The SECURE act passed with bipartisan support, and these changes were quickly implemented without much disagreement. It might seem preferable to let the dust settle for awhile before implementing even more changes, but there is already new legislation in the works from two members of Congress

Arrow has a positive outlook for economic and corporate earnings growth in 2021, with a continued low interest environment that favors equity over bonds.

I’m always struck by how the education system tends to ignore personal finance as a subject, since it’s something that everyone needs to deal with immediately in adulthood.

Financial Independence Retire Early (FIRE) is a movement dedicated to extreme savings and frugal lifestyle choices with the goal of retiring very early, as young as late 30’s or early 40’s.

An emergency fund provides the peace of mind to know that should something unexpected happen, such as losing your job, you can worry about how to deal with the emergency itself and not worry about your finances.

Private equity funds allow private investors to invest in privately held companies, many of which are struggling or looking for buyers to restructure or liquidate their assets.

One of the benefits of running a low-fee fiduciary investment and financial planning firm is that I’m comfortable explaining how other finance companies create confusion and charge massively overinflated fees.

Did you panic in March 2020 during the market drop? How did you react to the wild market swings?

The world looks very different halfway through 2020 then most would have imagined at the start of the year.

Over the past few months, the central bank has shown it will go to incredible lengths to stimulate the economy and stabilize the stock market. The result of those actions has allowed the stock market to retrace most of its post-coronavirus loss.

Why has the market recovered even while the economy has grown worse? The answer is that the stock market is not the economy.

One of the interesting things I’ve noticed during my chats with clients is how often folks approach their finances with no clear outline of where they are going. A good financial plan includes goals, savings, budgeting, taxes, and an investment plan for the future.