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Skyrocketing Student Loans

While some are worried about the rapidly growing U.S.

We’re Never Too Busy To Help Someone You Care About

By Harlan Storey​

Work History

When you hear that the workplace of the future is going to dramatically change (due to automation and artificial intelligence), do you ever wonder how the jobs picture has changed over the past 165 years? 

The Closing Donut Hole

If you haven’t been really, really sick in the last few years, you may not have ever heard of the “donut hole” in Medicare Part D prescription drug plans.  This is the common name in the medical field for a quirky coverage gap where, if you incurred $3,750 worth of drug costs in any given year, you would suddenly be paying for a significant portion of your drug expenses o

The Two Faces of Volatility

Buried in a recent report by Fidelity Investments was some remarkable news.  Last summer, the mutual fund and retirement plan provider noted that there were more than a million people with more than $1 million in their 401(k) accounts.  Then December hit, wiping out almost 20% of the value of the S&P 500 index, with many overseas markets suffering larger losses.  The result:

How To Prepare For Tax Season

By Harlan Storey​

The Perfect Pundit Interview

Chances are, you’ve already heard or read endless predictions about… everything.  The direction of interest rates.  Market returns and whether the markets will go down or up.  When the next recession will hit.  The movements of the cryptocurrency markets.

Believe At Your Own Risk

We’ve entered that exciting time of year when all sorts of market predictions are made by people who are mostly claiming that they knew the future and have accurately predicted it over a great track record.  If you’re smart, you’ll turn off the TV or move on to the next article.

Shutdown Economics

A full month into a historic government shutdown, after 800,000 government workers have missed their second paycheck, two things are clear: 1) Economists and political pundits had no expectation that the impasse would last this long; and 2) the impact on the U.S. economy cannot be calculated with precision.

Jump-Start Your Financial Plan For 2019!

By Harlan Storey

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