In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, we know it is important to take a step back and look at the big picture before acting on breaking news. But what if inflation does get out of hand, and stays that way for a …
Is Inflation Haunting Your Financial Dreams?
Part 1: What We Know Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, and what you can do about it as an investor. First and foremost, we caution against succumbing to …
Don’t Lose Your Refund!
The tax filing due date often brings a sigh of relief to most taxpayers. Unfortunately, every tax day also closes the window on the ability to claim a refund. According to the IRS, in 2017 up to 1.4 million individuals representing $1.35 billion in unclaimed refunds had this money turned over to the …
