March ’24 Market Recap: The S&P 500 returned 10.6% in Q1, on a combination of two very powerful forces; dovish central banks and a continued broadening of the AI narrative. The S&P 500 rallied for
They say, “If you stay ready, you never have to get ready.” This quote holds true for many situations, and at the top of that list is with your personal finances. Amid these turbulent times,
Congress passed the largest stimulus package in American history, the Coronavirus Aid, Relief, and Economic Security Act (CARES). This was done in an effort to combat some of the pandemic’s harmful economic effects. And while
There are many differences between a Traditional IRA and a Roth. The biggest difference is the way each are taxed. In a Traditional IRA you contribute pre-tax dollars. You get a tax deduction now, but
The market has been a roller-coaster the past 5-weeks. News headlines have driven us down and have propped us back up. This past week with the stimulus package (amongst other things) we experienced over a
Congress is racing to pass the $2 trillion stimulus package in response to the coronavirus. The Senate approved the bill late Wednesday and the House will try to pass the bill on Friday. Here are
What actual goes on inside our brains? How do we process and analyze information? Why are we all wired so differently? I don’t know the answer to any of these questions, but thankfully there is
Most health advice can be boiled down to simple behaviors, like eating a balanced diet, exercising and getting good sleep. During a pandemic like COVID-19, these actions are especially crucial for maintaining your physical and
Last time I checked we are all humans, which means we all have emotions. These emotions are the driving factor behind all decision making. In most circumstances, letting your emotions guide the choices you make
Here’s what happened: The market – nearly every part of it – ripped higher in 2019. It was an awesome year. Here’s what is important: Valuation expansion drove nearly all of it, 92% to be
After being in the works for over three years, the Setting Every Community Up for Retirement Enhancement – better known as the Secure Act – is set to be signed by President Trump before the
In full disclosure, this strategy is NOT for everybody. This idea can only work for someone who has positive cash flow and/or available cash. This is not for people who are struggling to pay their
It’s that time of year again… If you are over 70 ½ then you know that it is RMD season! In traditional retirement accounts, the IRS requires you to take minimum distributions once you turn
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