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What will happen to your business when it’s time for you to take a step back? That can be a tough question that many business owners eventually have to face.
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It’s been hard to miss the wave of attention-grabbing headlines lately. News cycles have been dominated by concerns over Big Tech’s earnings, trade tensions, and a potential economic slowdown in 2025. Even seasoned investors can feel uneasy when faced with headlines like these.
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As we step into 2025, I thought it would be beneficial to take a moment and reflect on what an extraordinary year 2024 was for investors.
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Is your retirement savings on track?If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very common.
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How many of your financial choices are based purely on logic?It could be fewer than you think.
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Now that the election is over, what will the new administration prioritize in the new year?Here are a few things we’re watching in the months ahead:
Read MoreWhen are you going to retire?How did you make that decision?Many of us look at finances and health when we’re deciding when to retire.
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Watching your portfolio take a hit can be unsettling, but staying focused on the long game is crucial. Even in uncertain times, a long-term strategy helps you navigate market ups and downs more effectively.
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What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits.1
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What do presidential elections mean for your portfolio? Should you change your investing strategy based on who wins? Elections bring a lot of noise, and I wanted to dispel some market myths around this election.
Read MoreWhat’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset.1
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The Federal Reserve recently voted to cut interest rates, shaving 0.5% off the benchmark.1 Markets rallied exuberantly at the news, reaching new highs.2
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It’s been a wild August for markets. Recession fears kicked off the worst selloff since 2022 at the beginning of the month.
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Inflation can feel inescapable these days. For most of us, it also feels like inflation is higher and more persistent than it actually is.1
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Can you relate to any of the following? “I should have bought that stock before the company went public!” “What a shame — I wish I had invested in that new tech before it went mainstream!” What’s the next “unicorn” that will make a fortune?”
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As a long-term investor, you’re always thinking about what factors drive your investment returns. Unfortunately, many investors focus on things that cause short-term changes and actually have no impact on long-term market returns. It’s not their fault – these myths are so commonly believed that many so-called “savvy investors” would preach to you of their importance.
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A lot has happened recently.After weeks of gains, markets slid as investors took a step back from big technology stocks.1 At the same time, a global IT outage took major corporations offline across the world. President Joe Biden withdrew from the election, injecting more uncertainty into the tight race.2 A shooter came close to assassinating Donald Trump at a campaign rally.3 Phew.
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How do you feel about the state of the economy? In more contemporary terms, what are your "vibes" telling you?Are you feeling confident and comfortable?Or are you feeling a nagging worry that things aren't going well? If you're experiencing a disconnect between official economic data and your personal perception, you're not alone.
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First, let’s start by uncovering the most common mistake in estate planning…
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Markets have been very volatile lately. What’s going on? Let’s take a quick look at the factors that are influencing markets right now.
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After months of simmering inflation reports, it looks like inflation finally eased slightly in April.1 Are prices stabilizing? Can we breathe a sigh of relief? Let's dig a little deeper.
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The stock market rocketed to new record highs after the latest Federal Reserve meeting.1
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The S&P 500 broke the 5,000 level recently for the first time in history as investors embraced euphoria and rallied.1 And then tumbled as investors got jittery.2 Then yo-yo'd a bit more.
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Smart investing doesn’t happen in a vacuum.Current events matter, and this year, the 2024 Presidential Elections are taking center stage. That’s rattling a lot of us, causing more election stress than ever before.1
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If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early, less than one-third of employees ages 25 and younger participate in their employer’s 401(k) plan.
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