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MONEY notes

Think Before You Withdraw

Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a difficult economic situation marked by persistently high inflation and rising interest rates.  More recently, corporations have begun to announce...

Quarterly Economic Review 4th Quarter 2022

Looking back; Looking ahead Will the road to recovery run through recession? Unfortunately, U.S. equity markets did not end 2022 on a high note with their usual “Santa Claus rally.” Rather, the latter part of December and even the first trading days of 2023 were...

Politics and Portfolios

Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political and economic forecasts, which are an expensive distraction for many businessmen and investors…we will neither try to predict these nor to...

Year End Smart Money Financial Tips

As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...

MONEY notes

Think Before You Withdraw

Tapping into retirement savings should be a last resort For more than a year now, the U.S. economy has found itself in a difficult economic situation marked by persistently high inflation and rising interest rates.  More recently, corporations have begun to announce...

Quarterly Economic Review 4th Quarter 2022

Looking back; Looking ahead Will the road to recovery run through recession? Unfortunately, U.S. equity markets did not end 2022 on a high note with their usual “Santa Claus rally.” Rather, the latter part of December and even the first trading days of 2023 were...

Politics and Portfolios

Many years ago, in a Berkshire Hathaway shareholder letter, Warren Buffett famously wrote “We will continue to ignore political and economic forecasts, which are an expensive distraction for many businessmen and investors…we will neither try to predict these nor to...

Year End Smart Money Financial Tips

As the end of the year approaches, there are a number of items you may need or want to accomplish before 2023 begins. This year-end checklist is divided into two basic categories: items you must do before year-end (if they apply to you) and items you should consider...