Spring Clean Your Finances
Punxsutawney Phil saw his shadow in 2023, predicting another six weeks of winter this year. But according to the Punxsutawney Groundhog Club’s records, cross-referenced with past weather data, Phil has only been accurate in his [...]
Congress Keeps Kicking the Can Down the Road
Our federal debt as a percentage of GDP is increasing astronomically. It seems like almost every other year, Americans feel anxiety and then relief when Congress gets into a budget/debt ceiling standoff. And generally speaking, [...]
Debt Ceiling & Market Performance
The Treasury announced that the U.S. hit its debt ceiling on January 19th The latest mess out of Washington is the fight to increase the federal debt ceiling. If this isn’t resolved, some fear catastrophe [...]
High Cost of Eggs
Eggs are a staple food item in households around the world, providing a rich source of protein and nutrients for a relatively low cost. However, as you undoubtedly noticed or read about, the cost of [...]
MATTER OF TAX 2023
Understanding Capital Gains, new IRS Mileage Rates, and what the IRS will never do. Getting out of the market because of Taxes? Are you considering bailing out of stocks, thinking the capital gains tax structure [...]
SECTORS TO CONSIDER IN 2023
The beaten-down sectors from 2022 might be worth another look in 2023. In general terms, the bond market will rally when increases in the Consumer Price Index (inflation) are small and the bond market will [...]
DOGS OF THE DOW
The strategy that reminds us of the importance of dividends. Stock markets around the globe saw a difficult year, with fears of inflation, rising rates, and supply chain issues swirling around the economy and markets [...]
INVESTMENT RETURNS’ TAX IMPACT
Maximizing Investment Returns with Tax-Efficient Strategies. Investing in U.S. stocks and bonds is a popular way for individuals and institutions to grow their wealth and generate income. However, it is important to consider the impact [...]