Heymarket

01/24/2024

After lagging last year, these stocks could rebound under the right conditions.

01/22/2024

Dividend income is a distribution of earnings paid to shareholders and can have important tax implications. Some are "ordinary" while others are "qualified."

01/17/2024

High earners can get around income limits on Roth IRA contributions by converting other IRA accounts to Roths, but there are some caveats.

01/15/2024

When you factor in volatility and inflation, as well as taxes, fees and asset allocation, a more realistic expectation would be 7%, maybe even 5%. Here’s why.

01/12/2024

Have you received your 1099 yet? Nathan explains why your 2023 tax forms may not be ready yet in this week's Meridian Market Minute.

01/10/2024

There’s more to retirement planning than saving and investing. Don’t let these potential obstacles threaten your financial security.

01/08/2024

Avoiding higher taxes in retirement, having no RMDs and leaving your heirs a tax-free inheritance are just some of the reasons to switch to a Roth IRA.

01/03/2024

Thanks to the ubiquity of their products and services, these Big Tech companies have revenues bigger than many national GDPs.

12/27/2023

Whether or not you choose to use that word, price pressures weren’t permanent.

12/25/2023

Happy Holidays to you and your family!

12/20/2023

The Fed Matters Less Than You Think: Listen, I’m not saying the Fed’s rate hikes had no bearing on inflation. It certainly helped slow hot sectors of the economy like the housing market. But their actions have mattered far less than you think during this bizarre pandemic-induced economic cycle.

These were some of the prevailing narratives from the post-GFC world: We only had a bull market in the 2010s because of the Fed juicing the economy. The only reason tech stocks did well is because of low interest rates. The only reason stocks kept recovering from every correction so quickly is becau...

12/18/2023

Creating an estate plan for an unmarried couple is already challenging, but when the cohabitating couple are in their golden years, it’s especially tricky.