Weekly Access

How The New Law Affects Your Retirement & IRAs


What Does The SECURE Act Mean To Me?

Today’s New Narrative


On the latest news, narratives, negativity, and improving an annual Wall Street tradition.

Does Impeachment Matter to Markets?


Comparing the performance of the S&P 500 Index in previous impeachment inquiries.

Year-End Tax Planning Ideas


Three money-saving ideas to do before 2020.

3 Ways to Boost Roth IRA Savings


As we get to the end of the year, here are a few ways to increase your most tax-advantaged retirement accounts.

Tax Loss Harvesting


A great way to minimize taxes may be more challenging in 2019, we discuss how and why.

Market Volatility & Opportunity


One segment of the U.S. market has not made any progress in two years and nearly entered a bear market.

Best & Worst Way to Look at Bonds


How should investors think about bonds?

Global Growth & Negative Rates


The latest economic data is underwhelming and bond market yields keep falling around the world.

Yield Curve Ball


The spread between different Treasury bonds (the yield curve) signals a downshift in growth ahead. How should investors respond?

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