Last year ended with a strong economy and positive stock and bond market returns. With inflation under 3% and GDP over 3%, the soft landing remained in place. While volatility was not a constant theme,…
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December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of…
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The Market Seems Expensive Right Now. Should I Be Worried? Should you be concerned that the market’s just made several all-time highs? This question comes up in various forms any time stock markets set new…
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The Federal Reserve has succeeded in bringing inflation down to the long-term goal rate of near 2%, which is good news for consumers. But for savers and taxpayers, this means that the big increases we’ve…
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November Recap and December Outlook The transition to a new administration is underway with announcements of cabinet position nominees. The pro-business lean of the incoming government is not a surprise, and the emphasis is likely…
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The IRS has increased the contribution limits for many retirement savings plans. In 2025, 401(k)s, 403(b)s, governmental 457 plans, and the Thrift Savings Plan for government employees and the armed services will see an increase…
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What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets? A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock,…
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Saving for retirement should be part of every stage of your work life, from your first job to your last years before retirement. A 401(k) or other similar employer-sponsored, tax-advantaged retirement savings vehicle is, for…
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October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty,…
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We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? This week on the show we field a listener question about whether their concern about federal spending should be reflected in their…
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