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ChartTalk: So far 2023 has been a recovery from a disappointing 2022; year-to-date stocks are up 7.5% and bonds are up 3%. But let’s keep current market performance in perspective.
ChartTalk: In 2022, for the first time, more electricity was generated from renewable sources in the U.S. over the course of one year than from coal.
ChartTalk: This infographic from Visual Capitalist shows how the 60/40 portfolio has fared from 1926–2019.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025