Brace for a bumpy ride. There were some unwelcome surprises in last week’s economic data that caused markets to reassess expectations for 2023. For example:

Planning for retirement is rife with big questions — not just how you want to spend your golden years, but where? For some, retirement offers

When constructing a portfolio, it’s critical to understand three important factors: your goals, your time horizon, and your risk tolerance. Of those three, risk tolerance

This time may be different…or it may not be. There has been a lot of speculation about how the Federal Reserve’s policies will affect the

What do Samuel Clemens (a.k.a. Mark Twain) and the current economic expansion have in common? Author and humorist Twain was prematurely reported to be dead.

The vicious cycle of inflation. Last week, we learned that pay increases at central banks in many parts of the world won’t keep pace with

“It’s hard to be a contrarian for very long these days because the consensus seems to change so quickly,” opined Ed Yardeni via LinkedIn last

Bullish or bearish? After last year’s geopolitical turmoil, economic malaise, and tumultuous stock market decline, many financial professionals – from investors to asset managers –

It’s being called the “Goldilocks” report. Last Friday, we learned that demand for workers in the United States remained strong in 2022. The unemployment rate

The charitable remainder trust (CRT) is a popular retirement- and estate-planning tool. It can be a convenient way to create a stream of lifetime income