Turning Losses to Your Gain | April 2025
It’s hard to find any investor who enjoys a market downturn, but there are a few ways to turn these unhappy events to your advantage. Tax professionals recommend that you … Read More
Retirement Income Stability | March 2025
One of the thorniest, most complicated issues facing retirees is how much they can take out each year from their retirement portfolio—safely, which means without running out of money somewhere … Read More
DeepSeek Disruption | February 2025
The stock market was rocked over the past weekend by the announcement of a new artificial intelligence system called DeepSeek, which threatens the business models of the entire U.S. AI … Read More
Is AI Making it Easier for Workers to Cheat? | January 2025
A recent comic strip shows two different office workers in two different cubicles, talking about the great benefits of artificial intelligence on their working lives—and on the company’s productivity as … Read More
Live for Today and Plan for Tomorrow | December 2024
Trade War Consequences The oft-repeated refrain on the Presidential stump circuit threatening 60% tariffs on Chinese products caused some head-scratching among economists. By some measures, the Chinese economy is in … Read More
Booming Gold, The PE Takeover, 2024 Third Quarter Investment Report | November 2024
Booming Gold Legendary investor Warren Buffet, chairman of Berkshire Hathaway, was asked about investing in gold, and he was clearly perplexed by the question. His response was that gold (unlike … Read More
Food Inflation, Savings Rates At A Low, The Not-Newly Hired | October 2024
Food Inflation There’s been a lot made about prices at the grocery store lately; in fact, food prices have become a political issue in this election cycle. There’s no … Read More
New Population Realities, The Exceptional American Economy, Growth Numbers, Inherited IRA Distribution Rules | September 2024
New Population Realities The United Nations Department of Economic & Social Affairs has released its World Population Prospects 2024 report, and a close read shows some interesting and sometimes … Read More
Inflation’s Tie To Interest Rates, Private Equity & Your Health, & American’ Declining Financial Health | August 2024
Inflation’s Tie to Interest Rates Inflation impacts all of us in a number of ways, not just in a steady rise in the prices of the things we buy every … Read More
State Tax Rates in Context & How Will Congress Fix Social Security? | July 2024
Several U.S. states have become attractive destinations for retirees, due to the fact that they don’t charge state income taxes. Florida, Nevada, South Dakota, Tennessee, Texas, Washington and Wyoming fall … Read More