In this episode of Grow Money Business Grant and Sean discuss the disconnect between the feeling like everything is going up in price even though market values are climbing too. They also review the gold/oil…
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April Market Commentary – Markets Are Up, Consumers Are Down
We’re a little more than a month into the war with Iran, and recent data releases are beginning to tell a story of the impact on the economy. Growth expectations are lower, inflation is higher…
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Understanding Social Security Spousal Benefits: Rules, Strategies, and Timing
Social Security spousal benefits are one of the most valuable—and most misunderstood—features of the retirement system. For married couples, coordinating when and how each spouse claims benefits can mean tens or even hundreds of thousands…
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March Market Commentary – Shocks at Home and Abroad
The market barely had time to digest tariffs and AI when the Trump administration began a war against Iran. After the initial reaction, the market appeared to recover somewhat, as investors likely began to lean…
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What’s New in the 2026 Tax Season (Filing Your 2025 Return)
What’s New in the 2026 Tax Season Tax season is officially open: the IRS began accepting and processing 2025 individual tax returns on January 26, 2026, and most taxpayers have until April 15, 2026 to…
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Government Shutdown, Labor Slowdown, but the Economy is Holding
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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Avoiding the Big Retirement Risks
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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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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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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The Limits of Data in an Ever-Changing Environment
May Recap and June Outlook May was a month of differing perspectives. Markets turned positive on a belief that a solution on tariffs would be eventually forthcoming, and the continued whipsawing headlines began to have…
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