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Last week, we received a lot of information about inflation. Some seemed to support the idea that inflation was sticky, meaning it wasn’t moving lower, while other data suggested inflation was in retreat.

Make the most of the new year by getting your financial priorities in order.

Last week, investors appeared to suffer from a New Year’s hangover. The culprit was too much optimism.

2023 was a big year for U.S. stocks.

Barring unforeseen events, it appears the United States Federal Reserve (Fed) is on the cusp of accomplishing a feat many thought impossible – reducing inflation without causing a recession.

Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement.

Have rates peaked?

The Roth IRA is the ultimate financial gift for retirees and their beneficiaries.

Last week, the United States Treasury market rallied.

Help improve your bottom line with these tax mitigation strategies.

We’re cycling along.

In November, investors were more optimistic than consumers.

Credit card debt has recently hit record highs. This blog will discuss the current state of credit card debt and provide strategies to help people pay down their debts.

Over the long term, “[Stocks] were the best-performing asset class everywhere. Furthermore, bonds outperformed bills in every country except Portugal. This overall pattern, of [stocks] outperforming bonds and bonds beating bills, is what we would expect over the long haul since [stocks] are riskier than bonds, while bonds are riskier than cash,” reported Elroy Dimson, Paul Marsh and Mike Staunton who authored the 2023 Yearbook.

Once your child becomes a legal adult parents are no longer entitled to make decisions on their behalf, for better or for worse. Be sure to have this ready when the leave the nest.

Four times a year, during earnings season, publicly traded companies report how well they performed during the previous quarter. The strength of corporate earnings – also known as bottom-line profits – is one of the economic indicators that investors watch closely.

This all-important retirement income source is tricky, especially around times of transition.

Last week, there was a lot of speculation about whether the United States will see a year-end stock market rally. Some say yes, and some say no.

Historically, economic theory was based on the idea that financial decisions were grounded in rational thought. In recent years, behavioral economists have recognized that people don’t always behave rationally.

Determine the ideal profit-sharing design for your organization