Volatility in Context
Click here to download a PDF of this report.
Tax season is over! But our work is never done.
Most of you have filed your 2021 tax returns and said “goodbye and good riddance” to tax season. You probably won’t be thinking about taxes again until next year. And that’s fine . . . .you deserve a break from the stress of tax season. We, on the other hand, work all...
10 Key Facts About Social Security Benefits
Understanding Social Security can be confusing. Review 10 key facts about eligibility, claiming age, and benefit calculations before you make your decision.
Inflation Games
Inflation is a political lightning rod. As a result, there is a good deal of misconception around it. The Consumer Price Index (CPI) is up 7.9% from a year ago and will likely peak in the 8.5 – 9.0% range sometime in the next couple of months, the highest since 1981....
Will Russian Sanctions Lead China to Sell US Debt?
Russia’s invasion of Ukraine led western nations to impose the most draconian economic sanctions in the modern era. The Russian stock and bond markets have collapsed, along with Russia’s currency, the ruble. Many investors fear that China, which has always wanted...
Do you Recognize the Underlying Risks in your Financial Plan?
Today, many people think of their Investment Portfolio as their Financial Plan, but nothing can be farther from the truth. Your Financial Plan is so much more than your investments, and if you do not consider the Big Picture, you could be setting yourself up for crisis...
