If you have been notified of a data breach, or are suspicious that your data could have been hacked, take these steps to navigate your situation and get you back on track.

Even in uncertain times in terms of interest rates, the debt ceiling, and volatile energy prices–we still saw stock prices broadly rise in 2023. Watch our quarterly check in on markets and the economy. (video)

The purpose of the Cost-of-Living Adjustment (COLA) is to ensure that the purchasing power of Social Security and (SSI) benefits is not eroded by inflation. Social Security payments to increase by 3.2 percent in 2024.

US Treasury interest rates have been rising in recent weeks. We discuss where the interest on treasury bonds comes from and what higher rates can mean for investors. 

Let's explore what a government "shut down" means and discuss how past shutdowns have affected financial markets. Don’t bet the house (of Congress) on this one. Article 

Stock quote: “To be is to do” - Socrates. “To do is to be” - Sartre. “Do Be Do Be Do” - Sinatra. Well Balanced Vol. 23 is a round-up of topics helping you get today right.

Monthly inflation reports are like mile markers on a long road trip. We discuss a recent CPI report and look back a few years for context. (video)

We focus on long-term investing through the lens of the ancient proverb: "The best time to plant a tree was 20 years ago. The second best time is now."