We are talking about 529s today because the new SECURE 2.0 Act now allows these tax-advantaged accounts to convert to a Roth IRA. Chris Wagner, a wealth advisor at Vector, joins Jason to discuss.

Buying power is affected by the rate of inflation in an economy. As a result, a given amount of money will generally buy fewer goods and services in the future than it could have bought in the past.

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.