by Steve Wachs, CFP® The paragraph below is a first quarter update that we recently received from JP Morgan. It does a good job of providing facts about recent returns in different asset classes ...

By Matt Quinn, CFA® March 2022 “In your life expect some trouble. When you worry you make it double. But don’t worry, be happy, be happy now.” For your second quiz of the year, did those lyrics ...

by Roger Shake, CFP®, RLP®, CeFT®                        February 2022 There’s good news and bad news for Social Security in 2022, plus some useful information. First, the good news. Social ...

By Steve Wachs, CFP® Here is your first quiz for the new year. What is the origin of the WIN button above? Your reward for answering the question correctly is you can stop reading this ...

by Steve Wachs, CFP® My wife and I have property in Northwest Arkansas which is beautiful this time of year. On one of the trails illuminated by the fall tree colors, we came across a sign ...