RECENT NEWS
- The tax that's stopping older homeowners from selling their valuable propertieson January 23, 2025 at 3:16 pm
An extra tax on home sale profits over $250,000 was designed to target wealthy homeowners. But as home values have soared, the tax is impacting middle-income people, too. Two older homeowners said they wanted to downsize but had been discouraged by the tax.
- What is the Roth 401(k) five-year rule?on January 23, 2025 at 3:16 pm
Will your Roth 401(k) account distribution be tax-free? Make sure you understand the five-year rule.
- How to inventory your property for insurance claimson January 23, 2025 at 3:16 pm
Too many people assume disaster will never happen to them, leaving them unprepared when it does indeed strike. In the wake of a natural disasters like the California wildfires, the last thing anyone wants to deal with is trying to compile lists of items they’ve lost to submit for insurance payouts. That's why taking the time to inventory your belongings now, before tragedy hits, can go a long way toward giving you peace of mind should the unthinkable happen.
- You Don’t Need to Know It Allon January 23, 2025 at 3:16 pm
Expecting yourself to know everything is unrealistic and leads to burnout. Giving yourself permission to not know everything opens opportunities for trust-building and learning within your team, fostering growth and yielding thoughtful solutions.
- The Power of Compound Interest: Calculations and Exampleson January 23, 2025 at 3:16 pm
Discover the magic of compounding and why it's important to increasing wealth
Weekly Market Commentary
Anatomy Of A Market Rally | Weekly Market Commentary | November 20, 2023
As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains.
Is The Stock Market Correction Over? | Weekly Market Commentary | November 13, 2023
One of the unchecked items is market breadth. Despite the recent rally, participation in the latest rebound has been underwhelming, raising questions over the sustainability of the advance. Second, 10-year Treasury yields remain in an uptrend, and until more technical evidence confirms the highs have been set, it may be challenging for stocks to maintain their upside momentum.
Can Muni Investors Catch A Break? We Think So | Weekly Market Commentary | November 6, 2023
It’s been another volatile year for municipal (muni) investors this year. While generally outperforming U.S. Treasuries, the Bloomberg Muni Index is on track for its second calendar year of negative returns something that has never happened before.
Possible Halloween Scares For Markets And The Economy | Weekly Market Commentary | October 30, 2023
It’s a tradition here to write about what scares us around Halloween each year.
Can Something Good Come From A Crisis? | Weekly Market Commentary | October 23, 2023
Despite headwinds, the U.S. could experience structural changes in the labor market, residential real estate, and inflation as the post-pandemic economy progresses into the New Year.