Even before the passage of the One Big Beautiful Bill Act (OBBBA) last July, American savers faced a dizzying array of retirement account options, each with their own tax treatment […]
Blog
01.08.2026
Four Market Surprises from 2025
Welcome to 2026! The start of a new year means celebrations, resolutions, and of course, market predictions about the year to come. But as 2025 demonstrated so well, events are […]
12.04.2025
One of the first lessons you learn in Investments 101 is that risk and return are related. As evidence-based investors, this feature of capital markets is a core part of […]
11.10.2025
Is Economic Growth Inevitable?
Let’s start with some good news this month — the world is wealthier today than it has ever been. Total global wealth now clocks in at almost $500 trillion, or […]
10.31.2025
Scam-Proof Your Finances: Practical Steps You Can Take Today
October was Cybersecurity Awareness Month, but it’s never too late to lower your digital risk. Taking a few smart steps now can prevent costly headaches later. The FBI’s 2024 Internet […]
10.07.2025
Charitable Giving Under the One Big Beautiful Bill Act
Happy Fall! As we enter the final quarter of the year, our attention turns toward those remaining items on our planning checklist for 2025. For many of us, making charitable […]
09.15.2025
Have We Entered a New Era of Corporate Profitability?
For more than 50 years after World War II, US corporate profits represented about 6% of annual Gross Domestic Product (GDP), rarely straying more than a percent or two from […]
08.21.2025
What Is Fee-Only Financial Planning?
Offering Fee-Only Financial Planning If you’re searching for financial guidance, you’ve likely encountered the term “fee-only financial planning.” But what does it mean, and why are so many savvy individuals […]
08.04.2025
How do High Yield Equity Funds Work?
The current dividend yield on the S&P 500 index is about 1.25%, which is very close to its all-time historical low of 1.08% in the summer of 2000. Investors seeking […]
07.10.2025
What’s in the Big Beautiful Bill?
On July 4, 2025, President Trump signed the “Big Beautiful Bill” into law. This comprehensive tax and spending package will immediately impact Americans with several tax code changes that become […]
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