For you early planners, here are the 2023 tax brackets and a few related items for the upcoming tax year. Please note this information does not affect anything
After a ton of daily movement pro and con, the S&P 500 is trading just above 3,700 today, 10/18/22., the same level it traded at in mid-June 2022. October is
After another round of interest rate hikes by the Federal Reserve, the 2-year Treasury hit a 15-year high of 4.266% earlier today. The rate retreated a small
It is so easy to be dour and pessimistic with the world - I came across this article today and wanted to share it just because it points out some positives.
I
Two pieces today, one on general retirement planning thoughts and one on our current market:
1) You may have noticed in our discussions and meetings I spend
For those of you interested in the interrelationship between during-retirement withdrawals and portfolio performance, please check out this article.
The
Part of the benefit of writing consistent blog posts is one can look back and see the date where I wrote XYZ and compare it to the current situation. I am not
Some quick thoughts I don’t think I’ve ever shared before in written form: be careful what market pundit or even news source you follow or receive market
A few thoughts:
- On the S&P 500 we are almost 9% off the lows established mid-June. That index remains over 17% down year-to-date. Similarly, the broad US
Here are a few bullet points highlighting some of my current thoughts:
- A few blog posts back I highlighted purchasing inflation-protected bonds directly from
“Recession” and “Bear Market.” Two scary terms in the annals of investing. Let’s define them and drill down on what they actually mean. A recession is
The S&P 500 continues to be very volatile, and mostly to the downside. We are currently 15-16% down on the year-to-date but almost 5% above the intraday lows