Market Commentary & Blogs

This blog is about the 4% rule, including what it is and whether it's a good strategy for retirement income planning.

"The art of banking is always to balance the risk of a run with the reward of a profit…. A good banker safely and profitably treads the middle ground." Jim Grant

Getting stuck with an unexpected tax bill can be stressful and unsettling. Here are five ways to reduce your tax bill to a more manageable size.

January’s equity market rally was partially built on a rebound in the

During retirement, your wealth needs to last for the rest of your life. Avoid paying more taxes than you need to by keeping these 4 tips in mind throughout the year.

"The Fed will watch the data to determine the path of rate rises… Maybe services