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April Market Commentary: What a Long, Strange Trip It’s Been
March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at the press conference after the March FOMC meeting, he affirmed that we will see rate cuts this year, even if the timing...
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How To Retire Early: A Step-By-Step Guide
For those of us in our working years, a common daydream is that nebulous date when we might retire and spend all of...
7 Retirement Planning Myths: Separating Fact from Fiction for a Comfortable Retirement
As you are looking toward the road ahead, you may quickly find that planning for retirement is among the top assets to...
Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year
As 2023 draws to a close, it is time to prepare for 2024. Part of that preparation means assessing your financial...
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March Market Commentary Perspective on the Economy: Telescope, Microscope, or Kaleidoscope?
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be...
How Much Do You Need To Retire?
Retirement is an exciting chapter in life but challenging financially. It’s that point where you’re not working or...
February Market Commentary Will A Booming Economy Stay Powell’s Hand?
January Recap and February Outlook As goes January, so goes the year. That old stock market canard has a double-edged...
How To Retire Early: A Step-By-Step Guide
For those of us in our working years, a common daydream is that nebulous date when we might retire and spend all of...
January Market Commentary Is Rate Relief In Sight?
January Market Commentary Is Rate Relief In Sight? December Recap and January Outlook The drama around the timing of...
7 Retirement Planning Myths: Separating Fact from Fiction for a Comfortable Retirement
As you are looking toward the road ahead, you may quickly find that planning for retirement is among the top assets to...
Financial Review: Steps to Assess Your Financial Progress and Set Goals for the Upcoming Year
As 2023 draws to a close, it is time to prepare for 2024. Part of that preparation means assessing your financial...
December Market Commentary: Rates: Lower and Sooner?
November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold...
2024 IRS Retirement Plan Contribution Limits
The IRS has released the Annual Plan Limitations for 2024 for defined contribution and defined benefit plans. 403(b),...