Resources

Israel Hamas War

Israel-Hamas War & the U.S. Economy

The stock market has been choppier than ever with news headlines that consume our attention day to day. A week ago, the U.S. was absorbed

A New Tax Era?

Some believe we may be on the verge of a new tax era where the lower tax rates of the past 30-years will subside, possibly

Internaitonal Investing

Does International Investing Still Make Sense?

Globally diversifying, or investing in a blended allocation of domestic and international stocks, has been widely accepted as a safe and prudent investment strategy that

Longevity

Planning for Longevity

Have you ever wondered how long you will live? If you look at the U.S. Life Expectancy Tables, an average American male will live to

Mid Year Market Analysis

Mid-Year Market Analysis

Many analysts sounded the bells earlier this year about an imminent recession looming. Active investors who buy and sell investments strategically to make profits on

Debt Ceiling

What’s In the Debt Ceiling Deal?

On June 3rd, 2023, President Biden signed into law the Fiscal Responsibility Act of 2023, thus narrowly avoiding a first-ever U.S. default on debt. It

US National Debt

U.S. Debt Ceiling Crisis

If the U.S. Congress is unable to come to an agreement on budgetary items and raise the debt ceiling by June, the U.S. government could

New RMD Ages

Most of us know that in retirement, you will be subject to RMDs or Required Minimum Distributions from your qualified retirement accounts, such as a

Banking System Fears Persist

The recent news about the banking industry is an unpleasant reminder of the Great Recession of 2008, and the banking failures of the Great Depression.

Israel Hamas War

Israel-Hamas War & the U.S. Economy

The stock market has been choppier than ever with news headlines that consume our attention day to day. A week ago, the U.S. was absorbed

A New Tax Era?

Some believe we may be on the verge of a new tax era where the lower tax rates of the past 30-years will subside, possibly

Internaitonal Investing

Does International Investing Still Make Sense?

Globally diversifying, or investing in a blended allocation of domestic and international stocks, has been widely accepted as a safe and prudent investment strategy that

Longevity

Planning for Longevity

Have you ever wondered how long you will live? If you look at the U.S. Life Expectancy Tables, an average American male will live to

Mid Year Market Analysis

Mid-Year Market Analysis

Many analysts sounded the bells earlier this year about an imminent recession looming. Active investors who buy and sell investments strategically to make profits on

Debt Ceiling

What’s In the Debt Ceiling Deal?

On June 3rd, 2023, President Biden signed into law the Fiscal Responsibility Act of 2023, thus narrowly avoiding a first-ever U.S. default on debt. It

US National Debt

U.S. Debt Ceiling Crisis

If the U.S. Congress is unable to come to an agreement on budgetary items and raise the debt ceiling by June, the U.S. government could

New RMD Ages

Most of us know that in retirement, you will be subject to RMDs or Required Minimum Distributions from your qualified retirement accounts, such as a

Banking System Fears Persist

The recent news about the banking industry is an unpleasant reminder of the Great Recession of 2008, and the banking failures of the Great Depression.