Blog

Enjoy this month’s edition that features a welcome to a new member of the team, a review of the stock market so far this year and results from a survey of Americans on how much it takes to be wealthy.

Enjoy this month’s edition that features an explanation of portfolio rebalancing, a reminder about Social Security on-line accounts and some 401(k) mistakes to avoid.

Enjoy this month’s edition that features an investing exercise across multiple presidential administrations plus a summary of the first half of the year.

Enjoy this month’s edition that features a review of the stock and bond markets so far this year as well as a note about Social Security.

Enjoy this month’s edition that features a review of the economy and market performance, some predictions for the next 12 months and a reminder of why we are CERTIFIED FINANCIAL PLANNERS™.

Enjoy this month’s edition that features a review of the first quarter’s market returns on stocks and bonds, a note on an interesting Schwab study, and a response to a commonly asked question.

First Quarter Returns

Enjoy this month’s edition that features some tax reminders plus an example of how we diversify clients’ portfolios.

Income Tax Info

As you know, the deadline to file our 2023 tax year returns is Monday, April 15 – unless you file for an extension. Below are a few important reminders:

Enjoy this month’s edition that features a reminder of tax documents from Schwab, plus some commentary about stock market performance.

2023 Tax forms: 

Enjoy this month’s edition that features a reminder of tax documents from Schwab, plus some commentary about stock market performance.

2023 Tax forms: 

Enjoy this month’s edition that features a review of 2023.