Blog
AI & You in 2027
Keeping up with the pace of change in the AI world seems overwhelming at times. Almost daily, companies give glimpses into their internal struggles in managing the pace of change driven by AI. In late August, a Goldman Sachs partner...
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An Empty Nest Can Come With a Budget Shift
For years, the assumption was simple: once the kids move out, extra money follows. Groceries drop. Utilities shrink. The car logs fewer miles. But what happens next rarely matches what people expect. The Categories That Shrink First...
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The “E” in P/E Ratio Has Changed in 2026
In the simplest of terms, stock prices are driven by two forces: Earnings The price that investors are willing to pay for those earnings And this year, estimates for the “E” in P/E ratio are trending up. As you can see in the chart,...
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August Can Be a Month of Surprises
August is the month when many families take their final summer vacation. It's also when back-to-school preparations start and football season comes into focus. But August has a more unsettling side for investors. It's historically...
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How Does a Trump Account Work?
Although the IRS started accepting tax returns on January 26, 2026, some “soon-to-be” filers may have lingering questions about how to identify the new Trump accounts on their federal tax return. Here’s a recap of what’s known about...
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January Financial Detox: Recovering from Holiday Spending
The holidays are here and gone, and with them, it must be said, a considerable amount of money. Not all of it is money that folks intended to spend. One survey found that 62 percent of Americans admitted that if a holiday deal is good...
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What Happens When the Fed Adjusts Rates?
Hardly a day goes by that someone doesn’t say to me, “I’m putting off a decision until the Fed changes interest rates.” But I’m quick to remind people that the “rate dominoes” don’t always fall as you may expect. Here’s what could...
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Who Is Using Artificial Intelligence?
If I told you young people are the fastest adopters of AI, would you be surprised? Unlikely. But, if I told you the biggest percentage increase of AI users in the past year was people 65+, you might give me a double-take! Today’s...
Read MoreDrama Unfolding On, "As the Fed Turns"
My new favorite daytime financial drama is called, “As the Fed Turns,” starring Jerome Powell with his Fed members as the supporting cast. In a recent episode, Fed Chair Powell made it clear he’s taking a wait-and-see approach to...
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