... by doing so. Waiting to plan makes just about everything more expensive, so start conversations early and write things down. These documents, even of informal agreements between family members, can help ...
Well, consider that a bullet dodged. You’ve likely heard by now that President Biden signed the “Fiscal Responsibility Act of 2023” into law this past weekend. Among other things the bill suspends limits ...
Good morning and I hope you enjoyed Memorial Day. Since the late-1860s it’s been a day to remember those who died defending our great country, and sometimes while defending it from itself. Originally known ...
Should I refinance my mortgage now? That’s a question I’ve heard a few times lately so I’ll address it here too in case it might be helpful. Deciding to refinance can be complicated and too much analysis ...
... can help but are subject to wide price swings and timing them well is extremely difficult. That bonds equal safety might sound strange since those bonds are issued by the government potentially causing ...
There’s truly never a dull moment, whether in life or in the financial markets. As we look ahead to summer there’s a short but weighty list of issues to follow: the debt ceiling, the banking “crisis”, ...
Good morning and I hope your day is going well so far. I’m at a conference as I write so this week’s post will be brief. This is the first in-person conference I’ve been to in a few years for obvious reasons ...
Tax Day has passed for most of us, so that’s good. Or at least partly passed in the case of those delaying their filing and payment until October due to the Federally declared disaster area in Sonoma County. ...
... can help uncover money that’s being wasted because we’re not even using the service we’ve been paying for. It can also help us reduce the cost of services we enjoy.
For me an example of the latter is ...
Recent weeks have seen a whipsawing of expectations for the economy and the path of interest rates. The yield on the 10yr Treasury, a key benchmark, rose to over 4% a few times and interest rates in general ...