What does it take to minimize your tax bill, not just this year but in the years to come?
The answer varies for each individual. Tax optimization strategies
The NASDAQ Composite Index's history shows how devastating market downturns can be. After the crash in the early 2000s, it took 15 long years for the index to
As we close out 2024 and step into 2025, many investors are asking what kind of year lies ahead. With the S&P 500 delivering over 20% returns for the second
Is your retirement savings on track?
If you’re like most people, you may feel it’s not. In fact, concerns about running out of money in retirement are very
Wall Street “experts” predict the market’s direction every year — and for the last five years in a row, they’ve been wrong. The chart makes it clear: the only
The dramatic surge in the money supply (M1) since 2020 — rising fivefold and peaking in 2022 — has left a lasting impact. M1 represents the most liquid forms
Investor optimism is showing up in big ways: U.S. exchange-traded funds (ETFs) have already taken in over $1 trillion this year, breaking 2021’s record with
The growing gap between government spending and tax revenue has created a significant challenge for debt markets. Persistent deficits require increased
U.S. stocks have reached a 75-year high compared to global markets, reflecting remarkable growth and the resilience of U.S. companies. However, history reminds
When are you going to retire?
How did you make that decision?
Many of us look at finances and health when we’re deciding when to retire.
Whether or not we realize
The S&P 500 risk premium, which measures the extra earnings stocks offer over safer 10-year Treasury bonds, has turned negative for the first time in over two
