by Montgomery Gossen | Feb 26, 2025 | Blog
2025 has kicked off with higher investor uncertainty. A couple of key points to prepare. Annually, we update our History Revisited blog, highlighting economic and financial market events that put pressure on investor discipline despite having temporary and minimal...
by Montgomery Gossen | Feb 7, 2025 | Blog
On January 5, President Joe Biden signed the Social Security Fairness Act, repealing the Government Pension Offset (GPO) and Windfall Elimination Provision (WEP) for Social Security benefits. These conditions reduced (if not eliminated) the ability to receive Social...
by Montgomery Gossen | Mar 26, 2024 | Blog
In less than three months, the S&P 500 has broken through five market high milestones on five separate occasions1. As prices continue to climb, investors have become concerned that the stock market is too expensive. As of March 25, 2024, the S&P 500 costs...
by Montgomery Gossen | Jul 6, 2023 | Blog
Earlier this year, the Social Security Board of Trustees released their annual report on the solvency of Social Security benefits. Over several years, the Board of Trustees has continued to report on funding issues for fulfilling long-term benefits. Unfortunately,...
by Montgomery Gossen | Apr 17, 2023 | Blog
From time to time, we get calls from clients asking about trusts and if they should be incorporated into a financial plan. While these vehicles can be a sophisticated tool for transferring assets, they can come with high costs and added complexity. To help determine...
