Today is Inauguration Day in the U.S., a day when our newly elected president is sworn into office. January 20 has served as Inauguration Day since the 1930s. The ceremony traditionally includes events such as the oaths of office, parades, poetry readings, speeches,...
The SECURE Act, which passed in December 2019, aimed to make retirement savings less complicated for retirees. It kickstarted significant changes to contribution ages and required minimum distributions, and the law also affected inherited IRAs for many people. If...
Most people are invested in the stock market in some way. Whether it’s mutual funds, individual company stocks, or a Roth IRA, most investment platforms are based in the stock market. Of course, as you invest more of your money in the stock market, you might be...
If you’ve been watching the news lately (as of this writing, it’s September 2019), you might be seeing a lot of headlines about the “Feds lowering interest rates again” or “interest rates at an all-time low.” You might also see the other headlines that indicate a...
In this year’s annual letter to its shareholders, Berkshire Hathaway CEO Warren Buffett had an eloquent yet simple perspective on looking at finances: “Focus on the forest, forget the trees.” Too often, investors who evaluate Berkshire Hathaway obsess on the details...
When the markets fall, it can be intimidating for everyone — including your financial planner. As an individual, watching your account balances fall is stressful and, as a financial planner, we watch that happen to each of our clients. It’s hard to see our clients...
