It is no longer news that artificial intelligence (AI) is reshaping the business landscape. Let’s review a specific example beyond the typical as described by Capital Group’s Equity Portfolio Manager: Mark Casey. “Artificial intelligence has captured the imaginations...
US large cap stocks (S&P 500) led a great 1st quarter for stocks returning +10.6%. S&P 500 was tops among all asset classes. (see graphic above) There is a great hesitation that with increasing returns, the bottom will fall out of stocks soon. This is...
We have been helping people plan for retirement for over 20 years. Being financially set is our focus. What you may not know is we also spend time helping our clients be prepared for a life in retirement. It is important to know what you are retiring to, not just what...
The events going on around the world like the Israel/Palestine conflict and the Russian invasion of Ukraine may cause you pause to invest. It is important to know that in my 30+ years in the business, there have always been reasons not to invest. But actual previous...
One of the main goals we are asked to calculate for our financial coaching clients is: “How much do I need to save to be able to retire comfortably?” This calculation has many moving parts but I thought today we could give you this chart with some general rules of...
A health savings account (HSA) may be the best tax-beneficial tool you can use. Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it! Tax advantages include: Tax-free or tax-deductible contributions Tax-deferred earnings in...
As we have mentioned before, the new tax legislation is making things harder for beneficiaries of retirement plans. First let’s review retirement account (RA) beneficiaries in general. All retirement accounts, like IRAs, 401k’s, pensions, etc., must have a named...
This week, some thoughts from our partners at JP Morgan….. Inflation is often feared to be a self-fulfilling prophecy, as consumers and businesses that expect higher prices may inadvertently fuel inflationary pressures themselves. For example, consumers may ask for a...
Political news is sure to dominate the headlines in 2024. More than half of the world’s population is heading to the polls, from Taiwan to South Africa. And with debates raging over immigration, international policy and social issues, the U.S. presidential election is...
“The Magnificent Seven stocks — Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla — now sport a market cap of around $12 trillion. Looking further into the market, the sales and profitability of the next $12 trillion in market cap are represented by 42...
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