The equity and bond markets have seen some pretty historic moves over the last week or so. In fact, the S&P 500 has moved more than three standard deviations away …
Consumer Confidence Tumbles Again in March for the 4th Consecutive Month
Informed investors closely monitor the Conference Board’s Consumer Confidence Index because it serves as a reliable barometer of consumer sentiment and future spending behavior. Since consumer spending accounts for a …
Navigating Market Volatility: How Tariffs and Economic Uncertainty Could Impact Your Investments
We’ve been seeing news about the stock market decline. Here are my thoughts on the current environment. The news will likely say the catalyst for the market reaction was the …
Managing that Important Cash Flow in Retirement
Retirement is a significant transition, and managing cash flow effectively is critical to ensuring financial security. Instead of receiving a paycheck from an employer, retirees must create their own income …
“It’s the Economy, Stupid!”
The phrase above is one that was coined by James Carville in 1992. Carville was a strategist in Bill Clinton’s successful 1992 U.S. presidential election against incumbent George H. W. Bush. His phrase was directed …
2025 Retirement Plan and IRA Contribution Limits: Key Changes You Need to Know
The IRS has released Notice 2024-80, announcing the updated contribution and benefit limits for retirement plans and IRAs for the year 2025. These changes reflect annual cost-of-living adjustments (COLA) that …
