Why Own Bonds?

Why Own Bonds?

This year has been a challenging year for bond owners as interest rates rise. The Bloomberg US Aggregate Bond Index, the bond’s market version of the S&P 500, is down -16.61%. So why own bonds at all? The value proposition bonds are that they tend to provide...

Student Loan Forgiveness Application Now Open

The U.S. government opened a website to allow Americans with federal student loans to apply for up to $20,000 in debt forgiveness. This is the only site where borrowers can sign up for student loan forgiveness. Who Qualifies?Borrowers earning less than $125,000 per...
Charts of The Week

Charts of The Week

Four charts from the past week that tell a story about the markets and investing. You can check out our other blog post for this week here: “How Is Income in Retirement Taxed”. Percentage of Days DownUS stocks have declined 1% or more in one out of four days so far in...
How  Is Income In Retirement Taxed?

How Is Income In Retirement Taxed?

As you near or enter retirement, it is important to identify the different income streams that will become available to you. How much you pay in taxes depends on what type of accounts you have and where your retirement funds come from. Proactive tax planning can help...
5  Chart Friday

5 Chart Friday

Five charts from the past week that tell a story about the markets and investing… Should You Buy or Sell Stocks?Historical comparison can’t tell us exactly what will happen, but they can help put things in perspective. I do find some comfort knowing that buying...
What is the Fed Doing?

What is the Fed Doing?

In the past few weeks, we have continued to face elevated volatility in the financial markets due to higher inflation and rising interest rates. Is the Fed actively trying to crash the stock market, housing market, and push the economy into a recession? In the post...