What Can You Do with Leftover 529 College Savings?
Leftover Rollover Suppose you’ve been contributing to a 529 college savings plan, but your son or daughter doesn’t use all the money for tuition, books etc. Do you just ask … Read More
China’s Economic Puzzle
We’re all accustomed to thinking of China as the fastest-growing economy in the world, but recent events have had global investors rethinking that story. At the start of the year, … Read More
China’s Economic Puzzle, Leftover 529 Funds, and Few Stocks | March 2024
China’s Economic Puzzle We’re all accustomed to thinking of China as the fastest-growing economy in the world, but recent events have had global investors rethinking that story. At the start … Read More
How Your Psychology Affects Your Investing
On its surface, investing for retirement seems to be all about getting the numbers right. Your timeline, your tax strategy, your portfolio allocation, and your income goals are all things … Read More
Covid Recovery The U.S. vs. The World
There have been calls to declare that the U.S. economic recovery since the recent pandemic to be a miracle, and the Biden Administration’s various efforts— including the Inflation Reduction Act … Read More
Planning For A Successful Future Can Seem Overwhelming | February 2024
Where Do You Begin? Planning for a successful future can seem overwhelming. Where do you start? How do you make time? Which questions should you ask? Today, we’ll present a … Read More
Using Economic Data to Predict the Market? It’s a Waste of Time
More than 40 years ago, if you had made a list of the most influential investors in America, Peter Lynch would have been near the top. From 1977 to 1990 … Read More
Covid Recovery: The U.S. vs. The World – Inflations Good News, Worrisome Trend – New Highs. Now What? | February 2024
Covid Recovery The U.S. vs. The World There have been calls to declare that the U.S. economic recovery since the recent pandemic to be a miracle, and the Biden Administration’s … Read More
What Does It Mean When the Stock Market Reaches an All Time High
New Highs. Now What? We’re all reading headlines telling us that the stock market has reached all-time highs, something that never happened in 2023. Many investors who have a worrisome … Read More
US Inflation Good News but Worrisome Trend
When Federal Reserve Board economists kept insisting that 2022’s inflation levels were ‘transitory,’ it sometimes elicited derisive laughter from reporters. But it turns out they were right. As the Covid … Read More