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.