Rebalancing ahead! There is one decision all investors should make: how to allocate the money they’re investing. Asset allocation decisions are usually based on a myriad of factors: expected returns, potential volatility, and appetite for risk, among others. Periodically rebalancing a portfolio’s allocation is a critical step, too, because it keeps portfolios from having too […]
This World Elder Abuse Awareness Day, Let’s Make a Pledge to Stay in Touch Older adults are more vulnerable to social isolation and loneliness. World Elder Abuse Awareness Day reminds us about the importance of staying in touch with older persons. Elder abuse is the intentional mistreatment or harming of an older person. An older […]
You don’t have to suffer through a peewee baseball game or a Fourth of July parade on an unsupportive folding chair just to prove you’re a good parent. By Daniel Varghese Q: My son’s baseball season just started. I want to support him, but having to sit for hours on my cheap outdoor folding chair is […]
Leaping over the wall of worry. The “wall of worry” is an obstacle – or set of obstacles – that investors face. This year, the wall reached a considerable height as inflation, the War in Ukraine, United States-China tensions, slower earnings growth, the high cost of residential real estate, low demand for commercial real estate, […]
IRS announces higher HSA contribution limits for 2024 By Ashlea Ebeling The Internal Revenue Service recently announced the largest ever increase to the amount Americans can set aside in health-savings accounts each year. For 2024, the maximum HSA contribution will be $8,300 for a family and $4,150 for an individual. That is up from $7,750 for […]
As Gomer Pyle used to say, “Surprise, surprise, surprise!” Gomer Pyle USMC was a popular American sitcom in the 1960s. It focused on a naïve, do-gooding auto mechanic from Mayberry RFD who joined the military. Gomer Pyle, the much-loved main character, was known for catchphrases such as shazam, golly, and surprise, surprise, surprise. Surprise. Last […]
It’s a three-ring circus! For centuries people have embraced the circus. Enjoying the sticky fluff of cotton candy while elephants, clowns and trapeze artists perform in the spotlights. Merriam Webster Dictionary defines the experience as wild, confusing, engrossing, and entertaining. Some aspects of that description apply to recent financial market activity. Last week, we saw: […]
Travelers should expect longer waits to get their passports renewed—but there are options to speed up the process. By Allison Pohle, Wall Street Journal _____________________________________________ If you haven’t yet renewed your passport ahead of international summer travel, prepare to pay plenty to fix the problem. Wait times for passports have increased across the board in […]
Investors aren’t happy, but stocks are up. If you ever participated in a fantasy football league, you may have experienced a run on a position during your draft. One person picks a kicker or a defensive end mid-round and, suddenly, almost everyone rushes to follow suit. A similar occurrence may be happening in the United […]