Monthly Economic Update
U.S. Markets Stocks were mixed in January, giving up much of the month’s gains in the final days of trading, as unprecedented activity in a handful of companies roiled markets.…
Retirement In Sight: To Retire, or Not to Retire?
To Retire, or Not to Retire? For some of us, the coronavirus pandemic has complicated the question of when to retire. As Yahoo! Finance reports, a Harris Poll study conducted…
Monthly Economic Update
U.S. Markets A tumultuous year ended on a positive note as stocks rose in December, spurred by the rollout of multiple COVID-19 vaccines and the signing of a new fiscal…
Retirement In Sight: This Year, There Is More Incentive to Give
This Year, There Is More Incentive to Givet When the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law in March, it broadened charitable tax deduction opportunities. These special…
Monthly Economic Update
U.S. Markets Stock prices powered higher and emboldened investors in November thanks to a series of positive news events. The Dow Jones Industrial Average, which has lagged much of the…
Retirement In Sight: Most Americans Think They Will Work in Retirement
Most Americans Think They Will Work in Retirement A life of leisure? That may not be what retirement looks like for baby boomers and Gen Xers—and in fact, it may…
Monthly Economic Update
U.S. Markets Inaction on a second American fiscal stimulus bill and a rise in global COVID-19 cases put pressure on stock prices in October. The Dow Jones Industrial Average, which…
Retirement In Sight: Are Vehicle Costs Blocking the Road to Retirement?
Are Vehicle Costs Blocking the Road to Retirement? Logically, investing tens of thousands of dollars toward retirement may make more sense than adding an equivalent amount of consumer debt here…
Monthly Economic Update
U.S. Markets Stocks dropped in September as investors worried about stalled fiscal stimulus talks in Washington, the upcoming election, and new coronavirus cases in Europe. The Dow Jones Industrial Average,…
Retirement In Sight: Could You Retire at 55?
Could You Retire at 55? Suppose you suddenly had to, or the opportunity presented itself. This prospect would not call for disregarding your carefully considered retirement strategy, but it would…