Recent Articles
June Market Commentary: A Hot Labor Market Complicates the Fed’s Timeline
June 7, 2023June Market Commentary: A Hot Labor Market Complicates the Fed’s Timeline May Recap and June Outlook The debt ceiling negotiations dominated... Read More
Debt Deadlines, Defaults, and Downgrades
May 18, 2023Debt Deadlines, Defaults, and Downgrades The debt ceiling is making news again. Will Congress raise it? Will the U.S. make history... Read More
May Market Commentary: The End of a Fed Cycle?
May 12, 2023May Market Commentary: The End of a Fed Cycle? April Recap and May Outlook The biggest news in the Fed’s statement... Read More
Financial Capability Beyond April
April 17, 2023Financial Capability Beyond April April is Financial Capability Month, an initiative that started in 2004 as "Financial Literacy" and has evolved... Read More
April Market Commentary All’s Well That Ends Well? Not So Fast…
April 6, 2023April Market Commentary: All’s Well That Ends Well? Not So Fast… March Recap and April Outlook Equity markets, using the S&P... Read More
Tax Planning for Retirement: The Long Game
March 24, 2023Tax Planning for Retirement: The Long Game Tax planning for retirement is different from the strategies you deploy to minimize taxes... Read More
Creating Flexible Income in Retirement: Roth Conversions
March 23, 2023Creating Flexible Income in Retirement: Roth Conversions If you saved for retirement in a tax-deferred account, you lowered your taxes in... Read More
Investing in Retirement: It’s About Avoiding Volatility
March 22, 2023Investing in Retirement: It’s About Avoiding Volatility You’ve been saving and investing diligently and now retirement is finally here. You may... Read More
Timing Social Security: A Tax Perspective
March 21, 2023Timing Social Security: A Tax Perspective Minimizing taxes in retirement is just as important as it is during your working life... Read More
March Madness: Non-Basketball Edition
March 17, 2023March Madness: Non-Basketball Edition The monthly Fed/CPI/Employment headline-market movement industrial complex was rudely shouldered aside in the last week by a... Read More