As we march headlong toward the end of another eventful year, let’s look at some important calendar-based financial considerations. Now is a great time to do so because it’s late enough in the year to ...
... than at any time since at least 1953. Airlines, recreation, and costs for housing and home furnishings also rose rapidly.
Much of this was expected following the one-year mark from the pandemic lows ...
... (sounds like a real barn burner, right?). The book had been in progress for some time but was published right as the pandemic was revving up in March. The timing was a lucky coincidence for the author ...
... behalf, of course. I’m just harvesting extra time to spend with my family during what remains of summer.
I wish you all the best during these turbulent and anxious times. Little in our lives has been ...
... during these challenging times.
If you’re interested in the meantime, here’s a link to a good article from Schwab’s Chief Investment Strategist, Liz Ann Sonders. Liz Ann touches on the market’s seeming ...
... and greatest fad or hot stock of the day, but it works well over time.
If one thing is true with investing it’s that if you don’t have a plan you can stick to, you’re likely to fall prey to fads and ...
... a few quarters at a time. This started to change and seemed to come together near Election Day. The coincidental timing of positive economic news provided (and continues to provide) a tailwind for the ...
... including Nvidia and Microsoft, collectively dropped almost a trillion dollars in market value, a record dollar amount for that timeframe. The dollar decline is that high because those companies have grown ...
Are you getting a little tired of me mentioning how interest rates and the Fed have been influencing the stock and bond markets? Well, I sometimes tire of it because it’s been on the radar for years now ...
... will let you do a mobile deposit up until 4pm local time on the 15th, so that’s a great option if you can leverage technology.
Technically you can put a check in the mail and have it postmarked by the ...
... three times this year, perhaps beginning this Spring but definitely by Summer. The thinking was that inflation would continue to fall and slowing economic growth would force the Fed’s hand. Lower rates ...
... here. Instead, I’ll provide some links and notes to scan through and you can read more when you have the time.
First, here’s a link to a brief article on the update. I like this format because Axios ...
... all the way back down to the Fed’s 2% target anytime soon. Only time will tell but it could be awhile before we get a definitive answer.
In the meantime it’s important to remind ourselves that while ...
A few years ago during Covid I decided to say “Yes” more. “No” is negative and exclusionary while “maybe” can be so unfulfilling. But yes is exciting and freeing while also sometimes being a little terrifying. ...
... letters but most traditionally learn their fate from about mid-March to mid-April. Also traditionally students and their families are expected to choose a school by May 1st. It’s an exciting time that’s ...
... exist at the same time while almost literally being at war with each other in the economy and culture? It’s fascinating.
There were selloffs in the markets, sure, but those happened amid a tide that ...
... can or should. I’m sure I could spend time doing my taxes but I just don’t want to. It’s easily worth it to pay someone to do the sausage making but I still try to understand all the numbers and strategy. ...
... fee and it takes a little time. My lender, Rocket Mortgage, had a $10,000 minimum, charged $250, and took about two billing cycles to lower my payment when I did a recast. And while they would have accepted ...
... and holding costs will be a fraction of what you’d pay to the funds over time. Perhaps ironically, Grayscale uses Coinbase to hold its bitcoin so you’d be in good company.
Otherwise, if you’d just like ...
Whenever I hear someone ask about market predictions I think about one of the many famous quotes from the Rocky saga. This time it’s from Rocky III, probably my favorite. It’s minutes before Rocky’s big ...