... will raise interest rates yet again, so no midsummer slowdown anytime soon.
Additionally, we keep edging closer to the date when Schwab fully absorbs the custodian I’ve been using for nearly ten years, ...
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How do people come up with these numbers? Is it someone’s best guess about how much money it takes to retire, since retiring from full-time work is usually the stated goal in surveys like this? Those ...
... ten times since March of last year to slow the economy down. Among other things, this has increased short-term borrowing costs in the economy by about 5%. The Fed held off raising rates at its June meeting ...
Since it’s a holiday I’m taking the day off from writing my blog. I’ll be back at it next week with our Quarterly Update. In the meantime, I hope you and your loved ones enjoy celebrating our nation’s ...
... part of a long-range projection with a trajectory that could, at least in theory, be altered at any time by Congress.
This probably sounds obvious, but the younger you are the riskier it is to assume ...
... varied and gives him a unique perspective. Similar to Liz Ann Sonders of Schwab, Andy is someone to make time to pay attention to.
The title of his talk was “Xi Returns to Pragmatism”, a perplexing topic ...
Last week I mentioned some takeaways from two speakers at recent conferences I attended and this week I’m continuing that theme. Part of the reason I make time for these conferences is the variety of information ...
... following these developments while at another conference last week. This time it was the Financial Planning Association’s “NorCal” conference at the Palace Hotel in San Francisco. Attendance was high at ...
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 ...