This is a different type of blog post, one that has nothing to do with the markets, but one that I think some of my clients might find very useful.
I know one
Three items today, one looking backward, one looking forward, and one piece of news related to a recently passed piece of legislation:
1) 2022 was a tale of
On July 20, 2022 I wrote in this blog, “I previously wrote about how the S&P 500 seemed to be holding the 4,070 area, and we remain around 100 points or 2.75%
Picture two theoretical stock markets:
Market A goes up consistently indefinitely. There are no downticks, just consistent growth. This is a great market
We are over a week past the midterm elections, and most of the races have been decided. The Democrats will seemingly end up with 50 or 51 Senate seats, on the
For you early planners, here are the 2023 tax brackets and a few related items for the upcoming tax year. Please note this information does not affect anything
After a ton of daily movement pro and con, the S&P 500 is trading just above 3,700 today, 10/18/22., the same level it traded at in mid-June 2022. October is
After another round of interest rate hikes by the Federal Reserve, the 2-year Treasury hit a 15-year high of 4.266% earlier today. The rate retreated a small
It is so easy to be dour and pessimistic with the world - I came across this article today and wanted to share it just because it points out some positives.
I
Two pieces today, one on general retirement planning thoughts and one on our current market:
1) You may have noticed in our discussions and meetings I spend
For those of you interested in the interrelationship between during-retirement withdrawals and portfolio performance, please check out this article.
The
Part of the benefit of writing consistent blog posts is one can look back and see the date where I wrote XYZ and compare it to the current situation. I am not