Market Commentary: S&P 500 Makes New Highs Amid Solid Breadth Even as Job Growth Weakens
The bull market rages on, as the S&P 500 moved to another new high last week, the first in the month of September and 21st overall on the year.
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Politics and the Markets: How to Invest in Politically Challenging Times
When presenting to individual investors, what I worry about the most is offending an audience member’s political views, especially when there’s a Q&A to follow. As our political discussions grow more contentious, it’s more challenging to avoid stepping on toes.
The Progression of Financial Planning Through Every Decade of Your Life
Your career and lifestyle look completely different when you’re in your 20s compared to when you’re in your 60s – your financial focus and planning in each decade should follow suit. I’ve highlighted three financial tactics to focus on in each decade of your life starting with your 20s.
How to Buy a Car Without Losing Your Mind (or Your Wallet)
Having to buy a car is like having a sliver stuck under my fingernail. It’s painful and annoying, I know I have to deal with it, but it’s going to take forever. Might as well pack a lunch too, because the second you decide you want to test drive something they have you trapped.
Volatility – What to Expect and How to Act
I recently gave an annual presentation to the 401(k) participants I advise. I always try to explain risk tolerance and investing to my audience in an easily understandable way. For most of the participants, investing in their 401(k) has been their only experience investing, so their knowled …
How to Decide the Best Place to Live When You Retire
One of the questions I get asked often is “Where should I live in retirement?” Sometimes the person is asking about a list of cities, sometimes they’re asking about what type of residence – home, apartment, condo, retirement community, etc. – and sometimes it’s even other countries.
How is My Tax Situation Different After the Passage of the Tax Cuts and Jobs Act?
The Tax Cuts and Jobs Act was the single largest tax reform legislation passed in the last 30 years. It changes tax laws that impact retirement planning, mortgages, corporation, partnerships, small-business owners and even state taxes to some degree.
