November 27, 2023
What is the Market Thinking?
If ever there was a time when we would expect Mr. Market to suddenly decide that stocks are overvalued, and cause a bearish plunge in stock prices, it would be…
October 26, 2023
Opportunities in a Downturn
We obviously can’t predict a market downturn in advance, but we can certainly prepare for one. With the markets in a bit of a doldrums the past month, that preparation…
October 26, 2023
The Looming Revert
Nobody is talking about the fact that the tax provisions in the Tax Cuts & Jobs Act of 2017 are due to revert back, after December 31, 2025, to what…
August 24, 2023
What’s Wrong with Depending on Dividend Stocks? Part 2: Dividend Stocks vs. Total Return Investing
In Part 1 of “What’s Wrong With Depending on Dividend Stocks?” we described why dividend investing—or, stocking up on stocks with a reputation for consistently paying out attractive dividends—may not…
July 21, 2023
Faulty Forecasts
Individuals with advanced economic degrees and economists that are employed (sometimes at astronomical salaries) at the big brokerage firms have inside data that tells them where the economy is going. …
July 21, 2023
What’s Wrong with Depending on Dividend Stocks? Part 1: How Dividend Stocks Really Work
There’s a popular perception that “dividend stocks”—i.e., stocks with a reputation for paying out consistent dividends—can deliver decent returns, while also creating a dependable income stream for spending in retirement…
May 18, 2023
Your Surprising Longevity
How long do you think you’re going to live? How does that compare to other countries? One of the most surprising pieces of news, to many people, is that they…
May 18, 2023
Is the Debt Ceiling Bringing You Down?
So, what’s up with the U.S. debt ceiling? As potential threats loom large, we’re seeing articles in abundance, explaining where we’re at, how we got here, and what to expect…
April 20, 2023
Tax-Smart Charitable Giving
There are ways to make gifts and donations less expensive on an after-tax basis, which means that people can be more generous to their charity, church or educational institution by…
February 2, 2023
How Does the New RMD Rule Affect Retirees?
There’s good news for your retirement plan! Starting this year, the age at which you must start taking required minimum distributions (RMDs) from your tax-deferred retirement accounts has increased from…