Blog
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“The End Is Near”: Good News or Bad News?
Are things really as bad as some say? Financial advisor and wealth manager Kimberly Foss offers some helpful perspectives on the current downturn.
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SECURE Act 2.0: What Employers and Plan Participants Need to Know
SECURE Act 2.0 offers some significant new provisions that will make it easier and more attractive for employees to participate in employer retirement plans.
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Are We in a Recession—or Not?
One of the dominant talking points this year—or maybe it would be better to call it a “questioning point”—is whether the US economy is or will be in a recession at some point. The other way this comes up is when you hear people wondering if the Fed will be able to tame inflation without forcing the economy into a recession: the much-hoped-for “soft landing.”
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Winning by Losing: Year-End Dividends and Tax-Loss Harvesting
As we near the end of 2022, the S&P 500 is down around 15% on the year, and the other major indexes are also underwater, to one degree or another. Despite that, however, ’tis still the season for taxable dividends and capital gains to show up in your mutual fund account—and on your tax return.
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Medicare: Understanding Your Choices
One of the most important decisions most retirees will make is what to do about Medicare. Maybe a good place to start is by asking: What is Medicare?
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How Investing Prepares You for Life—And Vice Versa
Your approach to finance and investing is as unique as you are. That’s why it's important to have the right emotional attitudes about money and investing.
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Inflation Impacts
The inflation rate soap opera currently playing out in the world economy matters for your investments in several ways. Let's take a look.
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Short-Term Nonsense
The most productive way to invest for the long term is to turn off the news and stop doing what is really difficult for all of us: trying to figure out what today’s news means for tomorrow’s (or next week’s) markets.
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Five Lifelong Financial Lessons You Can Teach Your Grandkids
Grandparents have a unique opportunity to impart financial life lessons to grandchildren. Here are a few basic “facts of financial life” that you can share with your grandkids.
