Beyond the Bell
3 Financial Scams to Watch Out for in 2024: AI, Grandparents, and Romance Scams
Have you been receiving phone calls from numbers you don’t recognize? Has your email inbox been filling up with scams?
Street$marts: Understanding Annuities–Different Types, Hidden Fees, and Tax Implications
One of the questions we get here often is about the differences between bond funds and individual bonds. While both
Being a Financial Athlete: Applying an Olympic Mindset to Help Reach Your Financial Goals
The Olympic Games gathers attention from around the world and billions of eyes turn their attention to one stage where the top athletes compete for the title of being the best. These athletes are committed to improving every part of themselves and their routine to ensure victory. But not everyone can be the greatest athlete of all time, some of us just need to find a way to save for the next vacation or pay off student loans. Many people feel anxiety about their financial situation but there might be something to learn from these athletes who rise to the top. Their mindset shapes how they live and compete. They have clear goals, are disciplined in their approach, are open to learning, are ready to overcome setbacks, and know how to reward themselves for victory. Just as Olympians train for years to compete at the highest level, you too must prepare and make a holistic plan with the hope of achieving financial success because each pillar of an athlete’s mindset can also be applied to your financial strategy.
Attention-Grabbing Headlines: Unemployment, the Sahm Rule, and the Yen
Any time the market makes big moves, specifically big negative moves, people are going to try to find the “why”
The IRS Attempts to End the Inherited IRA Confusion
In long-awaited final rules, the IRS finally “clarified” the controversial 10-year rule for inherited individual retirement accounts (IRAs). The new
Market Outlook Summer 2024
Coming Up From Behind: What’s the Story With Small-Cap Stocks?
Taxes and the Cost of an Obsession
Sowing Season
LATEST STREET$MARTS
Street$marts: Understanding Annuities–Different Types, Hidden Fees, and Tax Implications
Street$marts: Bond Funds and Individual Bonds–Six Differences That Impact Your Investment Strategy
LATEST Reports
Market Outlook Summer 2024
In our 2024 outlook that we distributed in January, we wrote about what we thought would be the most important factors hat would impact investments in 2024, including: (1) Will inflation continue to fall as expected towards theFed’s 2% target?(2) Will there be a recession?At the halfway point of 2024, we update our inflation and economic outlook based on new information and assumptions.
Market Outlook Spring 2024
Market Outlook Winter 2024
Market Outlook Fall 2023
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David McCullough