Forward Thinking
The markets have always been a predictor of what’s to come. Everything feels bad, looks bad, and the outlook seems pretty bad on many fronts for the rest of this year. The market, both on the stock and the bond
An 8% Raise
Just because you are eligible for Social Security benefits doesn’t mean you should start taking them right away. We often hear our clients ask about taking social security as soon as they are able, using reasoning such as: “I
Inflation Hedge?
Other than the very obvious and depressing headlines that Sarah Yakel deftly navigated in her last post, the next highest thing on investors’ minds is inflation and what to do about it. Like anything when it comes to investing, there
Safety and Return
In many initial client meetings (and sometimes beyond the initial meeting), clients are often in search of a unicorn, an investment that provides a high rate of return without any risk. Most people won’t explicitly say that, although we do
Tax Time?
As the calendar turns to 2022, many people immediately start to think about filing taxes. While it’s generally a good thing to avoid procrastination (which I try to tell myself all the time!), you must wait for a) the IRS
RMDs Are Back in 2021
The passing of time during the pandemic has felt very weird at best. For me, it felt like 2020 moved at a snail’s pace and 2021 has been a bit of a blur. And, it’s caused me to forget exactly
Have you Heard About How Much I bonds are Paying?
You may have seen or heard that I bonds (AKA inflation bonds or series I savings bonds) are currently paying 7.12%. That is true, but as with most headlines these days, it’s important to read into the situation and dig
Wait, My Bonds Went Down Too??
If you are an investor in the markets, you are probably aware that the stock market can go up and down (news flash!). September lived up to its reputation of being a historically bad month for stocks, but many bond
What Happens When My Work Retirement Plan Dissolves?
We recently helped a business owner who is nearing retirement unwind his company’s work plan. This can happen for several reasons, but it is usually because the business is closing or the plan itself is ending. Either way, it’s important
Dealing with Uncertainty
TL;DR: more cute dog pics below 😊 Over our 20+ years in the industry, my partner Sarah Yakel and I have heard the refrain ‘I’ll get out of the market now and get back in when things look better’