In this episode of Grow Money Business we cover the current state of the market and whether we’re in a bubble or not. We also respond to a listener question about whether they should add…
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The “One Big Beautiful Bill” Act
The signature Republican megalegislation has a very appropriate nomenclature, as it combines taxing and spending across a broad range of issues. While the ultimate cost of the bill and the political agenda items that the…
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Lower Rates, Higher Inflation?
August Recap and September Outlook An extremely low jobs report for August, released in the first week of September, focused all attention on the jobs market. The real shock wasn’t the low number of jobs…
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Fed Independence and Active Management in Bonds l Ep 261
In this episode of Grow Money Business we dive into the independence of the federal reserve, including the recent allegations of mortgage fraud by one of the fed’s governors and some of the history of…
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The Silly Season Gets Serious – August Market Commentary
July Recap and August Outlook The hot days of high summer are usually regarded as the “silly season” because, lacking important news, the media tends to look for trivial material that will capture viewers. Not…
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Asset Location: A Tax Lens on Retirement Investing
You’ve built a retirement nest egg by saving consistently and investing carefully. An asset allocation that allowed growth but gradually reduced risk as you got closer to retirement was probably part of the plan. But…
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Everything You Need to Know About the Big Beautiful Bill l Ep 260
The One Big Beautiful Bill Act has been passed into law, and we dive into it’s details in this episode of Grow Money Business. We cover the changes to tax laws that you should know…
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Estate Planning: The Essential Instruments
Estate planning isn’t just about protecting your assets—it’s about protecting yourself and your people. A thoughtful plan can ensure that your feelings about religion, medical care, what types of treatments you’ll receive or where you…
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Everything is Different Now – July Market Commentary
June Recap and July Outlook June saw a further complication of the macro situation as U.S. military involvement in Iran was added to ongoing tariff confusion and a worsening of the economic outlook for the…
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A New Approach to Paying for College
A recent study found that a bachelor’s degree is estimated to be worth $2.8 million on average over a lifetime, and those who earn one make 84% more than the average high school graduate.1 But it’s…
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