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Windfall Imaginings
Have you ever thought about what you would do if a windfall dropped in your lap? It’s not that unusual. After all: The U.S. is experiencing the greatest wealth transfer in history. Nearly $68 trillion, mostly held by baby boomers, will be transferred to heirs in the...
Omicron and the Market Grinch
Have you ever received a gift you didn’t actually want? Well, investors got just such a gift recently – the kind nobody wants. I’m not talking about an ugly sweater or a pair of socks. I’m referring to a new bout of market volatility, just in time for the holidays....
Putting Inflation Expectations in Perspective
Historically, inflation has been highly correlated with unemployment levels. When more people were out of a job, inflation was lower. As more people got jobs, inflation increased. From an economic point of view, this makes sense. Jobs increase income, which increases...
Social Security and How to Maximize it
Take No Social Security payments Until You’ve Learned How to Maximize Them One of the biggest mistakes people can make when planning for retirement is failing to maximize their Social Security benefits. Why is this a mistake? After all, you may have heard that Social...
