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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Lower Rates, Higher Inflation?
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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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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How Markets Are Reacting to Tariff Negotiations and the US Debt Downgrade l Ep 258
In this episode of Grow Money Business we review what the markets have done as news of trade negotiations has trickled out over the last few weeks. We review whether tariff policy leads to inflation…
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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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Is Your 401(k) Savings on Track?
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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We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks? l Ep 251
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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Understanding Self-Directed IRAs
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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What Should I Do With the $850,000 Inheritance I Just Received? l Ep 240
What Should I Do With the $850,000 Inheritance I Just Received? This week we cover a listener question about how to handle an inheritance of $850,000. Jason recently dropped the question in our mailbag after…
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