Strong Jobs Report Gets the “Good News Is Bad News” Treatment The S&P 500 fell 1.9% last week, with much of the loss a “good news is bad news” reaction to Friday’s strong jobs report. The average year sees three mild corrections of at least 5%, and the current decline isn’t even there yet (even […]
Weekly Market Commentary 1/13/2025 Read More »
Some Favorite Charts from 2024 and a New Congress Is Sworn In The charts that we think best capture 2024 include contributors to the S&P 500’s return, the dollar, and the yield curve. While we remain bullish on the policy environment, there are several areas where a policy mistake could shift the narrative, including Fed
Weekly Market Commentary 1/6/2025 Read More »
Max out those retirement contributions! Make sure you’re taking full advantage of your retirement accounts. For 401(k)s, the contribution limit for 2024 is $23,000, plus a $7,500 catch-up if you’re 50 or older. And starting in 2025, people aged 60-63 will get an extra boost with a special catch-up option that’s up to $10,000, or
End of Year Considerations 2024 Read More »
New retirees sometimes worry that they are spending too much, too soon. Should they scale back? Are they at risk of outliving their money? This concern may be legitimate. Some households “live it up” and spend more than they anticipate as retirement starts to unfold. In 10 or 20 years, though, they may not spend
How Retirement Spending Changes With Time Read More »
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
An Inside Look at Retirement Living Read More »
This video discusses issues related to your retirement accounts when you move on from your job.
Retirement Accounts When You Change Your Job Read More »
Getting what you want out of your money may require the right game plan.
5 Smart Investing Strategies Read More »
Learn about the difference between bulls and bears—markets, that is!
Bull and Bear Go To Market Read More »
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
What You Need to Know About Social Security Read More »
