Featured Post
Market Commentary
Quarterly Insights: April 2024
The U.S. economy’s resilience to high interest rates continued in the first quarter of 2024. Despite widespread expectations for an economic downturn, 2023 ended on a high note, with 3.2% growth in th...
Read More
Sort By
Grow Wealth
Lessons Learned by a Patient Investor
I began my investment counseling career in 1979. The Dow Jones Industrial Average (DJIA) ranged between a low of 797 and a high of 897 that year (the ...
Read More
Manage Wealth
Making Withdrawals from IRA Accounts
The purpose of this article is to describe IRA withdrawals for a typical retiree. It is not meant to be a comprehensive review of the subject, or to o...
Read More
Manage Wealth
Saving for College
Parents today are faced with the long-term challenge of funding their own retirement accounts and simultaneously saving for their children's college e...
Read More