Estate Planning Requires Frank, Open Family Discussions
Worried your heirs might squander their inheritances? Here are some tips to avoid that.
Notes on the Economy – Q2 2024 Summary
Is waiting for an impending recession like waiting for Godot? Will it ever come, or is the economy already in the midst of a soft landing?
Optimism Is Driving the Stock Market; Is It Irrational Exuberance?
Two factors are driving the stock market’s boom—anticipation of lower interest rates and the transformative power of AI.
Take the Wheel of Your Own Destiny
When it comes to achieving the American Dream, young people and their families should think outside the box. Here’s how.
Don’t Make This Basic Investing Mistake
Sure, stocks look hot right now, but this mistake can haunt you when the market turns scary.
Expect Earnings Growth To Fade a Tad in Years Ahead
Corporate earnings growth likely to lose four tailwinds that kept it soaring for 40 years.
Notes on the Economy – Q1 2024 Summary
The U.S. economy closed out 2023 on a strong note, but many background elements are negative
despite positive headline growth figures.
529 Plan Funds Can Roll Over to Roth IRAs
Got money left over in a 529 college fund? Now you have a new investment option.
What To Expect When Expectations Are High
Expectations are soaring for the Magnificent 7 stocks in 2024, so here’s why investors should be extremely cautious.
Three Times To Rebalance Your Portfolio
Investors should rebalance their portfolio about once a year, unless one of these three things happens.