Posts about

Market Commentary (20)

The Trap Of Thinking Too Much About Retirement Strategies — And How To Avoid It

February 16, 2021

Planning for retirement can involve a wide variety of strategies and considerations. While it is important to weigh your options to determine the..

Now More Than Ever, Charitable Giving Is A Smart Financial Move

February 9, 2021

Charitable giving has always been a great way to support the cause of your choice and lower your tax burden at the same time. But in the age of..

Why Short Squeezes and Reddit Shouldn't Distract Investors

February 4, 2021

by James Liu, CFA, Founder and Head of Research at Clearnomics (james@clearnomics.com; Copyright © 2021 Clearnomics, All rights reserved).

There Are 4 Types of Spenders In Retirement. Which One Are You?

February 2, 2021

Most retirement savers have a plan for how they are going to save their money, but they often forget about the other side of the coin: spending that..

The 6 Most Important Birthdays For Your Retirement

January 26, 2021

As you get older, you may find yourself getting less excited about your birthday, but there are still important milestones to look forward to...

A Guide to the Medicare Giveback Benefit

January 12, 2021

The Medicare giveback benefit is a premium reduction that allows qualifying seniors age 65 and older to receive up to $144 in additional Social..

The Pandemic Has Affected Retirement Planning. Here’s How to Get Back on Track

January 5, 2021

This year has been exceptionally difficult for retirement planning, as the COVID-19 pandemic has affected the markets and the economy. Many Americans..

Why It’s Never Too Early To Start Thinking About Estate Planning

December 29, 2020

Last month, former Zappos CEO Tony Hsieh died at the age of 46 as a result of injuries sustained in a house fire. After Hsieh’s death, it was..

Are You Mentally Prepared to Enjoy Your Retirement?

December 22, 2020

Saving for retirement is a long process that requires careful planning to reach your financial goals. But after decades spent preparing for..

The Number That Can Make or Break Your Retirement Plan

December 15, 2020

It takes considerable planning to make your ideal retirement a reality. Your retirement strategy depends on a number of different factors, including..

Wondering if there might be something more you and your money could do?

There are several different ways to connect with us. Chose whichever you are most comfortable with.

let’s talk