Monthly Foresight

Each month I'll share thoughts on various topics in the world of personal finance, investing, economics, and business through my writings below. May you find my musings informative, thought-provoking and enjoyable.

2024 Foresights

January 2024 - Inflation Impacts — The Federal Reserve Interest Rates and Social Security COLA
February 2024 - What Do Changes in Interest Rates Mean For You?
March 2024 - Do Your Kids Know The Value of a Silver Spoon?
April 2024 - Retirement Seen Through Your Eyes

2023 Foresights

January 2023 -SECURE Act 2.0 and Inflation Math for Today’s Retiree
February 2023 - Your Best Financial Moves for 1Q23
March 2023 - SVB and Why: Global vs. International-What’s The Difference?
April 2023 - To Catch a Thief and The Wild West of Data Theft
May 2023 - What Do Bank Failures Mean for Investors?
June 2023 - Prepare NOW for Big Tax Changes!
July 2023 - A Bucket Plan + Four Really Good Reasons to Invest
August 2023 -Addressing Healthcare Costs & Long-Term-Care Protection Strategies
September 2023 - Mastering Asset Allocation: Your Key to Investment Success
October 2023 - 5 Benefits of Working in Retirement
November 2023 - Is It Good to Have Separate Portfolios in a Marriage?
December 2023 - Top 5 Foresights of 2023

2022 Foresights

January 2022 - The Top 5 Foresights of 2021 and Building a Solid Financial Foundation
February 2022 - How to Tame (Or At Least Handle) Inflation in 2022
March 2022 - Ukraine-Russia, Inflation, and the Fed, plus downloadable 2022 Tax Guide
April 2022 - What Is A Roth 401(K)?
May 2022 - GDP CPI Point to Fed Interest Rate Hikes
June 2022 - Talking to Your Kids About Money
July 2022 - Rising Inflation Spooks the Stock Market and Signals Recession
August 2022 - The Cost of Procrastination
September 2022 -How to Plan For Rising Interest Rates
October 2022 - Home Insurance Claims: To File or Not and Maneuvering in a Down Market
November 2022 -Your Emergency Fund: How Much Is Enough?
December 2022 - A Roundup of the Top 5 Foresight Articles of 2022

2021 Foresights

January 2021 - How to Fine-Tune Your Finances in 2021
February 2021 - The Investment Risk No One’s Ever Heard Of
March 2021 - Industries That Might Benefit Under Biden
April 2021 - Inflation Boogeyman
May 2021 - Market Sectors That Benefit From American Jobs Plan
June 2021 - Inflation Can Be a Scary Word
August 2021 - The Role of the Fed and Smart Investing Principles
September 2021 - How To Deal If Inflation Is Real
October 2021 - 9 Facts About Retirement And Estate Planning Quiz
November 2021 - Year-End Charitable Gifting and TIPS for Inflation
December 2021 - The Top 5 Foresights of 2021

2020 Foresights

January 2020 - Eight Mistakes That Can Upend Your Retirement
February 2020 - Dirty Dozen” Tax Scams to Watch For
March 2020 - Caution Urged as COVID-19 Spreads
April 2020 - We Can Keep You Financially Healthy
May 2020 - Overcoming Anxiety in a Pandemic
June 2020 - Healthy Investing
July 2020 - 8 Mistakes That Can Upend Your Retirement
August 2020 - Is Gold Good Now?
September 2020 - Four Reasons Millennials Need an Estate Strategy
October 2020 - Effective Election Year Planning
November 2020 - Market Insights and Managing Your Emotions
December 2020 - Top 5 Foresights of 2020

2019 Foresights

January 2019 - Understanding Your 2019 Tax Landscape
February 2019 - Budget Check Up: Tax Time Is the Right Time
March 2019 - Does Your Child Need to File a Tax Return? Special Video on Taxes....
April 2019 - Does the Gig Economy Work for You?
May 2019 - Senior Fraud Awareness
June 2019 - Managing Credit & Stopping Debt
July 2019 - When and How to Rebalance
August 2019 - What a Fed Rate Cut Means for Your Money
September 2019 - College Saving Using 529 Plans
October 2019 - How A Financial Plan Can Help You
November 2019 - What to Look for in a Long-Term Care Policy
December 2019 - Top 5 Foresights of 2019

2018 Foresights

January 2018 - Rebalancing Your Portfolio
February 2018 - Volatility Rocks the Market
March 2018 - What the New Tax Bill Means for You?
April 2018 - Political Rant and Stock Performance
May 2018 - Can Protectionism, Trade Wars Upend Economy?
June 2018 - Fun, Sun, and Saving for College
July 2018 - Best Performing Asset Classes
August 2018 - When the Market Drops Again, Should You Liquidate?
September 2018 - When the Market Drops Again, Should You Liquidate?
October 2018 - How to Get Good Advice in Choppy Markets!
November 2018 - The Business Cycle
December 2018 - Top 5 Foresights of 2018

2017 Foresights

January 2017 - Build Your Financial Foundation with Regular Reviews
February 2017 - Milestones for Money Management
March 2017 - Retirement Spending as Important as Saving
April 2017 - Paying Off Debt the Smart Way
May 2017 - The Death Spiral of the Great American Retail Store
June 2017 - Why The DOL's Fiduciary Rule Matters To You?
July 2017 - For Retirement, Time to Buy, Hold or Sell?
August 2017 - Healthy Body, Healthy Pocketbook
September 2017 - Protecting Those Who Matter Most
October 2017 - 3 Need-to-Knows (for Now) of the GOP Tax Plan
November 2017 - Don't Be Your Own Worst Enemy
December 2017 - Top 5 Foresights of 2017

2016 Foresights

January 2016 - Getting Back to Basics: Budgeting
February 2016 - Market Turmoil Welcomes 2016
March 2016 - Gift Tax Basics
April 2016 - Investment Tax Blunders to Avoid
May 2016 - Long-Term Worth the Wait and Risk?
June 2016 - What Makes a Good Fiduciary Advisor?
July 2016 - What Causes Inflation and Why it Matters!
August 2016 - Making Your Heirs Apparent: Life Insurance Beneficiaries
September 2016 - Using Life Insurance for Business Ends
October 2016 - Planning is Key to Reaching Your Goals
November 2016 - Election Surprises Watching the Right Market

2015 Foresights

2014 Foresights

2013 Foresights

2012 Foresights

2011 Foresights

2010 Foresights

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Monthly Foresight

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