Financial Planning
6 Smart Tax Strategies to Help You Keep More of Your Income
By Jason List, CFP®, CFA Many top earners are doing well financially, yet still ask a practical question: “How can I hold on to more of what I earn?” Tax strategies to keep more income are most effective when they’re part of a coordinated financial…
Your First 7 Financial Steps After Losing a Spouse
By Jason List, CFP®, CFA Stepping into a new financial role after losing a spouse is one of life’s most tender and challenging transitions. If you’re navigating this season, know this: you are not alone, and countless others have effectively taken…
How to Turn Your Nest Egg Into Income for a Confident Retirement
By Jason List, CFP®, CFA You’ve spent years building a retirement portfolio you can be proud of. However, when it comes to retirement planning, saving is just half the battle. The next step is taking those savings and using them to create a steady…
Financial News for the Week of January 13th, 2023
Financial News Highlights After fifteen rounds of votes, Kevin McCarthy was elected the new House Speaker. However, it didn’t come without making major concessions, setting the stage for more political…
Financial News for the Week of January 6th, 2023
Financial News Highlights The labor market cooled modestly in December, with 223k new jobs added and the unemployment rate ticking back down to 3.5%. The House of Representatives failed to elect a…
Financial News for the Week of December 16th, 2022
Financial News Highlights The FOMC downshifted its tightening race in December, raising the policy rate by 50-bps, bringing the operating band to 4.25%-4.5%. The FOMC’s Summary of Economic Projections showed a less optimistic…
Financial News for the Week of December 9th, 2022
Highlights Somewhat unexpectedly, the ISM services index accelerated in November, with the business activity sub-index expanding to a level last seen in 2021. The services sector continues to struggle with elevated…
Financial News for the Week of December 2nd, 2022
Financial News Highlights Employment rose by 0.2% month-on-month (m/m) for the fourth consecutive month in November, surpassing expectations for a moderate slowdown in job growth. Core PCE inflation for October eased slightly to 5%…
Featured Article: The Ingredients For A Happy Retirement
The Ingredients For A Happy Retirement Andrew Rosen What are the ingredients for a happy retirement? (Photo by Bryn Colton) What’s the difference between a happy retirement, and a not-so-happy retirement? Financial planners have…
Featured Article: To Find the Wines of Summer, Just Say Quaffable
Featured Article: To Find the Wines of Summer, Just Say Quaffable Terms like ‘refreshing,’ ‘easy drinking,’ ‘crisp’ and ‘light’ have all been offered as synonyms. Our wine columnist dove deep into the category and came up with 5 categorically…