The Markets (as of market close July 14, 2023) Wall Street enjoyed a positive week of returns, with each of the benchmark indexes posting solid gains, despite a marginal downturn at the end of last week. The financial sector began releasing quarterly updates last Friday as investors focused on the state of the banking industry. […]
MARKET WATCH: JULY 17, 2023 Read More »
Article originally posted to The Wall Street Journal. Millions of high-earning Americans are slated to lose a popular tax deduction starting next year. Savers ages 50 and older can make catch-up contributions in their 401(k) accounts each year, with eligible workers allowed to put an extra $7,500 into their accounts, for a total of $30,000, this
High-Earning Retirement Savers Are Losing Some of Their 401(k) Tax Break Read More »
Speaker 1: Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy, and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to the dissemination
Article originally posted to The Wall Street Journal. Would you invest with someone who guarantees a 50% annual return with no risk of loss? Would you reply to an email offering you a share of a lost treasure in a far-away country, in exchange for sending just a little bit of money to kickstart the recovery
Why We Get Scammed and What to Do About It Read More »
Article originally posted to The Wall Street Journal. Parents today worry that as their kids embrace money apps, they won’t understand the value of a dollar. It’s a stressful possibility. Many of us worry that when our children use money online or in an app, it’s not the same lesson as taking $5 out of their
Is Your Kid Bad With Money? These Apps Could Help Read More »
Speaker 1: Information presented on this program is believed to be factual and up to date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice, but is limited to
Will AI be your next Financial Advisor | TRANSCRIPT Read More »
Article originally posted to Forbes.com. Most people (69% of men; 81% of women) experience some sort of unexpected event after they retire, according to a recent survey conducted by Age Wave and Edward Jones. As a result, a very high percentage of retirees (93%) agree that preparation, flexibility, and willingness to adapt are keys to
What Is Retirement Resilience—And How Can You Build It Read More »
The Markets (as of market close June 23, 2023) Recession fears sent stocks lower during the holiday-shortened week. Each of the benchmark indexes listed here closed in the red, with the small caps of the Russell 2000 and the Global Dow losing over 2.50%. The downturn ended a three-week rally for the Dow, a five-week
MARKET WATCH: JUNE 26, 2023 Read More »
Article originally posted to Forbes.com. Markets estimate that the U.S. Federal Reserve is on course to hike interest rates by 0.25-percentage-points after its next two-day meeting on July 26. There is more economic data to come before then. However, the Fed’s own economic projections paired with recent comments by Fed Chair Jerome Powell and the
When To Expect The Fed To Raise Rates Again Read More »
Article origianlly posted to Forbes.com. When it comes to Father’s Day, there definitely is no shortage of amazing gift ideas from tech gadgets to barbecue gear and subscriptions to anything imaginable. But there is a gift that many are not even thinking or writing about that Dad might appreciate the most, and that is giving
Give The Gift Of Financial Independence This Father’s Day Read More »
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