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Latest Post:
Don’t Lose Your Life Savings In An Instant
Marjorie Bloom had worked 42 years as a federal attorney. She had amassed her nest egg of $661,000 for retirement through decades of work and an inheritance from her parents. She was looking forward to her future and ultimately leaving any leftover money to her...
Your Greatest Retirement Risk
For most Americans, retirement is the reward from a lifetime of hard work. Some retirees choose to volunteer or take positions they enjoy while others trade in the daily 8-5 grind for a retirement full of freedom, no alarm clocks, and travel. Between 2010 and 2030,...
Your Greatest Retirement Risk
For most Americans, retirement is the reward from a lifetime of hard work. Some retirees choose to volunteer or take positions they enjoy while others trade in the daily 8-5 grind for a retirement full of freedom, no alarm clocks, and travel. Between 2010 and 2030,...
The Magnificent Seven and Market Cap Weighted Indexing
At the end of 2023, the Magnificent 7 (Apple, Microsoft, Amazon, Google, NVIDIA, Meta, and Tesla) accounted for 28% of the S&P 500 index. With many of the largest exchange traded funds and mutual funds tracking the S&P 500 index, numerous investors have chosen...
Key Changes for 2024 and Planning Opportunities!
2023 Year In Review: Happy New Year! Looking back at 2023, it was a whirlwind year that began with bank failures in March, continued fighting between Russia and Ukraine, a new war between Israel and Hamas, consistent increases in interest rates, and retreating...
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