The Social Security Administration has announced a cost of living adjustment (COLA) to recipients’ monthly Social Security and Supplemental Security Income (SSI) benefits. Nearly 69 million Americans will see the 1.6% increase in their payments beginning in January of 2020. The increase – moderate, in comparison to last year’s 2.8% adjustment – is tied to…

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In this episode, you’ll learn the five basic concepts to Retire While You Work. David discusses the ideas that will help you find the work-life balance you crave. Most people think they have to love your job to enjoy your life, and you hear a lot about you aren’t doing life right if you aren’t…

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Our entire team is so excited to have Julie back, after a 4 month maternity leave with her precious baby boy Hugo (and future intern I’m convinced).  We are so happy for her and her husband Jerad during this exciting stage in their lives. Hugo was born on July 14th at 11:59 AM, weighing 7lbs,…

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I had a few thoughts this week after meeting with my Investment Committee and other top economists that I wanted to share, as a quick reminder before we encounter the next wave of market ups and downs: 1.Volatility isn’t going away, and that means the risk of more market sell-offs.  But for stock investors, the…

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