RECENT NEWS
- The tax that's stopping older homeowners from selling their valuable propertieson January 22, 2025 at 6:23 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 22, 2025 at 6:23 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 22, 2025 at 6:23 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 22, 2025 at 6:23 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 22, 2025 at 6:23 pm
Discover the magic of compounding and why it's important to increasing wealth
Weekly Market Commentary
Keep Calm And Clip Bond Coupons | Weekly Market Commentary | June 17, 2024
Fed meetings have been important drivers of market performance, especially in the Treasury market.
India At The Crossroads | Weekly Market Commentary | June 10, 2024
Global markets will be monitoring the composition of the new cabinet and the introduction of the budget in July to ascertain that the Modi doctrine remains relevant, pro-business, and above all else, pro-India.
Adjusting The Sector Sails | Weekly Market Commentary | June 3, 2024
To say May was an eventful month for the market is an understatement. Investors navigated around the latter half of first-quarter earnings, a breakout to record highs for the broader market, elevated volatility across fixed income and currency markets, and a mixed bag of economic data — not to mention elevated political uncertainty stemming from the conviction of former President Donald Trump. Overall, markets shrugged off political uncertainty, bad economic data was mostly taken as good news for stocks by reviving hope for interest rate cuts, while good news helped write the goldilocks narrative of economic conditions being just right.
Earnings Are Doing Their Part | Weekly Market Commentary | May 28, 2024
The first quarter earnings season is largely in the books, and it was excellent. In fact, S&P 500 earnings per share (EPS) would have been up double digits in the quarter if not for a big loss Bristol Myers Squibb (BMY) absorbed in an acquisition.
How’s it Going? Depends on Who You Ask | Weekly Market Commentary | May 20, 2024
Since millions of homeowners refinanced mortgages to extremely low rates a few years ago, the economy is less sensitive to interest rate policy. In fact, the Jackson Hole Economic Policy Symposium sponsored by the Kansas City Federal Reserve in August will debate the effectiveness and transmission of monetary policy because of these post-COVID-19 dynamics, likely revealing important investment implications.