All Commentary Video Article Podcast Whitepaper

Insights

Private Credit Markets – A Growing Force

May 6, 2024
In the 1980s Michael Milken and Drexel Burnham effectively created a new debt market: the “high-yield” market was born....
Read >

An April Air Pocket – No Fun, But Normal and Perhaps Even Healthy

May 6, 2024
“ Some things are believed because they are demonstrably true. But many other things are believed simply because they...
Read >

Executive Compensation: How to Get the Best Package for You

May 2, 2024
Are you being paid what you’re worth? If you’re a top executive, it might not be easy to tell....
Read >

Should You Take Social Security Early and Invest Your Checks?

May 2, 2024
What’s the best way to maximize your Social Security benefit? While the answer may vary based on your needs,...
Read >

Estate Planning in a Digital World

May 2, 2024
When you meet with an estate planning attorney, you may be focused on creating or updating traditional documents like...
Read >
Cash Balance Plans Explained

Cash Balance Plans Explained

May 2, 2024
Cash balance plans are often misunderstood but can be a win-win for tax savings and retirement planning. On this...
Tune In >
How Parents Can Teach Teens About Investing

How Parents Can Teach Teens About Investing

April 18, 2024
Want to teach your child about investing? It can be difficult to know where to start and even how...
Tune In >
Managing Health Care Costs in Retirement

Managing Health Care Costs in Retirement

April 12, 2024
It’s no secret that as people age, it becomes increasingly difficult to stay healthy. Not only is health care...
Read >
Discover the HSA Triple Tax Savings Advantage

Discover the HSA Triple Tax Savings Advantage

April 6, 2024
Health care costs can take a bite out of your retirement savings, with costs running as high as $315,000...
Read >

From Santa to the Easter Bunny: Rally Momentum or Melt-Up Zone Ahead?

April 4, 2024
Read time: 14 minutes “Sell in May and Go Away.” — An old investment adage with roots...
Read >

The Big Picture Final Chapter: Worker Productivity

April 4, 2024
Read time: 9 minutes Over the last year, I have written about my longer-term vision of economic and...
Read >

Managing the Hidden Risk to Your Retirement Savings

April 4, 2024
Read time: 6 minutes Retirement savings are usually built slowly and patiently. But retiring at the wrong time...
Read >

Podcasts

Your Life Simplified

We can help you take the complex and make it simple. Our podcast hosts Mike and Valerie share need-to-know insights about finances and wealth.

LATEST EPISODES

Meet Our Hosts

Check Out Our Live Webinars

We cover the economy, markets, taxes and more. Hear our views on timely topics.

Get Details

Sign Up For Our Newsletter

Subscribe to our e-newsletter for updates on market and economic trends, insights, helpful lifestyle tips and educational articles.

Contact Us