2022 served as a stark reminder of the challenges inherent in traditional fixed-income investments. The dramatic double-digit declines experienced
Unlocking the Benefits: Understanding the Roth Conversion Process
I've guided countless families, professionals, and business owners toward securing
Retiring Soon? Unlocking the Benefits: Tax Deductions and Credits for Retirees
As the Bible says, "The plans of the diligent lead to profit as surely
The Federal Reserve made headlines this week with its decision to keep interest rates steady, hinting at the possibility of one more rate hike
It seems that the Fed might be nearing the end of its tightening cycle—or perhaps it's already there. The latest inflation report raised a few
If you were to guess whether the S&P 500 was up, down, or flat from two years ago today, what would you guess? Many might be surprised to find out
