Family Finance Resolutions for 2024
As we embrace the dawn of a new year, it's an opportune moment to reflect on our financial well-being and set forth resolutions that [...]
Year-End Financial Checklist
Read on the Dave Ramsey website: Here. This year was a tough one. With inflation, a roller-coaster stock market, and mass layoffs—you might be tempted [...]
The Bond Market Doesn’t Care About the Moody’s Downgrade (Yet)
In November, rating agency Moody’s announced that it had downgraded is credit rating outlook on U.S. government debt from stable to negative. They cited wide [...]
The S&P 500 Total Return Has All-time Highs in Sight
Following its post-summer restlessness, the S&P 500 has sternly gained steam, bouncing 9.5% off the October 27 low. Fueled by a softening CPI print, [...]
New Year, New Opportunities
As we usher in the new year, we find ourselves at the forefront of a dynamic investment landscape filled with opportunities. Along with the [...]
Bonds vs GICs
Given the recent pauses in interest rate hikes by both Canada and the US, some investors are now anticipating a potential end to rate [...]
Social Security COLA Frequently Asked Questions
More than 71 million Americans will see a 3.2% increase in their Social Security benefits and Supplemental Security Income (SSI) payments in 2024. On [...]
The Fed Remains Unchanged (Again)
In a unanimous decision last Thursday, The Fed left interest rates unchanged following its Federal Open Market Committee (FOMC) meeting. This marks the second [...]
All About RMDs
For investors that have been blessed to have accumulated wealth in IRAs or 401(k)s, it's crucial to be familiar with required minimum distributions (RMDs), [...]
