April is Financial Capability Month, an initiative that started in 2004 as “Financial Literacy” and has evolved over the last…
Investing
All’s Well That ends well? not so fast… march Recap and april Outlook Equity markets, using the S&P 500 index…
For most people, steady, ongoing work is the foundation of their wealth. Career success and a good salary, or building…
Many business owners want to know how they should invest their assets after the sale of their business. At Incline…
February Recap and March Outlook If there’s an aphorism for February that you could embroider on a pillow, it would…
January Recap and February Outlook The market adage is “as January goes, so goes the year.” Is it true? According…
Retirement is just as much a leap of faith as any other significant life change. No matter how much you…
Performance chart for 2022 and 10 year performance I read and follow the works of Ben Carlson of Ritholtz Wealth…
December Recap and January Outlook While the equity markets, as measured by the S&P 500 index, was up in the…
Starting in 2024 you will have the ability to rollover any unused funds in a 529 plan to a Roth…