The start of the year is a great time to set your financial New Year’s resolutions.

Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.

2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the...

The tax benefits of a Roth retirement account could reduce your lifetime tax bill, even if you make too much to contribute directly.

Paying more taxes in some years could result in paying less Total Tax over your lifetime.

Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend...

When it comes to markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because...

Financial behaviors can be hard to change, especially during a busy and emotional time of the year. In this presentation Ann helps you...

Financial Planning. What do you do when you get an unexpected inheritance or are suddenly going through a divorce?

Straightforward economic analysis of current US and global events and trends that may affect your investments, powered by Clearnomics.

Straightforward economic analysis of current US and global events and trends that may affect your investments, powered by Clearnomics.

Check these items off your to do list now so you can relax and enjoy the holiday season!

Six charts to help you understand how the markets really work and help you avoid four high risk investing mistakes.

Federal student loan update: Pandemic pause is ending with no additional forgiveness. Interest will begin to accrue in September 2023.

Learn more about risk and how to confidently plan in an uncertain world.

Residents in FEMA designated disaster areas in CA, AL, and GA have until October 2023 to file 2022 tax returns and make payments. If the...

If you never filed your 2019 tax return, you still have time to claim any refund you had coming.

Ann Shubert, Financial Advisor and past Woman in STEM, is proud to sponsor the NMTC 2023 Women in Tech Awards.

Understanding how the brain works can help you make life changes that stick.

The three new retirement provisions that take effect in 2023 and what they could mean for you.

Making New Year’s Resolutions that last is hard because your brain is wired to resist change.

Building financial independence requires a good design.

Changing spending/saving behaviors requires tricks that will train your brain.

Experiencing a life transition? The financial decisions you make could lead to new and exciting opportunities, if you take the time to think