Articles

Equities Give Up Early Gains

In stark contrast to the strong performance during the first four months of 2019, U.S. equities faltered in May as continued trade disputes hindered economic growth expectations. Read more

Rates Drop Rapidly Amid Inverted Yield Curve

Markets tend to look at the yield curve in order to find clues as to what the expectations are about future economic growth and inflation. Read more

Changes Proposed For 401k Plans & IRAs - Retirement Planning

This past month the House of Representatives passed the SECURE Act, which will introduce various changes to retirement plans including IRAs and 401k plans. Read more

Cost of Raising Kids – Financial Planning

Since 1960, the U.S. Department of Agriculture (USDA) has provided estimates of expenditures related to raising a child from birth to age 17. Read more

Unemployment Falls to 50 year low at 3.6% - Labor Market Update

A tight labor market with a voracious demand for skilled workers has brought the unemployment rate down to a 50 year low. Read more

Deciding When To Take Social Security – Retirement Planning

Deciding when to take Social Security benefits is one of the most important decisions one will make for retirement. Read more

Macro Overview - June 2019

The ongoing trade dispute between the U.S. and China escalated in May as the U.S. signaled that it had not finalized a deal yet with China. Read more

Macro Overview

Tranquility that fell upon markets as volatility receded in April was interrupted by a return of uncertainty surrounding trade negotiations between China and the United States. Read more

Oil & Retirees Drive Population Growth

Recently released Census data revealed that the fastest growing cities in terms of population growth have been driven by the oil industry and retirees. Read more

Social Security Falls Short On Projections

A U.S. Government report compiled and released by the Government Accountability Office (GAO) found that 48 percent of individuals 55 and older had no retirement savings whatsoever. Read more

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