The “State of Your Financial Union”
The State of the Union address is an emblematic tradition in American politics, with roots tracing back to the nation's founding years. It serves as a cornerstone of democratic governance, providing a platform for the [...]
Unravelling the Recent Gold Rally & Optimism
In a surprising turn of events that has puzzled many investors and analysts, gold has recently undergone an unexpected rally. This is contrary to the traditional perception of gold as a safe haven asset during [...]
Retirement Planning: Changes in 2024
Navigating changes demands an adaptable approach to financial planning. As we embark on 2024, the landscape of retirement planning is undergoing a substantial transformation, with revisions to tax brackets, retirement contribution limits, estate and gift [...]
The Growth vs. Value Conundrum in 2024
The choice between value and growth as interest rates decline is not clear-cut. In the ever-evolving world of investing, the perennial debate between growth and value continues to captivate the minds of investors. As we [...]
Retirement Planning Double-Edged Sword
Inflation impacts today’s savings rates and tomorrow’s retirement comfort. Inflation, often a silent force shaping our economic landscape, stealthily infiltrates our lives until its effects become unmistakably palpable. Its impact on retirement planning underscores its [...]
Amazon Joins DJIA
For long-term investors, Amazon’s addition carries significant implications. In a groundbreaking move that reflects the dynamic nature of the American economy, Amazon.com Inc. became a member of the Dow Jones Industrial Average (DJIA) on February [...]
Tips to Planning Your Purposeful Retirement
Retirement is often seen as a tranquil period of well-deserved rest and leisure. However, beyond the break from career demands, retirees realize that the keys to living well in this new phase are engagement and [...]
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, [...]