An online journal of our latest views and no-nonsense financial education.

February 10, 2020

A quietly-publicized tax bill worked its way through Congress last year and was signed into law on December 20th. Known as the Setting Every Community Up for Re...

September 4, 2019

Around the beginning of every year, most major financial publications print articles with interviews of market experts talking about what they expect in the com...

August 1, 2019

The second quarter of 2019 continued the positive returns from the first quarter, although not as robustly. In our latest investment briefing, found here, we lo...

September 4, 2018

More and more Americans are finding that after a planned and well-earned retirement, they still have a desire to work. Nearly 55% of people ages 60 to 64 were w...

July 30, 2018

A decision many homeowners face is whether to pay-off their home mortgage early by making additional principal payments, or, instead, to invest this surplus cas...

June 7, 2018

64% of today's workers [1], according to a recent survey by the Employee Benefit Research Institute (EBRI), feel very or somewhat confident in having enough mon...

May 21, 2018

A growing concern for many parents is the future cost of their child’s education, second only to retirement. With the sky rocketing cost of college tuition, par...

March 24, 2018

The only people who look forward to tax season may well be the cybercriminals who are trying to steal your personal information.  Identity theft is the fastest...

February 6, 2018

2017 was one of the least volatile years in US stock market history, with most major indices enjoying 20% or more in positive returns. What might that tell us a...

May 3, 2017

Are you ready for the next hot IPO?

An initial public offering, or IPO, issued by a popular company can seem like a very tempting opportunity to buy into an earl...

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September 13, 2016

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