Tips for Practicing Good Portfolio Hygiene
Start early, stay disciplined, and your future self will thank you. Investing isn’t just about chasing the hottest stock or following trends—it’s about discipline, balance, and adaptability. Good portfolio hygiene involves setting clear financial goals, [...]
Managing Cash Flow in Retirement
Creating a Sustainable Retirement Paycheck Retirement is a major financial transition. Without a traditional paycheck, retirees must create their own reliable income stream from savings, Social Security, pensions, and investments. By implementing strategic withdrawal plans [...]
Top Financial Planning Worries Facing Women
Building Confidence and Security in Financial Decision-Making Financial planning can be complex for anyone, but women often encounter unique challenges due to societal, economic, and personal factors. These challenges can create significant hurdles to long-term [...]
Tariffs: Bargaining Chip or Battering Ram?
Navigating Trade Policy and Capitalizing Emerging Opportunities The specter of impending tariffs looms once again, raising concerns about global trade, market stability, and economic growth. As investors, it is crucial to determine whether the current [...]
Mom-and-Pop Investors in the Housing Market
Over the past few years, a quiet yet transformative trend has emerged in the housing market: the rise of mom-and-pop investors. While institutional buyers often dominate headlines, new data from CoreLogic’s Q3 2024 report highlights [...]
2025 Retirement Contribution Limits and Updates
Planning for retirement is a cornerstone of financial wellness. Each year, the Internal Revenue Service adjusts contribution limits for various retirement accounts to reflect inflation and ensure individuals have ample opportunities to save for their [...]
Could the Fed Reverse Its Interest Rate Cuts?
The potential for the Federal Reserve to pivot on interest rates has sparked intense debate among investors and financial professionals. Although the market, as evidenced by the CME Group’s FedWatch tool, currently assigns a negligible [...]
IRS Announces 2025 Inflation Adjustments
Each year, the Internal Revenue Service evaluates and adjusts tax exclusions and exemptions to reflect inflation. These changes significantly impact financial and estate planning strategies. For 2025, the IRS has updated the Gift Tax Annual [...]