A jobs report bolstered the case for a soft landing and a June Fed rate cut but inches toward triggering a recession warning. CPI and retail sales will be watched.

Private equity is usually reserved for the rich. It’s the time-honored sport of milking cash from perfectly good businesses! Bleed ‘em dry and keep the dividends coming.

Senate Finance has now published its report, Private Placement Life Insurance: A Tax Shelter For The Ultra-Wealthy Masquerading As Insurance (Sen. Finance, Feb. 21, 2024),

Climate change has not yet broken through as a bipartisan issue. We should all be concerned with the effects of climate change on our retirement portfolios, however.

Once again, the Non-Farm Payrolls (NFP) number, at +275K, was well above the consensus +200K estimate. The Household Survey reported a fall in -184k jobs.

Closed-end funds sometimes give us hard choices … like do we want high dividends or really high dividends? Okay, so maybe I’m being a little flippant here—but not much!