Monthly Archives: January 2017

Retirement Contribution Limits Unchanged

In case you missed it, the contribution limits to your 401(k) plan, IRA and Roth IRA—set by the government each year based on the inflation rate—will not go up in 2017.  Just like this year, you will be able to defer up to $18,000 of your paycheck to your 401(k), and individuals over age 50 [...]

Retirement Contribution Limits Unchanged2017-01-25T03:17:44+00:00

Balancing Traits

Are you ready to achieve work-life balance?  The American Sociological Review has published a study showing that most of us struggle—which is a fancy word for “fail”—in this important endeavor.  But there’s hope.  The study also found that the minority of people who HAVE managed to achieve some form of the work/life Holy Grail are [...]

Balancing Traits2017-01-25T03:19:10+00:00

President Trump’s Unlikely Victory

With the election of President Donald Trump, you are advised to prepare for a wild ride in the investment markets; indeed, the markets are already turning sharply negative due to the uncertainties ahead.  Will the new President really build an expensive wall across our Southern border?  Will he introduce legislation that will nullify the Affordable [...]

President Trump’s Unlikely Victory2017-01-25T03:22:59+00:00

No Leverage = Higher Costs

We hear all the time that medical costs are too high in the U.S., and that Medicare is going to go bankrupt in the future.  The President-Elect recently told us in a press conference that drug companies are “getting away with murder.”  So how high are drug prices, and are those prices contributing at all [...]

No Leverage = Higher Costs2017-01-25T03:23:59+00:00

2016 Year End Report

You know you’re deep into a longstanding bull market when you see things like average pedestrians keeping one eye on the market tickers outside of brokerage houses to see when the Dow Jones Industrial Average has finally breached the 20,000 mark.  Who would have imagined record market highs at this point last year, when the [...]

2016 Year End Report2017-01-25T03:26:18+00:00