Interest rates on Treasury securities, money market funds, and savings accounts are at 15 to 20 year highs, hovering near 5%. With stocks now sitting 10% below their previous high from almost two years ago, the...

How’s the Market Doing? It Depends.         

A simple and innocent question greeted with the most unsatisfying and noncommittal answer possible. Sorry. But it’s true. It depends on the market in question – stocks, bonds,...

I hope everyone is having an enjoyable summer so far. I’ll do my best to keep it that way by making this update brief so you can return to your summer pastimes.

Most of us have moved from one place to another, perhaps to a different state, as we pursued career opportunities or located closer to family. Inevitably, some things get left behind. This could include an old bank...

In my last post, I included Warren Buffet’s quote that investing should be simple but it’s not always easy. Diversifying investments among several different categories of stocks with different economic, financial,...

It has been about fifteen months since stock prices last peaked and nearly a year since entering Bear Market territory. After reaching a low in October, down 25%, the S&P 500 has recovered about half of this...

You may have heard about the failure of Silicon Valley Bank (SVB) and have some questions about it. I’ll share the short story on the bank without getting too far into the nuances of bank regulation and balance...

Financial markets have a certain way of humbling investors from time to time. The last three years have been a prime example. One could be forgiven for assuming that a once-in-a-hundred-year pandemic that halts a...

Although many of the headlines and news stories we’ve seen have painted inflation as the enemy, there is a sliver lining to recent high inflation rates. High inflation is triggering some pretty big changes to tax...

It’s been a difficult year for financial markets. All three quarters this year have experienced negative returns for stock prices, higher interest rates and resulting lower bond prices, and more question marks...

In February, we posted an article on how 529 College Savings Funds work and various aspects of making contributions. Now we’ll take a deeper dive into handling 529 withdrawals.

Like the seemingly endless summer road trip, the current decline in financial market prices feels like it is lasting forever. It isn’t hard to imagine ourselves in the back seat shouting at the driver, “Are we...