Friday, May 27, 2022
The last decade-and-change has been an incredible run-up of the equities markets. From the bottom of the global financial crisis in 2009 to the end of 2021, we saw the longest bull run that the stock markets have ever seen. Even...
Read MoreClimate action is front and center for both the Biden administration and many of the world’s largest companies. Read my latest Markets in a Minute for a look at the opportunities and obstacles in the race to a clean-energy future and...
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Thursday, February 18, 2021
Last year was one for the history books. It was nothing short of eventful, and left many people confused about all of the changes that took place. A pandemic swept across our nation, leading to a quarantine that tested and shook our...
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Thursday, February 11, 2021
We put together a list of the top mistakes federal employees made about their retirement last year, including FERS, taxes, TSP, and more.
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Friday, January 29, 2021
Are we headed into a recession? Are we headed into a recession? I get this question all the time, maybe 10 times a week. Unemployment numbers a few weeks ago was the highest since the beginning of the pandemic1, the virus is still...
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Tuesday, October 6, 2020
As many have heard by now, various news sources released a look at information contained within President Trump’s tax returns. Let’s pause for a second. Yes, even after the very first sentence. I’m putting all...
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Monday, June 8, 2020
The value of age is experience, whether we like it or not. I remember being in downtown DC the weekend following the ’68 riots. The city eerily still, store windows duct taped or boarded. The frightening sight of tanks and...
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Thursday, May 14, 2020
Divorce is a complicated process and the devil is in the details. The process of deciding how to split two peoples’ lives can be daunting, and often there are different views of what’s “fair”. Being a federal...
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Wednesday, May 6, 2020
Whatever it takes Within our mandate, the Fed is ready to do whatever it takes to support the economy. Believe me, it will be enough. Wait, did Fed Chief Jerome Powell really say that? No, he didn’t, but the Fed’s actions...
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Monday, March 16, 2020
Historical View of Pandemics As you have already heard, Coronavirus has become an international issue that is sweeping the globe. Many countries have issued boarder restrictions and cancellations of public events. Companies have shut...
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Friday, March 6, 2020
Taxes are already a relatively complex thing to have to deal with. Fortunately for us, there are a lot of really great programs out there that can help make it easier if you have a relatively simple tax circumstance. If you or your...
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Friday, March 6, 2020
investments roth vs normal RMDs and how they work tax planning
Read MoreThe Week on Wall StreetStocks fell sharply last week as Wall Street considered how the coronavirus outbreak might influence global business activity and household spending.The selloff became a correction for the U.S. markets. The S&P...
Read MoreThe Week on Wall StreetTraders paid close attention to coronavirus developments and earnings last week, while wondering how the former might eventually impact the latter. Concern over updated infection numbers moderated risk appetite.A...
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Thursday, February 20, 2020
TSP allocations - limits options, secret investment society TSP distributions in retirement. Major challenge, you can’t pick which fund money comes out of. If you liquidate, it does so proportionally. This means if market is...
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Friday, January 17, 2020
Feds and OPM As a current or former government employee, you’re a part of the largest employer in the world. You may have worked in many different capacities and continued to be a member of the Senior Executive Service (SES) or...
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