People who do not know how to locate the greatest 401(k) investments do not maximize the benefits of their retirement plan.

A recession is the most terrifying beast in the ordinary investor's closet of fears. It's easy to see why. Recessions are feared because they can result in reduced housing prices, decreased stock prices, and unemployment.

Bonds may appear to be dull, but they are not. They are also not a wonderful shelter for wealthy, retired people who never wish to lose money.

In this video, I delve into crucial topics impacting our current economic landscape, including the possibility of a recession, the dynamics of inflation, and the measures the government is taking to navigate this challenging financial environment.

Managing taxes in retirement can be difficult. Income and tax bracket changes may cause your tax situation to differ from that during your working years. Required retirement account withdrawals, as well as income from other sources, can all have an impact on your tax liability. 

The price-to-earnings ratio, or P/E ratio, is a tool investors use to assess whether a stock is priced appropriately. Here's how it functions.

Before April ends, I'd like to give you a recap of what's happening with the markets and what we should expect. I also want to review how we are positioning your investments against the inflation we're facing.

Certificates of deposit, or CDs, range from time-deposit savings certificates, accessible in small denominations at banks, savings and loan associations, and credit unions, to negotiable certificates, which require minimum deposits of $100,000 or more. 

As we're hitting the middle of the month, I'd like to give you a recap of what's happening with the markets and what we should expect. But most importantly, I want to tell you why I think, fundamentally, the stock market is broken. I'm seeing a lot of flaws in its current state, and I want to tell you how we're positioning your investments against this event.

Suppose you consider taxes an essential element in your investment selections (and you should). In that case, you may be aware that numerous significant but temporary tax incentives will expire at the end of 2025.