In the 4th quarter, we saw a commendable performance from both the stock and bond markets, with returns ranging from 8-12% for stocks and 5-6% for bonds. This was a strong finish to the year and a reflection of the resilience in the markets. 

In-depth discussion of several themes focused on markets and the economy. Topics include: Q4 Performance, the Magnificent 7, and Interest Rates. (Video & Podcast)

There are still plenty of birthdays over 50 that have significant financial importance. Keep in mind these upcoming birthdays and how they could impact your financial decisions.

Stock quote: “The beginning is the most important part of the work.” Well Balanced Vol. 26 is a round-up of topics helping you get today right.

As we approach the end of 2023, it's a fitting time to reflect on a few financial trends that have shaped the year. Our latest conversation provides insights into three core areas: interest rates, inflation, and stock market performance.

Recently, the IRS announced there will be some changes to the 2024 tax year that could impact your retirement savings. Here’s what you need to know.

Indicators, Fed-speak, and short-term sentiment trackers are helpful directionally and at times can play a part in asset allocation and planning. The much larger and more significant consideration is how you plan to spend your time and use your money.

The U.S. unemployment rate is 3.7%, a decrease from the previous month's 3.9%. This unexpected increase in employment is a double-edged sword, as it brings with it potential wage-price pressures.