Scott Neal, CPA, CFP, is the president of D. Scott Neal, Inc., a fee-only financial planning and investment advisory firm with offices in Lexington and Louisville. Reach him at scott@dsneal.com or by calling 1.800.344.9098.
Remember 2019? Congress passed a huge piece of legislation called the Setting Every Community Up for Retirement Enhancement Act of 2019. It became known as
Have you looked at your investment portfolio lately? I dare say that many of you don’t even want to go there. Rest assured that you
About a month ago, while visiting our college student in Chicago, my wife and I took a stroll down Michigan Avenue (one of my hobbies
I am sure that it goes without saying, but I will say it anyway: On so many fronts these are challenging times that we live
The current economy, marked by the combination of high and rising inflation, low unemployment, and the near-zero interest rate policy by the Federal Reserve, is
My high school basketball coach put up a poster in our locker room. In rather large bold print it read, “Learn from the mistakes of
Investors face several types of risk, and I contend that it is a mistake to get so focused on just one that the others get
If you are the one in your family who fills up at the gas pump or shops at the grocery store, you have undoubtedly witnessed
You’ve probably heard it said that the U.S. stock market average annual total return is about 10%. That’s widely publicized, so we wouldn’t fault you
I don’t suppose that I need to spend a lot of time reminding you that 2020 and Q1 2021 have been tumultuous in the financial
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