As you might imagine, we’ve had a few folks inquiring about the current state of the markets, the outlook for the rest of this year, and what 2023 might have in store. We’ve prepared this summary to give our readers a way to take stock of things and to provide some...
When it comes to saving for retirement, there are two ways to do it. You can either make pre-tax contributions to a Traditional account or after-tax contributions to a Roth account. In this context, I am referring to using a 401k or similar employer-sponsored...
The market’s recent rally (up 9% in July) has provided some relief from this year’s challenging conditions. It also has people asking a lot of questions such as: Is the bear market over? Is this just a relief rally? Is another shoe going to drop and send the markets...
As of today (July 14th), the U.S. stock market* is down a little more than 20 percent from its all-time high, having entered a bear market precisely one month ago. Bonds* are not faring well either, and they are down about 10 percent since the start of the year. Both...
Download Guide
Join our newsletter to receive this free guide on the most important questions you should be asking when hiring a financial advisor.