Ball & Company Wealth Management

Rising prices aren't only about demand. Supply chains, currency shifts and policy changes all play a role. Here's what's really driving costs higher right now.

My Favorite Product Isn't in Demand But Is Getting Pricier. Why Is That? Several factors besides demand push up the prices of products you love. Understanding what's going on behind the scenes can help you decide what to buy and when.

From overly conservative investing to claiming Social Security early, small habits today can shape retirement tomorrow.

6 Money Mistakes You’ll Regret When You’re Older Overly conservative investing, tax blind spots and delayed planning can undermine savings

Chatbots can crunch numbers, but they can miss tax nuance, Social Security complexity and longevity risk. Here's where AI falls short compared to a professional advisor.

More people are using AI for retirement planning, but how accurate is it? Here's what experts say. As more people turn to chatbots for financial advice, experts say AI offers both pros and cons for retirement planning. Here's what to know.

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill. Here's how it works.

What is tax-loss harvesting? The latest newsletter takes a closer look at this financial strategy.

The newsletter offers twice-monthly insights on taxes, investing and planning for the road ahead, delivered right to your inbox.

Don't Forget to Subscribe Sign up and stay tuned for this week's posts.

Stocks are a solid long-term hedge against inflation, but that's not the same as a retirement spending strategy. Here's why the gap between investing and spending can leave retirees exposed.

The Biggest Inflation Mistake Retirees Make Stocks are often described as one of the best long-term hedges against inflation.

More than half of Americans are turning to AI for help with financial decisions. But what you share can put your personal data at risk.

What not to share when using AI for personal finance help There are risks involved with oversharing

Only one in three Americans can correctly estimate how long a 65-year-old will live. That gap matters a lot when it comes to saving for your retirement.

Americans are underestimating their life spans — and undersaving Only 1 in 3 Americans can correctly identify how long a 65-year-old will typically live, and that has consequences for retirement savers.

Summer spending often feels emotionally justified -- trips, concerts, family time, etc. But making memories can become a permission slip to overspend. But there are ways to spend more intentionally.

The Psychology of Summer Spending: Why ‘Making Memories’ Can Get Expensive Fast Many of the things people spend money on in the summer are not frivolous. They are often tied to family connection.

10 years before retirement is one of the most important windows for building security. From catch-up contributions to portfolio adjustments, there's plenty worth reviewing.

Retirement Countdown: Make these moves when 10 years away Part 2 of our series looks at how to play catch up when you’re 50