How Geopolitical Conflicts Impact Markets and the Economy
Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.
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Financial Planning At the Intersection of STEM and Money
Apr 94 min read
3 Market Insights for Investors in Q2 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the...
Mar 278 min read
All Things Roth: How You Can Build Tax-Free Retirement Savings - 2024 Update
The tax benefits of a Roth retirement account could reduce your lifetime tax bill, even if you make too much to contribute directly.
Mar 134 min read
The Tax Planning Strategy That Helps You Think Differently About “Total Tax”
Paying more taxes in some years could result in paying less Total Tax over your lifetime.
Feb 283 min read
How Consumer Spending Supports the Economy and Markets
Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend...
Sep 304 min read
How Geopolitical Conflicts Impact Markets and the Economy
Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.
Apr 94 min read
3 Market Insights for Investors in Q2 2024
2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the...
Mar 278 min read
All Things Roth: How You Can Build Tax-Free Retirement Savings - 2024 Update
The tax benefits of a Roth retirement account could reduce your lifetime tax bill, even if you make too much to contribute directly.
Mar 134 min read
The Tax Planning Strategy That Helps You Think Differently About “Total Tax”
Paying more taxes in some years could result in paying less Total Tax over your lifetime.
Feb 283 min read
How Consumer Spending Supports the Economy and Markets
Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend...
Feb 124 min read
How Expectations Around the Fed, Banks, and the Economy Affect Investors
When it comes to markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because...
Dec 14, 20231 min read
Parties and Presents and Family Gatherings, Oh My (Money)!
Financial behaviors can be hard to change, especially during a busy and emotional time of the year. In this presentation Ann helps you...
Nov 20, 20238 min read
Financial Empowerment for Women in STEM: Financial Advising and Resources
Financial Planning. What do you do when you get an unexpected inheritance or are suddenly going through a divorce?
Oct 17, 20234 min read
What Washington Politics and the National Debt Mean for Long-Term Investors
Straightforward economic analysis of current US and global events and trends that may affect your investments, powered by Clearnomics.
Oct 10, 20234 min read
How Middle East Conflicts Have Historically Impacted Markets
Straightforward economic analysis of current US and global events and trends that may affect your investments, powered by Clearnomics.
Sep 27, 20235 min read
Ann-splaining™ Your Money Calendar: Get a Head Start on End of the Year Planning for Employees
Check these items off your to do list now so you can relax and enjoy the holiday season!
Aug 21, 20239 min read
Four High-Risk Investing Mistakes You Should Avoid
Six charts to help you understand how the markets really work and help you avoid four high risk investing mistakes.
Jul 10, 20233 min read
Ann-splaining™ Update: Student Loan Pause Ending With No Pandemic Forgiveness
Federal student loan update: Pandemic pause is ending with no additional forgiveness. Interest will begin to accrue in September 2023.
Jun 12, 20236 min read
Risk: What Could Go Wrong?
Learn more about risk and how to confidently plan in an uncertain world.
May 22, 20232 min read
Tax Relief for CA, AL, & GA Disaster Areas
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...
May 16, 20232 min read
Deadline to Claim 2019 Tax Refund Coming Up Soon
If you never filed your 2019 tax return, you still have time to claim any refund you had coming.
Mar 7, 20231 min read
Proud to Sponsor the NMTC 2023 Women in Tech Awards
Ann Shubert, Financial Advisor and past Woman in STEM, is proud to sponsor the NMTC 2023 Women in Tech Awards.
Feb 20, 20237 min read
How to Make Life Changes That Stick
Understanding how the brain works can help you make life changes that stick.
Feb 13, 20233 min read
SECURE Act 2.0 + Your Retirement - Changes That Could Help You This Year
The three new retirement provisions that take effect in 2023 and what they could mean for you.
Jan 30, 20235 min read
Why the February New Year’s Resolutions Fail Isn’t Your Fault
Making New Year’s Resolutions that last is hard because your brain is wired to resist change.
Jan 16, 20235 min read
Trust the System Engineering Process to Plan Your Financial Future
Building financial independence requires a good design.
Dec 16, 20224 min read
Three Brain Tricks to Try When Saving Isn't Easy
Changing spending/saving behaviors requires tricks that will train your brain.
Dec 5, 20223 min read
Turning Financial Transitions into Transformation: 3 Questions to Ask Yourself.
Experiencing a life transition? The financial decisions you make could lead to new and exciting opportunities, if you take the time to think
Nov 21, 20222 min read
Your Best Financial Decision Is About More Than Just Numbers
A big financial decision made without considering your values may not be in your true best interests.
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