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The Most Important Chart in the World

With the recent equity weakness, it is important to remember that pullbacks are normal, even in the strongest bull markets. The S&P 500 Index recently pulled back 5.2%, the first 5% pullback in nearly [...]

SECURE Act 2.0 and Your Retirement

In late 2019, the president signed the SECURE (Setting Every Community Up for Retirement Enhancement) Act into law. Required minimum distributions (RMDs) for employer-sponsored plans and IRA accounts were raised from 70 ½ years [...]

Saving for College – 529 Plans

We all want what is best for our children. At an early age, we teach them to eat the right foods, we place them in the best preschools, we encourage them in grade school [...]

10 Tips for Teaching Kids About Money

  Kids learn the basics in school – reading, writing and arithmetic. But schools avoid almost any instruction about money. If they do offer a class, it may be an elective in high school, [...]

Records Are Made To Be Broken

I hope you and your loved ones all had a safe and enjoyable 4th of July this week. We've all heard it said: "Records are made to be broken." We celebrate record-breaking winning streaks [...]

America, The Beautiful

It's common practice for the president or CEO of a company to include a letter to shareholders in the annual report. Berkshire Hathaway's chairman and CEO, Warren Buffett, doesn't buck the trend. His annual [...]

Defining A Recession

Henry Wadsworth Longfellow's poem "The Midnight Ride of Paul Revere" retells the story of a patriot who shouts a harrowing warning to his fellow colonists, "A recession is coming! A recession is coming!" Well, [...]

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