Small & Mid Cap Stocks: A 30-Year Perspective
A striking chart sourced from Bloomberg monthly data via First Trust reveals a clear...
Author Archives: Joseph
A Tale of Two Eras
From the early 2000s through roughly 2010, the story was one of U.S. underperformance....
Financial Considerations of Moving to a New State in Retirement
Retirement often brings the opportunity to relocate, whether for warmer weather, proximity to family,...
Protecting Yourself from Phishing Scams: Best Practices to Stay Safe Online and Over the Phone
In today’s digital age, phishing scams have become one of the most common and...
Medicare Advantage vs Original Medicare: The Pros and Cons
As Americans turn 65, the decision between Original Medicare and Medicare Advantage (MA) becomes...
US Household Debt: The Balance Sheet of The American Family
In an economy where headlines often scream about “record-high debt,” it’s easy to picture...
The Affordability of Homeownership: Then vs Now
In the early 1980s, the American Dream of homeownership felt tantalizingly close for many,...
Quantitative Easing & The Fed Balance Sheet
In the intricate world of central banking, few tools wield as much influence over...
A Guide to Qualified Charitable Distributions (QCDs) from Your IRA
In an era of rising required minimum distributions (RMDs) and complex tax rules, savvy...
Understanding the National Debt: How Concerned Should You Be?
In an era of ballooning national debts, where headlines scream about the U.S. owing...