Mid-Year Review: Staying Focused as Markets Shift The first half of the year has given investors plenty to process; from banking turmoil to an increasingly inverted yield curve, to the debt ceiling debate. Inflation has continued to retreat from last year’s four-decade high, with a 12-month...

Market Returns through a Century of Recessions If we are in a recession, or about to enter one, the following analysis and chart might be helpful.  Recessions by their nature are determined with a “rear view mirror” analysis which means it’s over or mostly over by...

Are you surprised at the size of your retirement accounts? Have you projected what their balance will be when you turn seventy-two, the year you must begin withdrawals? Compound growth calculators available online or a financial calculator make this easy. The SEC (Securities & Exchange commission)...