By Matthew Gaude & Shawn McGuire Thinking about retirement should be exciting and stress-free. But unfortunately, a necessary evil in planning
October Market Update
“Explosive,” “shock,” and “relief” are some of the adjectives being used to describe the historically massive moves on Thursday as stocks
Don’t Ignore These Important Medicare Changes for 2023
By Matthew Gaude & Shawn McGuire If you’re eligible for Medicare, you’ve likely received a barrage of notifications about open enrollment.
Don’t Leave Money on the Table: Take Full Advantage of Your Employee Benefits Open Enrollment
By Matthew Gaude & Shawn McGuire This year has been challenging for many. With record levels of inflation and extreme market volatility, it
Q4 2022 Market Update
If you feel like you have been through 12 rounds with Mike Tyson, we completely understand. That’s because Federal Reserve Chairman Jay Powell just
Why the UK Budget Drama Matters (Hint: Spiking Yields)
Last week, the headwinds on global stocks and bonds grew stronger thanks to ill-timed and ill-conceived government policy from the UK. The new Truss
Midterm Elections
Midterm elections are right around the corner, as this week marked 5 weeks from the always important election. Although this year investors have been
What Does the New Student Loan Forgiveness Program Mean for You?
By Matthew Gaude & Shawn McGuire Like our previous article on the Inflation Reduction Act, this article will cover the latest updates on
Reassessing Retirement: How Will You Fill Your Time?
By Matthew Gaude & Shawn McGuire Retirement. It’s a word that conjures different images for different people. It can mean taking it easy and