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Business
The Santa Claus Rally Phenomenon And Its Origins
The Santa Claus Rally refers to a historically observed stock market phenomenon where U.S. equity markets tend to perform well during the…
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Business
The 4% Rule: Clearing Up Misconceptions With Its Creator Bill Bengen
I had the pleasure of speaking with Bill Bengen, creator of the “4% Rule” for retirement planning. Bill has been…
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Business
Uncover Your True Investment Risk Profile: It
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another…
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Business
The Power Of Losing: How Setbacks Can Lead To Success
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting…
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Business
2025 401(k) Contribution Limits: Bigger Savings, Better Retirement
The 401(k) contribution limit for employees in 2025 has increased to $23,500, up from $23,000 in 2024. The employer contribution…
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Business
Financial Planning Through Changing Presidencies: My Journey
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new…
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Business
Four Years Later, You
Every time a political candidate asks if you’re better off than four years ago, I can’t help but sigh. The…
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Business
2025 Tax Brackets: New Ideal Incomes For Workers And Retirees
The IRS has announced new income limits for its seven tax brackets for 2025, with income thresholds increased by about…
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Business
The Surprising Benefits Of Donating To Your Kid
Out of all the things you could donate your hard-earned money to, giving to your child’s school might not be…
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Business
Apply Stop Losses To Protect Your Wealth And Quality Of Life
As an investor, it’s essential to understand that risk assets come with no guaranteed returns. Setting and following a stop…
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