Unpacking the Summer Economy

In the financial world, some weeks are more important than others, and we just lived through a big one. Let’s unpack each of the four key stats: The Fed. As expected, the Fed bumped up short-term rates again at its July meeting. But the markets breathed a sigh...

The Fed’s Inflation Nowcasting Tool

Does waiting 30 days for a government report seem a bit unreasonable? After all, we live in a world of instant messages and real-time quotes. Why should we wait a whole month between updates on the Consumer Price Index to see what’s going on with inflation?...

Where There’s A Will

“Where there’s a will, there’s a way.” Sage advice that applies not only to our lives but to your estate strategy. When was the last time you reviewed your will or estate strategy? August is National “Make a Will” Month, an...

Healthcare Costs in Retirement

In a 2021 survey, 32% of all workers reported they were either “not too” or “not at all” confident that they would have enough money to pay for their medical expenses in retirement. Regardless of your confidence, however, being aware of potential health care costs...

Breaking Down the Parts of Medicare

Generally, the different parts of Medicare help cover specific services. Most beneficiaries choose to receive their Parts A and B benefits through Original Medicare, the traditional fee-for-service program offered directly through the federal government. It is...

A Decision Not Made Is Still a Decision

Whether through inertia or trepidation, investors who put off important investment decisions might consider the admonition offered by motivational speaker Brian Tracy, “Almost any decision is better than no decision at all.”1 This investment inaction is played out in...