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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January Recap and February Outlook January seemed to go on forever, as the country faced extreme weather and devastating wildfires. The new administration got underway with a lot of sound and fury, particularly around tariffs,…
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Retire at 55 – How to Access Retirement Without Penalties It’s been an interesting few weeks in the markets since President Trump’s inauguration. A Chinese company produced an AI chatbot that performs as well as…
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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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December Recap and January Outlook The inauguration of only the second U.S. president to win two non-consecutive terms (Grover Cleveland was the first) is historic by a host of measures. Starting a second term of…
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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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October Recap and November Outlook An election season with several twists and turns came to a not-unexpected end with the reelection of President Donald Trump. The received wisdom is that the financial markets hate uncertainty,…
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September Recap and October Outlook September equity markets ended the month in positive territory, but with volatility increased. The VIX, the markets “fear index” closed higher than last month, at 16.73, up from 15.00. Intramonth,…
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August Recap and September Outlook As summer ends and September begins, attention is focused on the long-anticipated change in the Fed’s monetary policy, from holding rates steady to returning rates to lower levels. July and…
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Reducing Taxes With Charitable Giving There are a ton of different ways to give to charity, but not all of them will help you on your taxes. This week we cover a listener question about…
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