This episode provides a market update through March 31 2024!

I provide some last minute tax-planning moves for the 2023 tax year and a quick summary of key tax documents needed for your accountant. Looking for more information? Don't miss our blog post on this topic here.

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This episode provides a market update through February 29 2024!

Inflation has been heading lower, but the Fed needs to see more. The bond and equity markets are watching closely. 

This episode provides a market update through January 31 2024!

Do you recall the attention SECURE Act 2.0 received in early 2023?  Here is a refresher on the 2023 changes and new features effective for 2024.

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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