In this episode of Grow Money Business we review what happened in the markets in 2025, focusing on gold, U.S. and non-U.S. stocks, and what to expect going forward. Show Notes…
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“Trump Accounts” have been in the news recently – the ones opened for newborns that are funded by the government that you may have heard about. Questions about them have started flowing into our office,…
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November Recap and December Outlook The shutdown is over, but it’s taking time to get the data flowing again. September data will likely be available in early December, and October will be combined with November…
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Tax Smart Charitable Giving : A Year End Guide for 2025 Most people think of charitable giving as a simple transaction: you write a check to a cause you care about, and at tax time…
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In this episode of Grow Money Business we take stock of the potential AI bubble, the recent Nvidia (NVDA) earnings call, and the November rout in cryptocurrencies. Show Notes [01:44] Market…
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October Recap and November Outlook The fourth quarter has seen the longest government shut down on record, and an election cycle that would seem to reflect some voter dissatisfaction with the status quo. The shutdown…
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As we head into the last couple months of the year, many of us start thinking about holiday plans, family gatherings, and wrapping up projects before the calendar flips. But for retirees and people nearing…
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In this episode of Grow Money Business we review the government shutdown and what’s holding up an agreement, how that impacts the financial markets, what’s happening with gold, and a different perspective on the AI…
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September Recap and October Outlook After a pause in interest rate cuts since the last cut at the December 2024 FOMC meeting, the Federal Reserve finally reduced rates by 25 basis points at the September…
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Retirement is just as much a leap of faith as any other significant life change. No matter how much you prepare, you will only really understand all the implications when you start your new life….
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