foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
foster your financial literacy
Listen, watch, and read our most up-to-date content on retirement, investing, the current market, and more.
Podcasts
Youtube Videos
The Problem With Overspending
How Do I Stop Overspending?
Listener Questions - September 2024 Edition | Recap
What’s The Best Long Term Care Plan For Me?
How Do I Budget For Retirement?
Do I Need Life Insurance?
What Should I Do With My 457(b) When I Retire In 2 Months?
Should I Do Roth Conversions?
Listener Questions - September 2024 Edition
Monthly Market Updates
Market & Economic Outlook | July 2021
Stocks continued to climb in the second quarter finishing up 8.2% as Covid-19 cases plunged 96% and almost 70% of U.S. adults got vaccinated. While concerns about the Covid Delta variant and inflation have investors on edge, the stock market performance in 2021 remains strong…
Market & Economic Outlook | April 2021
Stocks climbed over 5% in the first quarter as new COVID-19 cases dropped dramatically (down over 75% from the previous six-week period), vaccinations became widespread (181 million doses delivered and over 93.6 million having received their first shot), and the economy kicked into high gear.
Market & Economic Outlook | February 2021
Stocks have been on a tear since the election. From November 3rd through February 10th, stocks have risen 13.5%. That’s the best market performance by any first-term President going back to World War II, for this time frame.
Market & Economic Outlook | January 2021
The S&P 500 Index ended 2020 at an all-time high, gaining +16.3% for the calendar year. That is remarkable given the fact we went into a very deep recession earlier in the year.
Market & Economic Outlook | December 2020
November turned out to be the best performing month since April with the Index rising 10.8%. Investors shrugged off the spike in new Covid-19 cases, record deaths, and increased hospitalizations.
Market & Economic Outlook | November 2020
Stocks tanked in late October due to record Covid-19 cases and uncertainty surrounding the Presidential election. Surprisingly, stocks rallied sharply following the election as the market celebrated gridlock.
Market & Economic Outlook | October 2020
We officially kicked off a new bull market when stocks rallied sharply in July and August, propelling the S&P 500 Index to new all-time highs. Historically, when a new bull market begins, the S&P 500 Index rises on average 46% over the next 12 months.
Market & Economic Outlook | September 2020
As the U.S. economy continues to reopen, the Atlanta Fed is projecting GDP will grow +29.6% in the third quarter, with further strength expected in the 4th quarter.
Market & Economic Outlook | August 2020
Despite the economy suffering its worst quarterly GDP decline ever, down -9.5%, stocks are knocking on the door of new all-time highs. Many investors are concerned about the run-up in stock prices, but when you consider
Market & Economic Outlook | July 2020
Stocks finished the second quarter up 20% – its best quarter in over two decades! That’s remarkable considering business was brought to a standstill. In just a few months, we have witnessed a bear market, a recession, and subsequent recovery compressed in a short span of time.