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 »
2021 Mid-Year Client Letter
Thoughts on the economy and the markets over the past six months from John Bodnar, CFP. Read more »
3 Ways to Make Financial Lemonade Out of Coronavirus Lemons
Ways to keep your financial plan on track while you are stuck at home during coronavirus. Read more »
A Letter of Gratitude to Our Clients
We are grateful for the relationships we’ve built over the last 30 years. From our families to yours, Happy Thanksgiving! Read more »
The Best Ways to Save for College (By Age)
Essential college funding strategies for parents of children at every age. Read more »
Financial Planning is an Expression of Love
Give a true gift of love to your family. Get your financial house in order. Read more »