1,316 results found
Retire
Running a successful business takes grit, vision, and no shortage of time. Between managing operations, leading teams, and scaling growth, personal financial planning often gets pushed to the back burner. When business owners do seek help, they typically turn to their CPA for advice. And while CPAs are invaluable for accounting and tax compliance, they’re […]
Daily Market Commentary
On May 20th, Google CEO Sundar Pichai updated the public on the company’s progress on its AI development as follows: We are now processing 480 trillion monthly tokens, a nearly 50X increase in just one. Over 7 million developers are now building with the Gemini API, a 5x growth since last I.O., and our enterprise […]
Invest
By falling significantly short of its intended savings goals, the DOGE program underscores the substantial challenges that hinder efforts to reduce federal spending and cut the deficit. Furthermore, its failure suggests that a more expedient way to reduce the deficit might be to increase federal revenue. Thus, we pose the simple hypothetical question: What if […]
Daily Market Commentary
The following commentary is from Redfin “There are 34% more sellers in the market than buyers. At no other point in records dating back to 2013 have sellers outnumbered buyers this much. In other words, it’s a buyer’s market. Redfin expects home prices to drop 1% by the end of the year as a result. […]
Invest
Digital Money was the title of TBAC’s April 30, 2025, presentation to the U.S. Treasury Department, and an important topic worth discussing. TBAC, short for the Treasury Borrowing Advisory Committee, is comprised of senior investment professionals from the largest banks, brokers, hedge funds, and insurance companies. Most often, the committee informs the Treasury staff on […]
Retire
For many Americans, accumulating $2 million in retirement savings is a significant milestone. However, the longevity of these savings can vary greatly depending on the state in which you choose to retire. Factors such as cost of living, taxes, healthcare expenses, and lifestyle choices all play a role in determining how far your retirement funds […]
Daily Market Commentary
An old Wall Street adage advises investors to sell in May and go away. Given that we have just turned the calendar to June, it’s worth assessing whether selling stocks and holding cash for the next seven months makes sense. The graph and data below are based on two trading strategies, both starting in January […]
Daily Market Commentary
On Wednesday afternoon, the judges from the US Court of International Trade struck down some of President Trump’s tariffs. Notably, the judge’s actions included an injunction on the “Liberation Day” tariffs and specific tariffs targeting China, Mexico, and Canada. The court’s three judges found that Trump exceeded his authority under the International Emergency Economic Powers […]
Invest
On January 8, 2025, we answered many of your questions with an article entitled Why Are Bond Yields Rising? Since then, bond yields initially fell but have recently risen back to early January levels. Unsurprisingly, our email boxes are again filled with the same questions we got in early January. This article presents a different […]