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 ...

“The stock market was down today,” proclaimed the 6:00 news on Friday, “as the DOW lost 285 points.” Never has this style of reporting been thorough, bu ...

Ask a number of people how they feel about declining interest rates, and you will receive a wide variety of answers. Net Borrowers (those who are repaying highe ...

Now that we’ve all had a breather over the Holidays and are returning to our homes, schools, and jobs (local traffic proves my observation), it is not time to ...

America’s housing market is not broken, but it does need some help. Supplies of available homes are increasing, but remain historically low, and the FED is lo ...

Every 2 years I review my past Congressional Financial Wish List, both to see what happened since last time, as well as to see what could be improved. Starting ...

As New Year’s Day, 2026, approaches, the IRS is presenting a range of new opportunities for taxpayers, savers, and investors. Congress has passed several prov ...

Personal Income Tax Planning has morphed since 2017, when the Tax Cuts and Jobs Act of 2017 (TCJA) was signed into law. One of TCJA’s intended functions was t ...