Articles

The S&P 500 saw an intraday bear market today, dipping over 20% down from a prior high and then correcting back before the day’s close.

One obscure way we bring value to clients is how we bill them.

We think holding your next seven years of spending in relatively safe bonds is always a good idea. But holding too much in bonds may not keep up with inflation and is not ideal for your long-term investment strategy.

While you may think that the account owner needs to stay the same, you can easily change the account owner.

If you receive Social Security benefits, the portion of those benefits which will be taxable depends on your income. The taxable portion can be anywhere from 0% to a maximum of 85% of your benefits.

You learn a lot by the discipline of reading old news.

Regardless of what you do with the money earned, continuing to work is a worthwhile journey.

In this podcast, we discuss why spending is the core of your financial plan, how to align your spending with your goals, and how to use Core Values Budgeting to identify budgeting changes.

Equating an entire school system into an economic game is one way which has worked for Keys.

Bitcoin satisfies some of the characteristics of a currency, but there are at least seven areas of concern.

We continued to hire her for several of the same tasks as last year, but also added a few new ones.

Whenever the IRS challenges you, the burden of producing evidence that your claims are true rests entirely with you.

Singapore is approximately 37.6% in the Financial sector and has yet to increase its domestic interest rates.

This quarter, we saw that in 1-year returns ending March 31, 2022, Developed Freedom Investing had a +1.44% advantage, Emerging Market Freedom Investing had a +2.07% advantage, and Overall Freedom Investing had a +1.28% advantage.

We are constantly reviewing our portfolios’ asset allocations in order to bring them more in line with our Investment Committee’s best practices. Here is a summary of our recent changes.