Apr 30 The “Sandwich Generation” are Gen-Xers and older Millennials who are raising children while also helping their Boomer parents navigate aging. There’s a lot to think about, plan for, and organize, but one of the things that can be overlooked is keeping them safe from financial pitfalls. This older generation has embraced technology in [...]
May 08 April Recap and May Outlook April had it all, and most of it was not so great. Inflation is proving sticky again, which forced the market and the Fed to reassess the timing of interest rate cuts. Conflicts intensified in Ukraine and the Middle East, and in the U.S., protests on college campuses [...]
Mar 30 Having a good understanding of the building blocks of your financial success can help you in many ways on your financial journey. Taking the time to think through the various areas of finances ahead of time, before issues arise, and then make a plan and follow through is the foundation of a successful [...]
Apr 05 March Recap and April Outlook Among the more interesting bits of Jerome Powell’s testimony to Congress last year was his admission that he’s been a Grateful Dead fan for 50 years. In his comments at the press conference at the March FOMC meeting, he affirmed that we will see rate cuts this year, [...]
Feb 29 Wealth transfers from one generation to the next don’t usually make the news, but everything about the baby boomers has always been newsworthy because of the sheer size of this mid-20th-century generation. The unique circumstances they were born into included societal change and financial opportunities to build wealth through better jobs, pensions, a [...]
Mar 19 The cost of college has skyrocketed, and it raises the question of whether the cost/benefit assumptions of a college education should be revisited. The Federal Reserve did just that, with a web feature called “The Labor Market for Recent College Graduates.” This is an interactive, consistently updated series of charts that look at [...]
February Recap and March Outlook Depending on your focus, the story the recent economic data is telling may be different. But one point of view has been remarkably consistent this year: the market does not seem to care about any of it. February saw the S&P 500’s first break through the 5,000 ceiling, and there [...]
Jan 08 December Recap and January Outlook The drama around the timing of the Federal Reserve’s first cuts to the key short-term interest rate continued in last few weeks of the old year and into the first week of the new year. Two months of slowing labor market data, coupled with a change to [...]
Nov 30 The inflation rate has come down from the forty-year highs we saw in 2022, but it is still elevated. While we are seeing relief on prices, there are some positive impacts of higher inflation. The IRS sets tax brackets, tax deductions, 401(k), and other tax-efficient retirement savings account contribution amounts by pegging them [...]
Dec 07 November Recap and December Outlook After a year in which Federal Reserve Chairman Jerome Powell managed to hold everyone’s attention – again – here we are waiting for the outcome of the last FOMC meeting of the year. A few weeks ago, with the narrative of rates being higher for longer taking [...]
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