The Antidote to Trump Markets: Rebalancing and Diversification

End-of-Year To-Do List

Make sure you take advantage of these financial tasks before the year ends.

Why anyone with contractor income should be using a Solo 401(k)

Comparing a Solo 401(k) vs SEP IRA vs SIMPLE IRA

Strong economic data buoyed investors last week

Employment and wage data were strong, but can it last?

The Federal Reserve’s Surprising Rate Cut: What It Means for You

Mortgage Rates (finally) Head Lower

But there's still room for rates to fall even further

Why everyone could use a Trust when leaving an inheritance

Trusts provide valuable benefits for every asset level

The Sahm Rule and an Upcoming Recession?

How to invest if you expect a recession

Inflation numbers this month were even better than reported

Most outlets focus on the positive 12-month inflation rate, but there are even better results in the 1-month and 3-month rates

Why are home prices up 6% over the past year?

How the shift to remote work could be driving home prices

How a "Fee-Only" financial advisor differs from the traditional model

How do you know your financial advisor has your best interests at heart?

Estate planning trade-off: Is it better to pay a large capital gains tax or a large estate tax?

Moving assets to an irrevocable trust avoids estate taxes but does not benefit from a stepped-up basis upon death. Is it still worth it?