Blog
The Cryptocurrency Conundrum
Recently, you may have seen a number of major cryptocurrencies fall thanks to a continuing sell-off that began last week. In fact, over $250 billion was lost in the crypto market alone.1 It may be tempting to view this as another...
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Volatility Tests Your Mettle
Most people understand that stock prices don't go straight up. But when market volatility increases, the price action can test the mettle of even the most seasoned investor.In recent weeks, stock prices have trended lower with a few...
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Buffett and Powell Talk Inflation
What does it mean when two of the most powerful voices in American financial life seem to be saying two different things?In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s...
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Protect Your Money and Data from Tax Scammers
It’s that time of year – tax season – and completing taxes for 2020 is likely to be complex and confusing for many Americans. For example, did you know: Unemployment benefits are taxable.1 Stimulus relief checks are...
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Let’s Hear It for Women!
Women’s History Month is a time to celebrate the many accomplishments of women and encourage positive steps to help relieve money stress and help build financial security. Let’s start with a brief quiz about the economic...
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4 Steps to Protect Your Financial Health Today and Tomorrow
4 Steps to Protect Your Financial Health Today and Tomorrow Way, way back at the beginning of the Common Era, Epictetus offered some advice that remains relevant today:1 “It's not what happens to you, but how you react to it that...
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What You Need to Know About the New Covid-19 Stimulus Package
President Trump has signed the new $900 billion economic relief and spending bill passed by Congress. While most of the focus has been on a second round of relief payments to most Americans, there is plenty more in the 5,000-plus pages...
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Know your 401(k) options between jobs
Few life events are more stressful than a job loss.If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also be...
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Give Yourself a Tax Advantage
If your income is pie, then the federal government takes a hefty slice each year. A 2020 report from the Tax Foundation found a single average wage earner in the United States pays about 29.8 percent of their income in federal taxes....
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Should I Retire Early?
Americans are choosing to retire early. Economists Olivier Coibion, Yuriy Gorodnichenko, and Michael Weber associated with the National Bureau of Economic Research (NBER) have been comparing data gathered in January and April 2020 to...
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The Pandemic is Changing the Way We Do Things
You don’t have to look very far to see how quickly innovation changes our world. The greatest generation saw the advent of credit cards, power steering, and transistor radios. Baby Boomers remember the arrival of electronic fuel...
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Has the Economy Begun to Recover?
As coronavirus restrictions ease and businesses reopen, the American economy should gain steam. Data released in May and June, including employment, payroll, and manufacturing numbers, suggested the economy may have hit bottom in April...
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Life and Finances in a Pandemic World
Life as we know it has changed dramatically during 2020. As the coronavirus spread across the United States, cities and states issued shelter-in-place orders to slow the spread of the coronavirus and prevent healthcare facilities from...
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Resources to Help You Through the Coronavirus Crisis
Resources to Help You Through the Coronavirus Crisis If you have ever been flattened by a rogue wave while fishing or sunbathing on the shore, you probably recognize the emotional responses that have accompanied the pandemic wave...
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CARES Act Summarized
A Look at the Major Provisions of the Coronavirus Aid, Relief, and Economic Security Act A Look Inside the $2 Trillion Aid Package As the stock market hit its lowest returns since the 2008 Financial Crisis, the government has stepped...
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Are You Prepared for a Market Correction?
Here’s a quick refresher: a correction is defined as a decline of 10% or greater from a recent high in the financial markets. Corrections can last anywhere from days to months, but few have lasted longer. Recently, we’ve...
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Grappling With The Coronavirus
In your investing lifetime, you may only see a situation like the recent novel coronavirus (COVID-19) a few times. This is a circumstance where complete candor is necessary. The truth is that we can’t yet gauge the full economic...
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The Coronavirus Correction
In late February, concern that efforts to contain Coronavirus Disease 2019 (a.k.a. COVID-19) might result in slower global economic growth disrupted global markets. Share prices fell as economists and financial analysts revised growth...
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The SECURE Act Changed Retirement, Estate, and College Plans
There was a little something for everyone in the ‘Setting Every Community Up for Retirement Enhancement’ (SECURE) Act, a piece of bipartisan legislation that was attached to the United States federal spending bill and...
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