Trading Sideways Walter on Bloomberg Radio July 16, 2025 As earnings season kicks off, Walter was featured on Bloomberg Radio to discuss the market’s response to the CPI report and increased inflation. He also covered Q2 expectations, sector rotation, and how we...
The Weeks Where Decades Happen July 2, 2025 In June’s video, the “Big Beautiful Bill” had just passed in the House. Now, it has passed through the Senate and is awaiting a final House vote. In this month’s video, Walter unpacks the new fiscal...
You might already be familiar with the benefits of contributing to a Traditional 401(k) account. These retirement accounts allow you to set aside before-tax retirement savings, with large contribution limits and no income limitations. However, the adoption of the Roth...
The start of a new year is the perfect time to review and assess your financial well-being. Taking the time to evaluate how your financial situation has evolved can help ensure you are still on track to reach your goals. The checklist below is a simple way to get...
Most non-profit employees are familiar with the benefits of contributing to a Traditional 403(b). These retirement account allow you to set aside before-tax retirement savings, with large contribution limits and no income limitations. In fact, according to the...
