ChartTalk: The U.S. leads the world in production of oil and natural gas. And now, fully 30% of U.S. production is exported to other parts of the globe. See the infographic for details. The U.S. reached new records in terms of primary energy production and exports in 2024, according to new figures released by the U.S. Energy […]
The U.S. Now Exports 30% of the Energy It Produces Read More »
ChartTalk: It’s Econ 101. When you buy one thing, you’re giving up the opportunity to buy something else. Here we look at the opportunity cost of buying a daily cup of coffee—instead of investing that pocket change into high-flying stocks. How much would a daily latte take out of your wallet? What else are you giving
The Opportunity Cost of a Daily Starbucks Latte Read More »
The One Big Beautiful Bill Act introduced a new savings plan that can help build savings for children’s college and other expenses. But, how do the new Trump Accounts compare to existing 529 plans and Roth IRAs? Our expert outlines the details. President Donald Trump’s One Big Beautiful Bill Act (OBBBA) introduces a new savings vehicle for
Trump Accounts vs. 529 Plans and Roth IRAs: What’s Best for Your Child? Read More »
Less bad—that’s a simplified though admittedly rough way to describe the trade and tariff landscape and its broader impact on stocks. This sharp rise in tariffs reflects a major shift in U.S. trade policy that’s aimed at addressing trade imbalances and encouraging domestic production. It may also have significant implications for inflation, supply chains, and
Tariff news is ‘less bad’ Read More »
The One Big Beautiful Bill Act (OBBBA) was signed into law on July 4 and encompasses hundreds of provisions, including permanent tax cuts, increased defense spending, Medicaid reforms, energy policy shifts, an increase in the debt ceiling, and enhanced immigration enforcement. Given the scope and complexity of the new law, our review will not be
Decoding the One Big Beautiful Bill Act: 13 Key Provisions Read More »
The One Big Beautiful Bill Act creates a new savings vehicle for families with children born before 2028. The new ‘Trump Accounts’ offer an opportunity for many families to save money for some of their children’s future expenses. But they also carry complications and should be considered carefully. The 2025 One Big Beautiful Bill Act (OBBA) introduced
What Are Trump Accounts and How Do They Work? Read More »
Did you know? Under Vermont’s new law, employers with five or more employees will soon be required by the state to facilitate retirement savings – even if they don’t offer a plan. It’s called Vermont Saves, and while it checks the compliance box, it comes with government-mandated limitations and zero flexibility. About the Rollout The Vermont
Vermont Saves; a New Small Business Retirement Plan Mandate Read More »
This comprehensive handy reference guide rounds up market returns and economic data as of June 30, 2025. Market performance includes data for a wide variety of asset classes, sectors, indexes, and more. The economic data includes interest rates, GDP, inflation, and labor statistics. If I had to choose a single word to characterize what single-handedly
2025 Markets: The First Half in Numbers Read More »
Check out our focused session on how to make the most of your Social Security benefits. Learn when and how to claim, how spousal and survivor benefits work, the impact of continued work and taxes, and strategies to potentially increase your lifetime payouts. Whether you’re nearing retirement or planning ahead, this webinar will provide practical
Unlocking Social Security: What You Don’t Know Could Cost You Read More »