A New Way to Look at Your Bucket List
You know that big list of dreams and goals you’ve been compiling for years. The one with to-do items like swimming with sharks and finally going skydiving.
Markets ended November on a five-day winning streak
Markets ended November on a five-day winning streak, softening earlier losses driven by concerns over tech valuations, consumer sentiment, and rate uncertainty. While the Nasdaq slipped 1.51 percent, the S&P 500 held steady and the Dow inched up 0.32 percent. All eyes now turn to the Fed’s final meeting of the year on December 9–10.
How Income Taxes Work
Taxpayers and businesses spend an estimated 7.9 billion hours a year complying with tax-filing requirements, which is worth $413 billion in economic value just to comply with tax regulations.
The tariff-related questions that investors should be asking
“What should we do about tariffs?” It’s a question I’ve heard a lot lately, often with a note of fear in the voice of whoever is asking it. In this message, I want to answer that question. I also want to talk a little about fear, how we handle it…and how we can benefit from it.
Brief understanding of AI?
As you read financial headlines, or, if you’re really interested and read a lot of earnings reports, you will see the term AI used a lot. Why? And why is it such a game-changer?
Do you have any Financial Regrets?
As financial planning
is all about minimizing stress in your present and maximizing
confidence in your future, here are five common financial regrets to be aware of so you be sure to avoid them in the future. If you need help with any of these, remember that we are here!