One question at the forefront of many investors’ minds, particularly at the start of a new year is: how might things unfold in the year ahead? There are cognitive, cultural, and…
December 2025 Market Recap: It’s a Wrap: 2025 Market Review
Often from Christmas through year end, investors are treated to a “Santa Claus Rally”, where stock prices rise. But 2025 followed the atypical pattern from 2024: stock prices fell during…
I love a good cliché. So, let’s not beat around the bush. Let’s bite the bullet, cut to the chase, and talk turkey: some investors are really worried that we’re…
Information about Medicare premiums and retirement plan contribution limits for 2026 was recently determined by the Centers for Medicare & Medicaid Services and the Internal Revenue Service. The bottom line…
November started out looking like a month not to remember, as the government shutdown continued, concerns mounted about the Federal Reserve backing away from interest rate reductions, technology stocks sank,…
In The Power of Strangers: The Benefits of Connecting in a Suspicious World, journalist Joe Keohane explores a simple idea: that talking to strangers can make us happier, healthier, and more…
As a college and financial planner, one of the most common questions I hear from families is, “What exactly is a merit scholarship — and how do we get one?” Let’s…
Charitable giving is a meaningful way to support causes you care about, and many charitably minded people decide to give for reasons above and beyond personal financial considerations. However, it…
October 2025 Market Recap: Another Month, Another Record
The stock market got fresh fuel during the last week of October in the form of positive earnings reports from large technology companies, which helped push stock indexes to a new all-time…
