2024 financial data that all savers should know, including tax deadlines, tax brackets, exclusions, deductions, premiums, contribution limits, and more. Read more »
2024 Annual Client Letter
Significant uncertainties abound and a partisan election looms. Here are some of our market musings as 2024 begins. Read more »
Join our next webinar: Fifty years, three bear markets
Learn how bear markets play a critical role in successful investing. Read more »
Supreme Court Blocks Student Loan Cancellation
It’s a wake-up call for anyone who feels politics should inform a financial plan. Read more »
Tax Day 2023 is Tuesday April 18
If paying your taxes feels extra painful in New Jersey, that’s because it is. Read more »
Break out the Valium: Mr. Market has gone off his meds again
Benjamin Graham famously compared the stock market to an imaginary individual investor, and named him “Mr. Market,” whose defining trait is mood swings. Mr. Market’s highs were most vividly manifested from the March 2020 bottom of the pandemic crash to the autumn of 2021. His low kicked in around Thanksgiving of last year. He might Read more »
The rules for taking ‘required minimum distributions’ changed again. Here’s what IRA owners need to know in 2023
The age you need to start taking RMDs depends on your birth year. Read more »
The Morristown Festival of Books is back! Meet our author…
We could not dream up a more perfect author to share a room with our book-loving clients. Read more »
The one thing inflation has not made more expensive
The prices of goods and services are going up, but stocks are on sale. Read more »
John Bodnar Earns the 2022 Five Star Wealth Manager Award
The 8-year winner is the founder of Bodnar Financial Advisors in Florham Park, New Jersey. Read more »