401k-ira
What's Around the Quarter?
Today's Friday post is different. Every quarter, I write a commentary for our clients.
Market Commentary
401k-ira
Nike's Big Fail
Happy Friday, everyone! I've been learning at the Tax Planning Summit in Arizona this week.
401k-ira
Exploding Phones and Walkie-talkies
Happy Friday, everyone! Today is Jenny and I's wedding anniversary! I am lucky to be married to such an amazing woman.
roth
Big Brother Ford Is Listening
The days are getting shorter! My morning pickleball group has to start playing at 6:20 a.m. instead of 6:00 a.m.
roth
US Steel Denied!
I hope you had a great week. The kids are back in school, and the days are getting shorter.
roth
Rate Cut Imminent
I should have posted a blog post last week. Being consistent with blogging is difficult, and I'm working on improving.
401k-ira
Wild Ride
This week has been a crazy ride for stocks. We are happy and confident with our models and continue to stay invested for the long term.
roth
Recession Time?
My wife Jenny and I are heading to Lake Rosevelt for a wedding. Hopefully, we'll jump in the lake to cool off from this 100+ degree weather.
401k-ira
Glitches and Assassinations
Wow! This title sounds like the start of a sci-fi movie script.
401k-ira
AI Boosting Stock Performance
Performance (even in an election year)2nd quarter 2024 continued this year's growth, but only in certain areas, such as large tech and international.
roth
2 Minute Financial News
Thank you for joining me today for two minutes on the economy, an interesting story, and a financial planning tip.
roth
Avoiding RMD Taxes - Noah Schwab
Thank you to everyone for reading our blog. We've had great feedback and are excited that people are interested in what we say.