The prices of goods and services are going up, but stocks are on sale. Read more »
Grandparent-owned 529 plans will no longer hurt federal student aid eligibility
Starting with the 2024-2025 school year, grandparents are off the FAFSA grid. Read more »
During times of fear…
when panic gets the best of investors, rare opportunities can arise. This chart speaks for itself. Read more »
Markets are down. Accounts are down. We’ve seen this movie before…
April 2022 will go down as the NASDAQ’s worst month since 2008. History doesn’t repeat itself scene-for-scene like a movie, but it does rhyme. Read more »
Inflation Stinks. I-Bonds are a Silver Lining.
I-Bond yields are expected to rise above 9% in May 2022. Read more »
Successful Investing = History + Discipline
The events of this market are not extraordinary in the slightest. Read more »
On Today’s Events in Eastern Europe
This one is a bit personal. Read more »
2022 Annual Client Letter
New year, same volatility fatigue. It’s time for another Lifeboat Drill. Read more »
2021 Mid-Year Client Letter
Thoughts on the economy and the markets over the past six months from John Bodnar, CFP. Read more »
The Biggest Risk to Your Investments in 2020 is…
Volatility is not the biggest risk to your investment portfolio. Neither is politics. Read more »