Market Commentary - April 2023

SECURE Act 2.0 – What do you need to know?

SECURE Act 2.0 – What do you need to know? The SECURE Act 2.0 was signed into law on December 29...

Preparing for Retirement

A common question we receive is, am I ready to retire? We’ve put together a few guidelines for your...

ETFs vs. Mutual Funds

I want to retire when I am 65. Should my retirement portfolio be invested in mutual funds or...

Bear Markets, Inflation, Political Gridlock

As we’ve written in the past, there’s always a reason not to invest, and these times are no...

Market Timing

We have posted videos and articles about how difficult it is to time the stock market. Indeed, we...

There’s Always A Reason Not To Invest

Gas, crude oil, propane and natural gas prices rising; food prices rising; inflation rising;...

War & Markets

This is such an ugly topic yet looking at the data, sadly, war is common. There are several...

Tune Out The Noise

Among the most valuable lessons I have learned as an investor has been to tune out the “noise”. I...

Should I Worry About Inflation?

In a word, yes. But not to the point where you make decisions you will regret. Here are some basics...