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Market Recap: 9/23 - 9/27
<p>Good morning, all! Welcome back to another market recap for the last week, 9/23 to 9/27. Most of the larger headlines hit later in the week, including jobless claims, PCE numbers and the Chinese stimulus. As always, I’ll go over a bit of technical analysis too!</p><p class="button-wrapper"><a class="button primary" href="https://beansandbucks.substack.com/subscribe"><span>Subscribe …
Taxable Brokerages
<p>Welcome back! Today we are talking about Taxable brokerages. Taxable brokerages are basically investment accounts that are not tied to any retirement savings or retirement withdraw rules, taxes and penalties. I will dive into why you would need one, the tax implications and more!</p><div class="captioned-image-container"><figure><a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F4a236e4b-6c1b-496e-b37f-3fcfaafa1621_1000x615.jpeg" target="_blank"><div …
Market Recap: 9/30 - 10/4
<p>Good morning all! Apologies for the one-day delay on the market recap. I unfortunately do have a 9-5 that was quite busy yesterday! We’re back with a recap that included a couple of bigger headlines in Middle East tensions and September payrolls, so let’s hop in!</p><p class="button-wrapper"><a class="button primary" href="https://beansandbucks.substack.com/subscribe"><span>Subscribe …
Bonus Bucks: Tax-Free Retirement
<p>Welcome to the first edition of Bonus Bucks! As mentioned previously, these bonus editions will be budgeting or savings examples, retirement scenarios, additional thoughts on the market or new tax findings, random musings on the financial world and eventually responding to comments and subscriber-submitted questions!</p><p>For this edition, I want to …
Traditional Retirement
<p>Today, I want to discuss traditional retirement and shed some light on the average American retirement savings, ages and more. When you’re in the space, it seems that everyone is light years ahead of you or that you are not saving as much as your peers. Therefore, the purpose of …
Market Recap: 10/7 - 10/11
<p>As promised, this market recap is out a day late, but still released to go over an important week in the market! We learned some of the discussions that led to last month’s 50bps rate cut, new CPI data and kicking off earnings season!</p><p class="button-wrapper"><a class="button primary" href="https://beansandbucks.substack.com/subscribe"><span>Subscribe now</span></a></p><p><strong>Wednesday - …
Custodial / Spousal IRAs
<p>As we have discussed at length, there are a few individual retirement accounts (IRAs) that you can contribute to for your retirement savings. However, there are two more accounts that we need to review: custodial and spousal! These two IRAs are for your children and a spouse with no income.</p><p …
Market Recap: 10/14 - 10/18
<p>Welcome back to another market recap! This past week there was some AI news for chipmakers, a few data reports with jobless claims and retail sales and a few solid earnings reports! The next few weeks I would expect to be choppy due to earnings reports and the uncertainty of …
Market Recap: 11/4 - 11/8
<p>I'm finally back! Thank you for your patience as I took a long European vacation and an extra week to get back into the swing of things, but we have a big week to recap last week. We will be discussing the gains, election results & outcome & rate cuts!</p><p …
Market Recap 11/18 - 11/22
<p>Welcome back all! I apologize for the lack of updates recently. Since getting back from vacation, there was a lot to catch up on at work and now we are heading into the holidays. I will post here with recaps on Mondays and topics on Thursdays as much as possible …