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Tax Changes/Sunsets coming in 2025
Tax changes scheduled to go into effect at the end of 2025, and how they may impact you.

Wayne Jordan
Apr 16, 2024
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2024 Eclipse...where was the market during the last eclipse?
Hopefully on Monday you got outside to get a good look at the eclipse no matter where you were (with glasses on of course). Events like...

Wayne Jordan
Apr 10, 2024
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Last Minute Tax Savings Ideas
Tax deadline day is approaching and with that I wanted to share some tax-saving strategies. These are all common actions we take to...

Wayne Jordan
Apr 1, 2024
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Record Highs
The stock market has hit record highs a couple of times so far in 2024. This causes different reactions to investors. Some rejoice in the...

Molly Jordan
Feb 6, 2024
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Dimensional Fund Advisors webcast: "Riding the Wave"
Federal Debt, Election 2024, Inflation, The Super Bowl, supply chain disruptions. How to put these events into perspective, courtesy of...
Michael Dayoub
Feb 1, 2024
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FAFSA delays
First-year college parents aren't being given much time to decide between schools this year.
Michael Dayoub
Jan 31, 2024
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Don't miss the last double: the Rule of 72
In the world of investing there's a nifty rule that simplifies the complex concept of compound interest – the Rule of 72. This rule...

Wayne Jordan
Jan 25, 2024
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Phone bill bragging: $26.50/month
Clark Howard exhorted me to buy my phone directly and use a prepaid plan. Much cheaper than buying a "free" cell phone from the phone...
Michael Dayoub
Jan 22, 2024
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How to get out of a timeshare?
This post from Clark Howard has some good ideas for how to get out of a timeshare -- along with his I-told-you-so Never Buy A Timeshare! ...
Michael Dayoub
Jan 17, 2024
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Are Leveraged Funds Worth It?
What are leveraged funds and are they the right choice for investors

Wayne Jordan
Jan 11, 2024
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FEMA flood insurance revamped pricing completed in 2023
In April of 2023, the National Flood Insurance Program completed its revamping of pricing for flood insurance. Premiums for all...
Michael Dayoub
Jan 10, 2024
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Hey ChatGPT, what's a good investment that could profit from dramatic climate change?
I wondered what Bing AI (Chat GPT, from Microsoft) would tell me if I wanted to shape my investments to profit from a rapid acceleration...
Michael Dayoub
Jan 4, 2024
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Lessons from Last Year
Last year was filled with unnerving headlines: inflation, rising interest rates, collapse of Silicon Valley Bank, geopolitical unrest in...

Molly Jordan
Jan 3, 2024
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The Market is a Test
The Stock Market can really put your patience to the test.

Wayne Jordan
Dec 22, 2023
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Bloomberg warns about 401(k) rollovers to annuities
Bloomberg headline: "Retirement Savers Are Getting Ripped Off" Synopsis: The year we retire might be the only time some investors ever...
Michael Dayoub
Dec 18, 2023
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Does high government debt impact stock returns?
It's no secret that our national debt is massive and growing larger. Of course this causes some concern among investors and many of our...

Wayne Jordan
Dec 13, 2023
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Don't be a Fair Weather Fan! (or Investor)
We all know one. Every sports fan hates the opposing fan who only roots or shows their pride when their team is doing well. Your...

Wayne Jordan
Dec 6, 2023
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FAFSA timetable, and help from AI !
In the past, college families could submit their FAFSA in October. For the upcoming school year (begins Fall 2024) the new FAFSA form...
Michael Dayoub
Nov 30, 2023
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Year End To-Do List
6 Simple things you should do before the end of the year.

Wayne Jordan
Nov 29, 2023
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