President Trump’s tariff plan is ushering in a period of historic uncertainty and stock market volatility. Wall Street Journal columnist Jason Zweig offers up a thoughtful approach to such turbulent times.   Trump Just Shredded the Economic Playbook. Here Are Your Next Investing Moves. By Jason Zweig, April 4, 2025 Thinking clearly right now is harder—but… Continue reading →

  As a financial advisor, increasingly I find myself in a ticklish situation: Trying to convince people that taking an easy yield on cash is not a long-term investment strategy.  Here is what typically happens, in my experience. Imagine a couple in their early 60s. They have diligently saved for retirement.  As they approach the… Continue reading →

How does MIT Professor Daron Acemoglu, winner of the 2024 Noble Prize for Economics, and one of the world’s experts in AI, invest his own money? Solely via a portfolio of index funds… of course! Is Artificial Intelligence Really Worth the Hype? By Jeff Sommer, February 7, 2025 After the arrival of a less costly… Continue reading →

Retirement investment planning is all about making the most of your savings opportunities, and a new rule under the SECURE 2.0 Act of 2022 is set to provide just that. Beginning in 2025, individuals aged 60 to 63 will be eligible for higher catch-up contributions, helping them bolster their retirement nest egg as they approach… Continue reading →

Scams are a part of everyday life. Here’s how to watch out for them: Watch out for targeted scams Every day Schwab partners with Rebalance to protect your personal information and safeguard your assets. Nevertheless, fraudsters persist in trying to exploit your trust by impersonating Schwab and other companies like Rebalance to access your accounts… Continue reading →

As a financial advisor, a common question I get from friends and family is “Can you recommend a book that will help me understand how to invest?” I always hesitate with this question, not because I do not know what to suggest, but because there are too many good choices! For some folks, the clear… Continue reading →

“Legacy” is a loaded word. It suggests principles and ideals that will outlive one generation and guide the next. For parents, even those who are engaged, the journey often requires letting go and allowing children to make mistakes and learn. When reflecting on legacy and the knowledge that fosters success and happiness, one figure comes… Continue reading →

Medicare Made Simple? Not Quite: Decoding the Alphabet Soup to Maximize Your Coverage.   Medicare plan options are confusing. This book may help. By Michelle Singletary, November 22, 2024 For all its pluses, Medicare can be a hellish system that befuddles and frustrates so many beneficiaries. Medicare provides health insurance for millions of Americans 65… Continue reading →

News you can use: How does the Trump win impact your Social Security benefits? What Will Happen to Social Security After Trump Takes Office? By Tara Siegel Bernard, November 14, 2024 Americans are polarized on many issues, but there’s at least one program that continually wins nearly everyone’s support: Social Security. It isn’t subject to… Continue reading →