been going up.In August, the yield on…
Read MoreBad news is fast. Good news isn’t.
In mid-August, the S&P 500 closed at a new all-time high.1 Yet the record arrived quietly. There was no flood of breaking-news alerts. No sense that everyone needed to stop…
Read MoreHeadlines Change Faster than Plans
For a little while, it felt like the news was getting quieter. Tensions in the Middle East seemed to be easing.1 Drivers had gotten a little relief at the gas…
Read MoreWhat’s the Story Behind Trump Accounts?
If you’ve seen a few headlines about Trump Accounts lately, you may have noticed one thing:Nobody seems to explain them quite the same way.Depending on which article you’ve read,…
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