Our financial newsletters are designed to provide helpful information on various financial topics. Click on one of the newsletter topics below to read the entire article.
Editor's note
I've handpicked articles and stories that resonate with both my clients and myself, with the goal of providing you with valuable, practical insights that you may find both informative and useful.
Monday, September 2, 2024
Monday, August 26, 2024
August 2024 Newsletter
HOT TOPIC: Real Estate Commission Changes Around the Corner
Watch for These Hazards on the Road to Retirement
Mixing It Up: Asset Allocation and Diversification
After the Loss of a Loved One, Watch Out for Scams
Consumer Sentiment: Do Americans See Brighter Days Ahead?
Equity REITs: Is There Room for Real Estate in Your Portfolio?
Saturday, March 2, 2024
March 2024 Newsletter
March
HOT TOPIC: Can Productivity Keep Driving the U.S. Economy?
This article looks at the importance of productivity to the U.S. economy, possible contributing factors to the recent surge, and the prospects for an extended period of strong productivity growth.
Key Retirement and Tax Numbers for 2024
This article presents the IRS’ cost-of-living adjustments for 2024 that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.
How Savers and Spenders Can Meet in the Middle
Couples who have opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers some tips to learn to work with financial differences.
The Federal Reserve’s Key Meeting Dates in 2024
This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.
Roth 401(k) News: Is It Time to Rethink How You Save for Retirement?
High-income participants will not be allowed to make pre-tax catch-up contributions to a traditional 401(k) or similar plan starting in 2026, but they will be able to contribute to a workplace Roth.
Can Your Personality Influence Your Portfolio? New Research Points to Yes
The findings of two recent academic studies may offer insight into how investors can make more fruitful financial decisions.
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