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April 20, 2023

Markets were volatile in the first quarter, battered by interest rates, recession fears, and bank failures, but mounted a powerful comeback in March. Let’s look at what happened and what’s ahead.

April 10, 2023

When was the last time you cleaned your home? Many of us do some form of spring cleaning in our homes regularly.

But what about our financial “homes”? Let’s find out by checking out some simple and painless financial spring cleaning tips.

January 27, 2023

The mega-backdoor Roth is one of the best employee benefits available for high-earning tech professionals planning their financial future. Learn more about how to use the mega-backdoor Roth to save more tax-efficiently and minimize taxes down the road in retirement.

January 17, 2023

Inflation, interest rates, and recession fears all played a role in markets having a rough 2022. Let’s take a look at how markets performed last year and what we might see in the first months of 2023.

November 7, 2022

Whether we are in a recession today, tomorrow, or whenever, it’s going to be more challenging to make money moves when your judgment’s clouded by recession anxiety. What can we do to set our recession fears aside, make confident decisions, and weather the slowdowns better?