Last week, we covered the propensity of Americans to set Tax Planning on the shelf after April 15, only to dust it off and start over in about 50 weeks. Doing s ...

Americans’ annual day of reckoning is here. Taxes, some say, represent the cost of living in a free society. Decades ago, as a young adult, I remember long li ...

From its low-profile introduction in 1997, the Roth IRA has become a behemoth among Americans’ savings and investment vehicles. Americans have more than $2 Tr ...

Becoming an employer is not everyone’s dream, but Americans are commonly entrepreneurial in spirit. Starting a business is part of both our capitalistic econo ...

Last year (2025), our Stock Market suffered a dramatic pullback in April, then reversed quickly, and climbed up until year-end as if all had been forgotten. We ...

Watching the stock market erase recent portfolio gains is deeply frustrating, both for investors and advisors. When pullbacks occur, which they do frequently, i ...

For several recent weeks, the stock market has been rather docile, with few outsized gains or losses. That pattern was suddenly broken in response to military a ...

Thinking about hiring a financial advisor, but concerned about the cost? You are not alone. I find it perfectly rational to consider price of any service provid ...

Last week, we covered new and evolving trends in financial markets, including changes investors should embrace when market preferences shift. As financial advis ...

Market Sector Rotation is happening now. Every so often, investor preferences undergo a seismic shift. What’s hot tomorrow can be a far cry from what was hot ...

April 15th is approaching quickly, and 2025 income tax reporting documents are being retrieved from mailboxes and websites everywhere. Every taxpayer is respons ...

Having introduced the subject of stock market indices (or “indexes”) last week, we are sharing more indices to increase understanding of various markets. We ...