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 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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Retirement Spending and Investing: 4% Rule or U-Shaped Curve
You’ve worked hard and built up a healthy retirement plan balance, and the time to start spending it is finally here. But how can you be sure that your plan will provide the income you…
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Tariffs, Policy, Politics and Your Portfolio l Ep 257
This episode of Grow Money Business covers tariffs, Trump’s recent economic policy, the market’s reaction, and how we should interpret all this as investors.  We cover an article commenting on a recent wonky U.S. government…
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Is Your Portfolio Ready for 2025?
A new presidential administration will be working towards a very different agenda, and it will play out against the backdrop of a changed inflation and interest rate environment. Everything has changed from where it was…
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I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? l EP 255
I’m Concerned About What’s Happening in Washington. How Can I Protect My Portfolio? We’ve seen a massive amount of change in the federal government in the last month since Trump was inaugurated for his second…
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Planning for Potentially Higher Volatility in 2025
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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The Market Seems Expensive Right Now. Should I Be Worried? l GMB Ep 253
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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