Resources and Stories for Real People

Many years ago, a financial adviser told me about a couple, prospective clients, who said, “Before you start planning for us, you should know that we have a disabled son. We need to plan for him first so he is supported even when we’re gone.” I often note that the

The possibility of the most recent yield curve inversion started to attract attention in early 2022. Short-term U.S. Treasury yields had been rising much faster than longterm yields, nearly overtaking them.

The S&P 500® Index rose 0.49% on February 19, 2020, pushing the index to a new all-time high. This was its highest level for nearly six months as the effects of COVID-19 soon made a dramatic impact on market prices and our daily lives. By mid-March, the World Health Organization

Is home really where the heart is, or in today’s financial climate, has the adage evolved to “home is where your low mortgage rate from three years ago is?” Anecdotally, in conversations with financial advisors, I’ve heard the same story several times: Clients feel stuck in their homes because they

The Federal Reserve (Fed) is on a mission. And by many accounts, that mission is going well. After inflation rose throughout 2021, the Fed began raising the federal funds rate from near zero in early 2022. By July 2023, the central bank had taken the fed funds target range to

At the end of 2022, “The Magnificent Seven” was no more than the title of a 1960 American Western starring Yul Brynner and Steve McQueen. By the end of 2023, however, the “Magnificent Seven” turned into the name of a group of seven stocks that contributed more than two-thirds of