Gen Z, the generation born between 1997 and 2012, is making its presence – and preferences – known. As of 2023, The U.S. Census Bureau reports that about 20% of the U.S. population falls into…
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July Recap and August Outlook After weeks of Olympic-themed press reports about the Fed “sticking the (soft) landing” and safely guiding the economy to a place where inflation is coming down and growth is…
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The speed of change in the investment markets seems to be accelerating, and for many investors, traditional investments may not provide the risk-adjusted return they seek. Investors who access the markets through a taxable brokerage…
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June Recap and July Outlook At the FOMC meeting in mid-June, the story was the drop in expectations for multiple rate cuts in 2024 to potentially only one rate cut later in the year. However,…
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The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging. There’s a lot to think about, plan for, and organize, but one of the things…
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May Recap and June Outlook May saw a return to more confidence in the economy and the markets. The Fed met early in the month, and Chairman Powell managed to curb market pessimism by stating…
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Similar to the limits placed on contributions to retirement savings plans when you are working, the IRS also has regulations for how to take money out. Because contributions are made with pre-tax dollars, the government…
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April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest…
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You’ve figured out your budget, your retirement nest egg is substantial and you’re ready to make the transition to living on income from savings instead of income from work. But have you thought through the…
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Investing in a rental property can be a good way to achieve financial goals. It can be a source of steady income, potentially provide capital appreciation, help diversify your portfolio, and provide tax benefits. There…
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