2020 – Q4 Quarterly Market Review
2020- Q2 Quarterly Market Review
2021 – Q3 Quarterly Market Review
2021 Q3 – Quarterly Market Review
2021 – Q1 Quarterly Market Review
2021- Q1 Quarterly Market Review
What Do Low Interest Rates Mean for Stock Returns?
Interest rates are one of the key tools that the Federal Reserve has to manage the economy. Changing how much it costs to borrow money can slow down an economy or give a the economy a nudge.
2020 – Q3 Quarterly Market Review
2020- Q2 Quarterly Market Review
2021 – Q2 Quarterly Market Review
2020- Q2 Quarterly Market Review
A Tax on Giving – Understanding the Rules of the Gift Tax
Getting taxed once is hard enough, but getting hit a second time on the same dollars? That’s enough to give even a compliant taxpayer the urge to toss crates of tea into Boston Harbor. Whether double taxation like the gift tax is morally right or not is a topic for someone else to tackle. But if you […]
I have taken the Retirement Income Style Awareness™ Profile. Is it helpful to use this with a financial professional?
Here, we address whether or not you feel it would be helpful to share your personal RISA™ results with a financial professional.
I’ve taken the Retirement Income Style Awareness™ Profile. What’s next?
We were able to categorize next steps after the RISA™ into five groups.
Retirement Income Style Awareness Profile (RISA™) and Its Accuracy
We asked RISA™ participants if they felt the results were accurate; did the RISA™ “capture the essence of their style?”
