“It’s the Economy, Stupid!”

Randy Beeman Personal Finance Leave a Comment

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

Glass Jacobson Wealth Advisors Personal Finance Leave a Comment

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 …

Embrace the Spirit of Fall

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October typically marks the onset of the Fall season. It is the time when the leaves on the trees start to transform into a brilliant display of reds and golds, …

Investing In You

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This year, the Dog Days of August, traditionally the hottest and often most lethargic days of summer, proved up to its moniker. Derived from the period when the star Sirius, …

Is it Time to Lock in Yields Before Rates Drop?

Glass Jacobson Wealth Advisors Personal Finance Leave a Comment

In the world of investing, timing can be everything. The Federal Reserve’s monetary policy decisions, particularly those concerning interest rates, significantly influence market conditions and investment strategies. With the Federal …

Be careful what you wish for, lest it come true

Randy Beeman Personal Finance Leave a Comment

I bet all of us, one time or another, have made a wish and gotten what we’ve wanted, only to realize the reality falls short of the expectation.   The origin …