For those in or near retirement, there are important changes made by the SECURE 2.0 Act. Sharon and Jason discuss a few provisions that caught our attention. RMDs, Employer Match & Catch-Up contributions.

Learn how a company's market cap can be used to help evaluate stock investments. We start with definitions and then give a couple of examples.

History of the debt ceiling, consider what it means for markets moving forward, and we’ll review what impact a potential resolution or lack thereof could have.

A recording of our Quarterly Market Update webinar; we discuss markets, SECURE 2.0, Interest Rates, and more. The full-length and shortened recap video recordings are available here.

In the short-term, economic indicators like monthly unemployment numbers, CPI data, and quarterly earning results provide clues to the economy's health.

Investing can be a series of two steps forward and one step back. We explore past economic cycles by looking at unemployment, stock market performance, and average returns after a market decline.

Was a single choice made while on a leisurely walk in the woods so profound? We discuss long-term investing themes and think about a framework for making choices.

How the Federal Reserve (Fed) reacts to signals in the economy can give us insights and inform our investment outlook. We discuss deflationary and inflationary forces in the economy.