The third quarter of 2022 saw financial assets continue their year-to-date decline, as positive stock-bond correlations and a pullback in commodity prices delivered negative returns…

It’s been a tough year for investment markets. The S&P 500 is down -21.61% year to date. You wouldn’t be human if you didn’t fear loss.

Have you been thinking about heading abroad? Now is a good time! The US Dollar, according to the WSJ U.S. Dollar index , is up 13% in 2022.

In today’s markets’ where the S&P 500 is down -16.78% and the US Bonds is down -10.94%, it’s easy to want to look for better performing investment options.

President Biden, Vice President Harris, and the U.S. Department of Education have announced a three-part plan to help working and middle-class federal student loan…

An unlikely but accurate economic indicator, as they tend to follow the S&P 500 trends, Tooth Fairy payouts are soaring again.

Many of our clients’ earned income exceeds the limits to contribute to a Roth IRA (See the 2022 limits here) and they think they cannot contribute to a Roth IRA.

In July, the U.S. economy added over 500,000 jobs as the unemployment rate fell to 3.5%. Economists expected job growth would total just 250,000 last month.

In the turbulent 2022 investment year that we’ve had thus far, here’s some good news: July 2022 S&P 500 index was up 9.22%.

If your practice has a 401k retirement plan, reminder of some key 2022 deadlines.