Posted on June 12, 2025
Economic Outlook: Higher Uncertainty, Lower Growth
There are many ways to describe the outlook for the U.S. and world economies. But at the midpoint of 2025, one word has risen to the top of the lexicon: uncertainty.
Posted on June 12, 2025
Four Tax-Friendly Ways to Pay for Long-Term Care Insurance
No matter how meticulously you’ve planned for retirement, if you don’t have long-term-care insurance, a catastrophic illness could clean out your savings.
Posted on June 12, 2025
‘Fantasy Math’ masks tax bill’s U.S. debt impact, GOP lawmaker said. What the Deficit Means for Your money.
Key Points
- Legislation passed by Republicans in the House and now being considered in the Senate would increase the U.S. debt by more than $3 trillion after interest and economic effects, according to estimates.
- The “One Big Beautiful Bill Act” is a “debt bomb ticking,” one GOP lawmaker said.
- The debt can have a big impact on household finances, by raising the cost of borrowing and reducing the value of investors’ bond holdings, according to economists.
Posted on May 13, 2025
Will 2025 Be a Good Year to Sell Your House?
Key trends in mortgage rates, home prices and buyer demand to help you determine if 2025 is the right year to sell your home.
Posted on May 13, 2025
8 Pieces of Financial Advice for New College Graduates
College graduation is exciting and stressful as you look for a job and start work in your chosen field. Not only are you trying to get the hang of working full-time, but you may also be trying to rent your first apartment, pay bills and handle all of your new financial responsibilities. That’s why it’s important to read financial advice tailored to new graduates. After all, learning how to manage your finances before money mistakes happen can help you avoid easy-to-make slip-ups like dings to your credit score or an overdrawn bank account.
Posted on April 18, 2025
How To Invest with Clarity Through Market Volatility
Key Takeaways
- There’s a lot of noise in markets today: Keeping an eye on big picture developments and avoiding the daily barrage of dramatic headlines is key for investing in this environment.
- Income Over Interest Rates: The current environment offers a unique opportunity to lock in high-quality yield with minimal duration risk, we continue to like optimizing for income.
- Equity Shifts: Diversifying some equity exposure, especially into regions and sectors that have been less favored recently, is attractive today. Though we maintain the thesis of owning companies with fast rivers of cash flow.
Posted on April 18, 2025
How long should I keep records?
The length of time you should keep a document depends on the action, expense, or event which the document records. Generally, you must keep your records that support an item of income, deduction or credit shown on your tax return until the period of limitations for that tax return runs out.
Posted on April 18, 2025
Eight Habits for a Happy Retirement
Most people think that planning for a happy retirement is all about numbers. It centers around one question: Do my financial assets — pension, 401(k)s/IRAs, Social Security, property, sale of a business, etc. — provide enough income to fund my desired retirement lifestyle? But ask any retiree, and they will likely tell you that is only half the story.
Posted on March 13, 2025
Decoding Tariffs: What’s the Economic Impact?
Over the last several weeks, talk of tariffs has dominated news cycles. The implications have stoked concern among CEOs and business leaders, who ship products around the world. The disruption that tariffs could cause has also weighed on equity markets. So what is the real economic impact of tariffs? This article seeks to answer that question.
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Posted on May 13, 2025
4 AI Bottlenecks Could Bolster Old Economy Companies
by C. Todd Fry, CIMA(R), CFS
The artificial intelligence (AI) hype cycle may be coming to an end. Technology giants and investors alike are enthusiastic about AI’s potential to drive productivity gains and transform the economy.
But certain resource constraints could prevent AI growth rates from meeting lofty expectations. Indeed, investors in recent months have begun to question how long it will take for the multibillion dollar investments in AI to translate to profit growth. But the bottlenecks might not be where you expect.
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