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.

Knowing that Amazon’s Prime Day (s) starts tomorrow and runs through Wednesday the 13th, I’d thought we’d give you some money saving ideas that we use.

The second quarter of 2022 is over. Given that all stock market indices were down 15% or more for the quarter, you might be asking: what do I do?

Powerful trends have transported the world’s major economies back to where they stood just before the pandemic: firmly in late-cycle territory.