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Retail Sales Report: Good News or Bad News?

The economy continues to hold up despite what some media outlets are telling us. US retail sales of goods and...
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Estate Planning: Preserving Your Wealth for Future Generations

Estate planning is a crucial aspect of financial management that often gets overlooked until it's too late. It involves making...
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Stocks & Bonds In Rally Mode Again

The Dow and S&P 500 soared at the open, following on yesterday’s rally. All eleven market sectors are trading higher....
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4 Tips for Maximizing Your Social Security Benefits to Optimize Your Retirement Income

As you plan for your retirement, one of the crucial components of your financial strategy should be maximizing your Social...
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Bonds Driving the Stock Market Bus

The stock market opened higher this morning (Dow +100 points; S&P 500 +.6%) in response to falling bond yields &...
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September Angst

Stocks opened modestly higher this morning due to a better than expected inflation report (see below). But gains quickly faded,...
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Health Care In Retirement: Understanding Medicare And Long-term Care Options

As you approach retirement, ensuring your healthcare needs are met becomes paramount. Understanding the nuances of Medicare and long-term care...
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Parsing Housing Market Data

Major stock market indices fell this morning in reaction to weaker economic data. The Dow is currently off 290 points...
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Interest Rates to Stay Higher For Longer

Stocks faltered this morning (Dow -160 points; SPX -1%) following yesterday’s Fed announcement. Commodities are mostly lower as well on...
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Investment Management For Millennials: Strategies For Building Wealth At a Young Age

For millennials, harnessing the power of smart investment management can pave the way for a secure financial future. While youth...
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