This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret all this as investors. We cover an article commenting on a recent wonky U.S. government…
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Planning the transition of your assets isn’t just about maximizing the amount passed on and simplifying the handover—it’s really about ensuring that the help, love and wisdom you provide for your people now can continue…
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March Recap and April Outlook The month started out on a positive note as CPI came in lower than expected, creating a brief respite from worries about the impact of tariffs. It was short-lived, as…
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How Much Should We Really Be Saving For Our Kids’ College? While college savings accounts like 529s provide some nice tax benefits, there are strings attached (including the dreaded 10% penalty for non-education related withdrawals). …
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A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop of a changed inflation and interest rate environment. Everything has changed from where it was…
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February Recap and March Outlook The new administration’s priority of “reindustrializing the U.S.” is coming into focus as tariff announcements – even if softened or rescinded – indicated that this is a policy, not just…
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I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second…
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Social security benefits are linked to inflation, and with inflation largely under control, the large cost-of-living (COLA) increases of the last several years are now a thing of the past. This year’s increase was much…
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January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires. The new administration got underway with a lot of sound and fury, particularly around tariffs,…
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Retire at 55 – How to Access Retirement Without Penalties It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot that performs as well as…
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