Optimism Is Driving the Stock Market; Is It Irrational Exuberance?
April 25, 2024
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
April 16, 2024
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
April 2, 2024
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
March 28, 2024
Corporate earnings growth likely to lose four tailwinds that kept it soaring for 40 years.
Notes on the Economy – Q1 2024 Summary
February 27, 2024
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
February 20, 2024
Got money left over in a 529 college fund? Now you have a new investment option.
What To Expect When Expectations Are High
February 8, 2024
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
February 6, 2024
Investors should rebalance their portfolio about once a year, unless one of these three things happens.
Navigating the Complex Terrain of a High-Net-Worth Divorce
February 1, 2024
Thriving through the divorce process requires making potentially life-altering decisions.
Tips for Helping Your Kids Buy a First Home
January 25, 2024
How to help your kids or grandkids buy a home in this high-interest, high-price environment.