On December 29, 2022, President Biden signed into law the 2023 omnibus appropriations bill. The bill contains a number of changes that could impact your
Hello Friends,
I am pleased to report that my recent collaboration with Consumer Reports has been published in their print magazine.
It's a case study of
An exceptionally volatile week, marked by wide intraday price swings, whipsawed investors with stocks ending higher following a surge to the upside on the final
Stocks extended their January retreat as worries over inflation and rising bond yields continued to exert downward pressure on prices.
The Standard & Poor’s
A jump in yields sparked by a more aggressive sounding Federal Reserve sent the market lower to start the new year.
The Standard & Poor’s 500 declined 1.87%
- The Case Against Bitcoin and other Cryptocurrencies
The following uses Bitcoin as the standard-bearer for all cryptocurrencies. While I know Bitcoin best, I
The end of the year is upon us, so instead of the usual weekly market recap, I offer this metaphor to end the month.
Your investment strategy is a lot like a
My Fiduciary Oath
Potential clients sometimes wonder about the difference between a 100% fiduciary (like me) vs. a part-time fiduciary (also known as a fee
The Truth About Risk
Since beginning Your Best Path Financial Planning, I have learned that what clients want is to SEE their finances better. To me, this
Let's Fix this: Less Than Half of You Know, Before Retirement, How Much Social Security You Will Get
Let's Fix this: Less Than Half of You Know, Before Retirement, How Much Social Security You Will Get
Researchers at the University of Michigan Retirement and
