This episode provides a market update through December 31 2023!

Here is my traditional Holiday post.  The energy and excitement of youth is especially noticeable this time of year.  Soak it in – but also remember to recognize and encourage this energy year-round… but without “measuring you by the yardstick of my own years.”

Happy Holidays!

This episode provides a market update through November 30 2023!

Wedding bells bring excitement, hope for the future and sharp-dressed guests. It also brings new considerations in your financial life. Interested in learning more on this topic? Don't miss this blog post!

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This episode provides a market update through October 31 2023!

It’s that time of year.  Don’t just click on last year’s options - take a closer look. Want to learn more about this topic? Don't miss this blog post!

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This episode provides a market update through September 30 2023!

After the high 8.7% for 2023, the 2024 SS cost of living adjustment is expected to be above 3%; will be finalized on October 12.

This episode provides a market update through August 31 2023!

Headline inflation – as measured by CPI – was 3.2% last month.  But that is well above the 2% Fed target and other measures are much higher.