Sep 26, 2023 | Weekly Wrap-Up
U.S. Treasury yields rose last Wednesday after the Federal Reserve kept rates steady but also hinted that it would implement another rate hike before the end of 2023. As a result, the 2-year Treasury yield increased to 5.167%, up nearly 6 basis points. Meanwhile, the...
Sep 15, 2023 | Weekly Wrap-Up
Smart Tax Planning Strategies Most people put off tax planning until the April deadline or end of year statement shuffling and accounting. By then, it’s often more about the last-minute calculating of tax responsibilities, than a more proactive approach. Efficient tax...
Aug 22, 2023 | Weekly Wrap-Up
Americans with student loan debt have gotten an almost three-year reprieve on their loan payments. As part of the pandemic relief measure, the government paused student loan payments eight times since March 2020. This pause will end August 30, 2023. In 2022, the...
Aug 1, 2023 | Weekly Wrap-Up
It can feel like life is a never-ending rollercoaster that leaves us feeling overwhelmed, stressed and frankly unhappy. I’ve been experiencing my own personal chaos – kids growing up and leaving the nest, caring for an elderly parent, ongoing challenges in my...
Jul 20, 2023 | Weekly Wrap-Up
We have seen inflation decline down to 4%, as reported in June 2023. At the same time, we’ve seen the equity markets improve with the S&P 500 Index returning almost 16% and the MSCI EAFE (international) Index returning 11.67% (year to date as of 6/30/2023). ...
Jul 13, 2023 | Weekly Wrap-Up
As a busy, independent professional juggling countless responsibilities and commitments, managing your finances can often take a backseat. You don’t know where to start. You get lost trying to fill in a spreadsheet your friend sent you. Or you don’t know who to talk...
