Congratulations! Your child got into college! Now comes the really challenging part … paying for it! You may have saved a nice sum in a college savings plan over the years, but not enough to...
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Health Savings Accounts (HSAs) are growing rapidly. Serious savers are embracing their immediate tax benefits and are learning of their even greater long-term value. The basics of HSAs are largely understood, namely, that they are...
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There’s a saying that “hindsight is 20/20” and the older one gets, the more often that phrase seems to be used! A young person doesn’t always have the information – or knowledge- to make the...
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There are innumerable articles encouraging individuals and families to “save more, spend less” and “save early, save often.” These are admirable goals, but these articles often fail to address how to prioritize your savings and...
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2023 financial market appreciation was well above expectations. Despite two wars, multiple bank failures, the highest global inflation seen in decades, and the U.S. almost defaulting on its debt, both stock and bond markets appreciated...
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Intelligent people make investment mistakes. As we start a new year, one resolution should be to do our best to avoid these surprisingly common investment errors. It’s important to exercise caution not only with potential...
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This article from Dimensional Fund Advisors reflects on the stressful headlines from the past year and the importance of taking a long-term view when it comes to investing. As we usher in a new year,...
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After suffering through many years of low interest rates, investors are relieved to finally be earning a real return on their cash. Money market funds continue to yield north of 5% after earning less than...
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US economic growth moderates and near-term recession risks recede. U.S. economic growth has slowed to a 2.4% year over year real growth rate through the second quarter as the effects of Fed policy and removal...
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The last several years have certainly tested investors. If we’ve learned anything, it’s to expect the unexpected—pandemics, debt defaults, bank failures. There will often be something on the sidelines waiting to foil the jubilance of...
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