Weekly News & Analysis: Sept 30, 2024
NEWS What Happened This Week Annual US inflation has fallen to 2.5%, as measured by last quarter’s headline Personal Consumption Expenditures (PCE) index. From August to…
Author: Daniel
Sharpe Ratio
FINANCIAL TOOL Sharpe Ratio This equation attempts to measure risk-adjusted performance for an investment. Basically, how many units of return have been achieved for each unit of…
Should I Delay Taking Social Security Benefits?
If you’ve ever worked for an employer, then you’ve paid 6.2% of your paycheck toward Social Security. In fact, you’ve paid twice that if you’ve…
Will Social Security Be Available for Gen Z?
An estimated 45% of Americans aren’t confident that Social Security will be there for them in retirement, according to a 2023 study by Northwestern Mutual.…
Consider These 9 Designations When Choosing A Financial Advisor
Ever wondered about those letters that follow a financial advisor’s name? These credentials and designations are one way to quantify their education and expertise. Let’s…
Embrace 8 Habits to Avoid Spoiling Your Kids
We’ve toiled and sacrificed, encountered failures and successes, and now we’re beginning to reap the rewards of all our hard work. And now we have…