Equity markets have experienced increased volatility over the past month, driven by a combination of factors including signs of economic slowdown, ongoing geopolitical tensions, and shifting political priorities following the transition to the Trump administration.
When I think of a 30-year retirement for myself, I find it completely overwhelming. It is a long time horizon and somedays I can barely plan for tomorrow, let alone 30 years into the future.
Another holiday season has passed. While the time between Thanksgiving and New Year’s traditionally meant gathering with family and friends in a spirit of reflection, thankfulness, and celebration, today’s narrative differs dramatically.
I promise that we will eventually get to the topic that most people are interested in hearing about from their financial advisor (that would be money).
The SECURE Act of 2019 fundamentally changed how inherited Individual Retirement Accounts (IRAs) must be handled, with significant implications for those who have inherited IRA assets since 2020.
Anyone who has been in the market for a new home over the past few years has discovered something many economists once considered highly improbable – a sudden and sustained lift in mortgage interest rates coupled with resiliency in housing prices.
