A solid start to 2025, though tariff volatility kicked in on last day of the month.
Here are a few new features effective in 2025 from SECURE Act 2.0. Also note Social Security Fairness Act passed in early January.
US Large Caps got a little less large, Small Caps a lot smaller, REITs and long bonds smoked and the Fed said “not so fast”
Here is my traditional holiday post. The energy and excitement of youth is especially noticeable this time of year. Soak it in but also remember to recognize and encourage this energy year-round but without "measuring you by the yardstick of my own years." Happy Holidays!
The election drove many asset classes higher after the October pullback, though international equities were down.
Not all tax planning moves can wait until next spring. Here are some moves to consider now.
US equities gave it up the last days of October while Int’l equities and bonds drifted down all month. How about them rates!
It’s that time of year. Don’t just click on last year’s options - take a closer look. Also note higher contribution limits, especially if age 60 - 63!
After a weak start, September returns picked up mid-month and finished strong. Welcome October!
After 8.7% for 2023 and 3.2% for 2024, the SS inflation adjustment for 2025 is expected to be around 2.5%; finalized on October 10.
August started out in “risk-off” mode but quickly reversed. Hello September!
Here are some financial tips to add to your “packing list” as you head off to college.