A recent financial literacy study from Investopedia shows Generation X (or Gen X) is invested in—and concerned about—retirement. Currently between 44 and 59 years old in 2024, Gen Xers recognize that it’s time to get serious about retirement savings. The study showed the top 3 worries for Gen Xers are retirement (21%), followed by [Read More]
Macroeconomic Environment While it may feel like we are in a “higher forever” world with respect to stock prices or interest rates, we know this scenario is implausible, if not impossible. Amid a backdrop of low volatility mixed with investor enthusiasm (especially around anything to do with artificial intelligence) and better-than-expected economic news, the [Read More]
If you think your tax bill is too high, you’re not alone. Two-thirds of Americans feel like they spend too much on federal taxes—and that’s before tacking on property or state taxes. What if you could avoid some of the pains of tax season? From tax-deferred investing to charitable deductions and income deferrals, Americans [Read More]
The so-called “sandwich generation” is squished between their aging parents and adult children, like a piece of lettuce. That’s how some are now referring to Gen Xers (born roughly between 1965 and 1980). Between work demands, running a home, and responsibilities to both your parents and your children, midlife is often a time of [Read More]
Macroeconomic Environment The most widely predicted recession in recent history did not materialize in 2023. In late 2022, 85% of economists polled by the Financial Times predicted a recession in 2023. Consumers were also gloomy, affected by post-pandemic blues and worries over rising inflation, especially gas and food prices, and stagnating wages. In 1Q23, [Read More]
News vs. noise Stock and bond markets came out better than expected in 2023 despite rate hikes, wars and collapsed banks, the chance of recession is dropping but still exists, markets may be more tepid in 2024, bonds got a boost at the end of the year. That and more in this quarter’s Quarterly [Read More]
Endowment fiduciaries are amazing people, sharing their time, and often financial resources, for the benefit of a larger goal for their communities. Many endowment committees of funds under $100 million, and especially under $50 million, however, are not fully optimizing their outcomes. This can be due to gaps in their fiduciary, spending policy or [Read More]
Are you one of the many accomplished solo women out there, thriving and conquering life on your own terms? Navigating the financial landscape on your own can feel daunting, but with a tailored approach, it also leads to exciting opportunities. “Solo” may include women with or without children, widows, divorcees, and women who’ve never [Read More]
As the Federal Reserve hikes interest rates ten times to a notable 5.25% in just over a year, holding cash is generating a lot of buzz. Many view cash as the safe haven, especially when money market funds and similar instruments offer returns over 5% annually with minimal volatility. While these returns are enticing, [Read More]
News vs. noise Fed rate hikes were expected but now paused, markets have been bumpy, a bond boost is on the horizon when rates drop, some say the chance of a recession is going down, and too many people still use low-rate cash vehicles. That and more in this quarter’s Quarterly Context webinar …Watch [Read More]
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