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Category: Personal Finance

Kiplinger Advisor Collective

Dennis McNamara Invited to Join the Kiplinger Advisor Collective

Incredibly honored to share that I’ve been invited into the Kiplinger Advisor Collective, joining a brain trust of financial experts …

A Cautionary Tale: Baby Boomers Want a Do-Over

A recent study by Annuity.com reported that if Baby Boomers could go back and make different choices, most would prioritize their health …

FDIC Refresh: Are you covered?

While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank …

Silicon Valley Bank

WTF, SVB?! A TL;DR

While many were watching the Oscar’s, finance fans were watching the implosion of Silicon Valley Bank (SVB), the 16th largest bank …

Debt Ceiling

A Looming Debt Ceiling

If you follow business/financial news at all, it’s likely that you’re aware of the looming debt ceiling crisis. In this month’s …

SECURE 2.0 Act

SECURE 2.0 Act: If You Don’t Know, Now You Know

On December 23, 2022, Congress passed the SECURE 2.0 Act. This comes roughly three years after the original SECURE Act which was …

DALL-E

AI Wrote This Blog

For this month’s contribution, we allowed AI to write this blog. A few weeks back I learned about the artificial …

Preparing Children for their Financial Future

Preparing children for their financial future is a key concern of many parents. A a follow-up to last month’s contribution …

Preparing Young Adults for their Financial Future

With back-to-school right around the corner, we wanted to use this blog to address preparing young adults for their financial …

The Dreaded "R" Word

The Dreaded “R” Word

Probably like you, we’re hearing the dreaded “R” word – recession – being referenced quite a bit lately. In fact, …

die young late

The Changing Longevity Landscape

Living beyond age 100 may become commonplace. Now, before I go down this rabbit hole, a disclaimer: Extending lifespan beyond …

The Federal Reserve’s Toolkit + Market Hangover

The Federal Reserve’s toolkit consist of two blunt tools: the fed funds rate + quantitative easing. In this month’s contribution …

SEC enforces ESG disclosure

The SEC Finally Enforces ESG

With Earth Month upon us, we’re happy to report one small, incremental bit of progress in finance: The Securities and …

When Worlds Collide

Investors need to be prepared for when worlds collide. Collisions – whether they be on a macro level (like war, …

Finances for Fathers: Episode 64 of the Dad.Work Podcast

Dennis McNamara had the opportunity to connect with Curt Storring, the host of the Dad.Work podcast, in a wide ranging …

The 101 on I Bonds

Before diving into a 101 on I Bonds, let’s first acknowledge that they’re the most boring investment that we’re recommending …

New Year’s Resolutions

For the 50% of your that feel like Michael Scott, this may not be for you. However, If you’re one …

End of Year Planning

Some end-of-year housekeeping and planning strategies to close out the year on a good note: Review your portfolio: with upcoming …

The Role of Alternative Investments in Your Portfolio

For decades, pundits have taken a stab at writing the obituary for the traditional 60/40 portfolio (i.e. 60% stocks/40% bonds). …

TAX

 Federal Tax Proposal – A Summary

The Biden administration recently announced a number of tax proposals to fund new government investments. The current version may not …

S&P 500 marks 100% gain since March 2020

S&P Gains 100% from March 2020 Low: Now what?

After hitting “rock bottom” following global shutdowns related to the coronavirus in March 2020, the S&P 500 has roared ever …

Scam Alert

Beware of Financial Scams

A personal contact shared a story with us regarding their friend who recently fell victim to an online gift card …