Investor decisions, not short-term outcomes, largely influence whether you reach your goals. Emotions, such as fear or greed, affect how we perceive things. It feels right to buy high and sell low. You have a choice; invest based on how your feel or based on what is right. My primary role is to help you make the right decisions, even when your feelings want you to do something else.
The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.
The Federal Reserve’s Beige Book provides a concise narrative overview of the economy in each of the 12 Federal Reserve Bank Districts and is readily available to the public.
This article explains the basics of capital gains taxes when selling a home.
This article covers the contribution and catch-up limits for workplace retirement plans, including the less-common opportunity to make larger after-tax contributions.
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
How much will it cost to pay off a loan over its lifetime?
How Long Will It Take to Pay my Balance?
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
