Joseph Doss, SE-AWMA®, BFA®

Germantown, TN 38138

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HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.
Consider Roth for Tax-Free Income

Roth accounts offer no current-year tax benefit, but they can provide tax-free retirement income.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.