Introduction: Donor-Advised Funds (DAF) and ethical considerations in tax planning are essential topics for individuals seeking to align their
Q2 2023 Earnings Preview
By Kent Cullinane, Research Analyst Thursday, July 13, 2023 Earnings season for the second quarter of 2023 kicks off this week, with some of
Is the Investment Advisory Fee Worth It? How a 1% Investment Fee Can Wreck Your Retirement
This YouTuber that I generally like got me thinking about the challenge investors have in trying to manage their money and answer for themselves, do I
Plan for a Comfortable Retirement – Bank Failures and Rate Talk
We plan for retirement because we know that we may not want to work forever. An artificial retirement age set by our employer may limit our options.
Insights and a Numerical Overview of 2022
The year 2022 was an unpleasant one for investors. The Dow Jones Industrial Average (30 stocks) and the broader-based S&P 500 (500 stocks spread
6 Steps to Getting Your Finances in Order In the New Year: A Checklist
The new year is here, and the desire to get our finances in order comes with it. Like most people, you probably have a few financial resolutions in
Inflation & Pivoting Away From a Pivot
In July and into August, investors were warming to the possibility of a dovish reversal in Fed rate hikes early next year—a pivot, according to a
The Impact of Inflation and What to Keep in Mind with Your Retirement Planning
Before diving into the topic of inflation, and the impact of it on your retirement planning, it is vital to remember the importance of having a plan,
Who Should Worry About Inflation? EVERYONE.
Let’s face it. Everyone needs to worry about inflation. Everything costs more. The question is if some groups are more affected than others. First