Enhance Today | Enrich Tomorrow
When so many conversations today are about the economy, inflation, and the stock market, it’s normal to wonder if you should change your investment strategy. You might wonder if you are investing too aggressively, or you might even think about…
Early retirement presents unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, finding affordable and adequate health insurance adds another layer of complexity to their financial plans. The ACA and Health…
Here’s a video of our third quarter 2024 Market Update, where we discuss the following topics: The latest long-term market summary Strong returns for US stocks, international stocks, and real estate S&P 500 performance has been mixed Why a stock…
How do you begin to save for your children to go to college? With the rising costs of college education, is it worth the monetary commitment? Including tuition & fees, room & board, books & supplies, etc. the average cost…
Below, you can watch our second quarter 2024 Market Update video. In it, we discuss the following topics: Recent strong performance for US and International stocks The importance of global diversification Comparing the Nvidia AI boom to the Cisco internet…
One of the retirement questions many wrestle with is whether to take a pension or a lump sum payment. On this episode we flesh out an example from baseball: Did Bobby Bonilla Day make the right decision to take annual…
Have you thought about retiring abroad? For many of us, our visions of retirement include extended stays exploring new locations in other countries. Could this or some other idyllic vision be your future? The realities of retiring abroad can be…
Below is a video of our first quarter 2024 Market Update. In it, we cover the following: Market updates over the last 1, 5, and 10 years Strong returns for US stocks Should you make changes to your portfolio in…
Many investors have been tempted to invest more, if not all, of their portfolios in the S&P 500 given the incredible run it’s had over the last decade. But today we are talking through five reasons why you should…
Below is a video of our Fourth Quarter 2023 Market Update. In the video we cover: Why even when things feel uncertain, doesn’t mean it’s a bad time to invest How different areas of the market looked in 2023 vs…
