Ultimate Checklist for Retirement

Ultimate Checklist for Retirement

If you’re within 5 years of retirement, there are a handful of tasks you must do that can make or break your retirement plans. The problem is, many people put them off, thinking, “I’ll get to that later… it doesn’t matter right now.” Years later, they finally make the...
Q1 2024 Quarterly Review

Q1 2024 Quarterly Review

What did markets do in Q1? They were pretty exciting, actually. What can we expect in the months ahead? There’s some good and bad news. We broke down what you need to know about markets and the economy into a five-minute read. Click here to see it! If you’d like...
2024 Guide to Retirement

2024 Guide to Retirement

Each spring, J.P. Morgan releases a helpful document they call their Guide to Retirement. It’s packed with interesting ideas and data that are all focused on retirement. While I think the entire document is valuable, I’ve handpicked eight charts that I...
Stock Market Trends in Presidential Election Years

Stock Market Trends in Presidential Election Years

What’s your biggest worry about the next presidential election? How do you think it’ll play out in your financial life? Believe it or not, there’s a roughly 50-50 chance you’re worried about the next election tanking your portfolio.1 You may also be concerned about a...
Q4 2023 Quarterly Financial Update

Q4 2023 Quarterly Financial Update

What do you need to know about how markets performed last year (and what could happen next)? We broke down markets and the economy into a five-minute read. Click here to check it out. Keeping up with markets and the economy is part of my job, but I want to share some...