The last couple of years of skyrocketing home values and the widespread destruction of Hurricane Ian remind us that it’s always a good time to review your home insurance coverage.
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On October 13, the S&P 500 initially opened down -1.58% after the monthly CPI report came in worse than expected but quickly reversed course and closed up +2.06% on the day.
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Given historic inflation, the IRS has updated the annual contribution limits for every type of retirement account and increased the standard deduction.
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The Social Security Administration has just announced the 2023 cost-of-living adjustment for Social Security and Supplemental Security Income payments.
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Last week was a wild ride in the markets, with the S&P 500 increasing by about 5.8% between Monday and Tuesday. It then decreased by about -4% over the remainder of the week. Although it may not feel like it, the S&P 500 finished the week positive.
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Both stock and bond markets continued their negative reaction to last week’s Fed meeting on September 20-21. The Fed continues to be forthright with its plans to fight inflation by tightening monetary policy through increasing interest rates and decreasing its bond purchases.
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The selloff we saw across both stock and bond markets last week were the result of hawkish actions and Fed-speak from FOMC Chairman Jerome Powell.
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After last week, the S&P 500 index is back to where it was in mid-July and about 6.5% above its June lows. Our indicators are currently keeping us neutral as there is no clear evidence that we should be overly bullish or bearish.
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The same headwinds that pushed stocks and bonds lower in the first quarter of 2022 continued in the second. However, the S&P 500 now sits at much more historically normal valuation levels, with at least some of the negative news already priced in, leaving potential for positive surprises.
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Paying for college is one of American families’ top financial goals. In recognition of 529 Day on Sunday (May 29), we’ll present five advantages a 529 plan can offer if you intend to help your student through college.
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In certain years, your birthday can have a key impact on your retirement planning.
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The first quarter of 2022 saw historically high inflation, international upheaval, and a faster-than-previously-expected rising interest rate environment. However, unemployment remains low, the economy is generally healthy, and consumer spending is strong, making it difficult to predict market behavior in Q2.
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Stocks overcame a resurgence in COVID cases, the Federal Reserve moving aggressively to end the current QE program, and a lack of additional government stimulus to hit new highs in the fourth quarter and produce very strong returns for 2021.
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Whether you work as an independent contractor, run your own business by yourself, or do gig work on the side, you have self-employment retirement plan options that extend beyond standard IRAs.
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With rising rates of cybercrime, it’s more important than ever to secure your devices and personal information.
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With the holiday season ramping up, thoughts of charity and goodwill abound. If you’re feeling philanthropic, using one of these charitable giving strategies could bring comfort and joy to the recipient as well as your tax bill.
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The IRS has just announced the 2022 contribution limits for retirement accounts.
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Medicare open enrollment is happening now for 2022, and open enrollment for the health insurance Marketplace is coming soon. Here we highlight important dates and considerations.
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New all-time highs in the third quarter underscored an economic recovery in spite of increases in COVID-19 cases, but political uncertainty, caution around corporate earnings, and the economic impact of the pandemic led to the S&P 500’s first 5% pullback in almost a year.
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The Social Security Administration has just announced the 2022 cost-of-living adjustment for Social Security and Supplemental Security Income payments.
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