Blog

This article reviews how emotions affect investing behavior and how dollar-cost averaging can help.

Jack explains an inverted yield curve and questions if historically low (even negative) interest rates may be indicators of a recession.

This article reviews how Social Security benefits are taxed at the federal and state level and offers suggestions for minimizing the taxation of these benefit payments.

There is more than just salary when comparing jobs.

Market Top or Breakout-Still Waiting? – June 2019 Market Summary

Jack notes that while the major US markets are near all-time highs, the rest of the investing world is figuring out if it should join the party.

Jack shares some brief comments how the Fed’s March meeting impacted the markets and how they continue to surprise investors.

Planning Needs of Single Parents

Jack looks at the big upswing in US stocks during January and February along with interest rates around the globe.

The 2018 tax year saw major tax changes enacted, including the restriction and/or elimination of some itemized deductions.  This article discusses the donor-advised fund and how it can be used to continue receiving tax deductions for charitable gifts.