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.

Planning ahead empowers us to face unafraid the [financial] plans that we've made. Also, Santa rallies and cyclical trends. (video)

Stock quote: “Invention, my dear friends, is 93% perspiration, 6% electricity, 4% evaporation, and 2% butterscotch ripple.” Well Balanced Vol. 25 is a round-up of topics helping you get today right.

5 Strategies for Giving. Your charitable giving means a lot to those who need it. At the same time, no one said giving can’t benefit you as well, so remember to take advantage of financial benefits like tax deductions.