Follow the Bond Market to Better Understand Your Finances
On May 16, 2025, Moody’s downgraded the U.S. sovereign credit rating from Aaa to Aa1, citing concerns over the nation’s rising debt and interest payment burdens. […]
September 2025
May 2025
Why Tariffs (and Even the Threat of Them) Swing the Market
You’ve probably heard the word “tariff” tossed around in financial headlines lately—but what does it really mean for your investments? At first glance, tariffs […]
Weathering the Storm: How Market Volatility Impacts Retirement & What You Can Do About It
Picture this: Jim and Linda, both 67, just retired after decades of hard work. They planned carefully, saved consistently, and […]
February 2025
Slower Rate Cuts, The Market, and Your Finances
Whether you’re checking your account balances, planning your next adventure, or enjoying a well-earned retirement, markets move… and with it, your account values may as well. Recent […]
October 2024
Navigating Market Volatility: What Retirees Should Know About August’s “Japanese Carry Trade”
In August of 2024, the financial world was abuzz with discussions about the Japanese carry trade and its impact on global markets. For […]
March 2023
Current Market Risks and Your Retirement
Our current economic situation is complex and, in some ways, unprecedented. Because of the pandemic, we have seen massive changes in how the market behaves, and we are having […]
What Does a Rolling Recession Mean for Your Retirement?
What Is A Rolling Recession?
You may have noticed that the economy after the pandemic has been very up and down. And while there has been talk […]
December 2022
2 Reasons the Generic 60/40 Portfolio Fails
Starting out your investing journey, you may have been advised to follow the 60/40 allocation strategy. This strategy tells you to put 60% of your portfolio in equities […]
November 2022
Can You Turn Investment Losses into Tax Gains?
When markets take a spill, especially when it comes to your retirement investments, it’s harder to find ways to meet your financial goals. If you were relying […]
October 2022
Rediscover the Value of Yields in Tough Markets
For decades, the name of the personal finances game has been an asset or equity growth. High-growth tech stocks grew to dominate the market, some of which […]
