Capital Group, home of the American Funds, has put out a great article regarding artificial intelligence (AI) and the impact on investing. We highly recommend you invest the time to read the full article. The highlights….. Artificial intelligence (AI) is having an...

The U.S. Federal Reserve raised rates aggressively to fight inflation, battering both equity and fixed income investments. By year-end, those efforts helped to bring inflation from a peak of 9.1% in mid-2022 to 6.0% in February 2023, as measured by the Consumer Price Index (CPI).

The first quarter 2023 investment market returns are in the books. The S&P 500 was up a 7.36%. The international stock markets were up 3.96% ( MSCI EM ) to 8.47% ( MSCI )…

Amid growing concerns about U.S. financial system stability, the Federal Reserve (Fed) continued pursuing its inflation-fighting mandate…

The Federal Reserve (Fed) has a history of raising short-term interest rates until something “breaks.” Considering the Fed has raised rates from a near-zero level to 4.75% (upper bound) over the course of only one year…

Given the news of the failure of Silicon Valley Bank (SVB) last week, I thought it good to review how the FDIC (Federal Deposit Insurance Corporation) insurance works to protect your bank accounts. FDIC insurance applies to accounts held at FDIC-insured banks only....

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?” This calculation has many moving parts but I thought today we could give you a chart with some general rules of thumb…

A health savings account (HSA) may be the best tax benefitable tool you can use. Maximizing an HSA for health care expenses: Health Savings Accounts are triple-tax free, so if eligible to contribute, make the most of it…

During the recent bull market, investors had to get one thing right: Recognize that leading U.S. internet companies with strong growth potential could generate the greatest returns…

A few weeks ago we mentioned the recently enacted tax bill called the Securing a Strong Retirement Act 2022, otherwise known as “SECURE 2.0 Act.” or “SECURE Act 2.0”. It addresses many beneficial changes as we all plan for our retirements…