Investing
Is Your 401(k) Balance Too High?
RISE OF THE 401(k) When I joined the workforce 23 years ago, the average American employee knew more about a 5K running competition...
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Financing the College Dream
After a prolonged and hectic application process due to the FAFSA filing this year, students have now declared where they will be attending...
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Welcome to 2024 (Part 2)
Welcome to 2024, Part 2. If you haven’t read part 1, start here. This is the second part of a two-part blog, where...
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Welcome to 2024 (Part 1)
Welcome to 2024. If this year is anything like 2023, expect the unexpected. Last year proved just how hard it is for anyone,...
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Lifting the Hood on Stock Market Returns of 2023
If you’ve listened to any of the Novice and The Nerd podcasts this summer you’ve probably heard about Laura’s trials and tribulations with...
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Bank CDs vs Brokerage CDs
With the Federal Funds rate hovering just over 5%, CDs are popular once again. We’ve had a steady stream of requests from clients...
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Refresher on I Bonds
This week the Treasury announced the new rate for I bonds, and if you haven’t heard the new rate is 4.3%, a drop...
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Three Big Events This Week That Could Shape 2023 Returns
In the modern mainstream media era where everything is “breaking news”, please don’t assume I’m falling prey to this same use of hyperbole...
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2023 Market Outlook
“I don’t think anyone knows whether we’re going to have a recession or not, and if we do, whether it’s going to be...
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