With the S&P 500 Index near record highs, have we moved past peak dominance for the Magnificent Seven (“Mag 7”) group of stocks? It appears so, and it represents a healthy move away from the extreme concentration that raised concerns about risks to...
The U.S. economy has demonstrated surprising resilience in the six months since President Trump unveiled a long list of tariffs against virtually every trading partner. In the aftermath of “Liberation Day,” fears of an imminent recession have eased as investors have...
As a practice owner, your income really comes from two places: distributions from your business and the W2 income you pay yourself through payroll. To figure out what your gross W2 should be, start by asking three key questions: 1. How much do you need for living...
In a year full of uncertainty over tariffs and trade, financial markets took another curveball on Wednesday as the U.S. government shut down amid an ongoing dispute between Republicans and Democrats over spending priorities. There is no indication how long the impasse...
On Sunday, September 21st Jonathan Clements, my favorite personal finance columnist for the WSJ, died. I loved his straight forward approach to personal finances and investing. He kept his articles direct and jargon free. Here are his timeless tips, when investment...
