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.
Small caps had a strong month after another tame inflation report.
US Large Cap equities have performed extremely well lately. Can that continue?
Equity markets were mixed in June, but US Large Caps and Emerging Markets were solid.
Here is my graduation gift for those starting their first job – and a refresher for others already working.
Equity markets rebounded strongly in May
The latest funding status of Social Security and Medicare is available. Yes, the programs will be around when you retire, but benefits may be reduced. Here is a financial overview of these programs in a Q&A format.