Understanding Today’s Private Health Insurance
In the intricate world of healthcare coverage, individuals often find themselves exploring the options of private and public health insurance. While public plans, such as Medicare and Medicaid, are funded and administered by the government, [...]
Will 2024 Be Good to the “Dogs of the Dow?”
In the dynamic world of investment strategies, few have captured the attention and loyalty of investors as much as the 'Dogs of the Dow.' This seemingly simple yet intriguing concept has been a source of [...]
Lessons from 2023’s Five Worst S&P 500 Stocks
A nuanced understanding of sector and industry dynamics is invaluable. As the financial markets of 2023 drew to a close, certain stocks stood out for all the wrong reasons. Notable among them were Moderna, Enphase [...]
Sector Lessons from 2023’s Top S&P 500 Stocks
Knowing the underlying drivers behind these successes can be invaluable. The year 2023 unfolded as a remarkable chapter for investors, witnessing some of the most staggering performances within the S&P 500. Amid market fluctuations and [...]
Estate Planning Steps Before It’s Too Late
Navigating the Impending Sunset of the 2017 Tax Cuts and Jobs Act As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs [...]
Navigating Dementia’s Financial Challenges
Dementia is a complex and devastating condition that not only affects the emotional and mental well-being of individuals but also places an immense financial burden on families. A recent study from the University of Michigan, [...]
Uber’s S&P 500 Entry
Its Ripple Effect highlights the importance of periodic rebalancing as markets shift. The recent surge in ride-hailing giant Uber's stock to a new 52-week high precedes its highly anticipated debut in the S&P 500 index [...]
The Fed’s Dovish Pivot
Navigating Investment Opportunities Amidst Rate Cut Signals The Federal Reserve has taken a "dove" ish pivot, signaling a potential end to the rate-hiking cycle. This shift has sent shockwaves through financial markets, impacting everything from [...]