Blog | Ann-splaining

Sep 304 min read

How Geopolitical Conflicts Impact Markets and the Economy

Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.

Apr 94 min read

3 Market Insights for Investors in Q2 2024

2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the...

Mar 278 min read

All Things Roth: How You Can Build Tax-Free Retirement Savings - 2024 Update

The tax benefits of a Roth retirement account could reduce your lifetime tax bill, even if you make too much to contribute directly.

Mar 134 min read

The Tax Planning Strategy That Helps You Think Differently About “Total Tax”

Paying more taxes in some years could result in paying less Total Tax over your lifetime.

Feb 283 min read

How Consumer Spending Supports the Economy and Markets

Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend...

Sep 304 min read

How Geopolitical Conflicts Impact Markets and the Economy

Without minimizing the real-world impact of these conflicts, investors may wonder how they might impact financial markets and the economy.

Apr 94 min read

3 Market Insights for Investors in Q2 2024

2024 began with debates over a “soft” versus “hard” landing as the Fed attempted to stabilize the economy, as well as over the...

Mar 278 min read

All Things Roth: How You Can Build Tax-Free Retirement Savings - 2024 Update

The tax benefits of a Roth retirement account could reduce your lifetime tax bill, even if you make too much to contribute directly.

Mar 134 min read

The Tax Planning Strategy That Helps You Think Differently About “Total Tax”

Paying more taxes in some years could result in paying less Total Tax over your lifetime.

Feb 283 min read

How Consumer Spending Supports the Economy and Markets

Consumer spending is the backbone of the U.S. economy, constituting over two-thirds of our nearly $28 trillion GDP. When consumers spend...

Feb 124 min read

How Expectations Around the Fed, Banks, and the Economy Affect Investors

When it comes to markets, day-to-day price swings are often more about what investors expect than the underlying facts. This is because...

Dec 14, 20231 min read

Parties and Presents and Family Gatherings, Oh My (Money)!

Financial behaviors can be hard to change, especially during a busy and emotional time of the year. In this presentation Ann helps you...

Nov 20, 20238 min read

Financial Empowerment for Women in STEM: Financial Advising and Resources

Financial Planning. What do you do when you get an unexpected inheritance or are suddenly going through a divorce?

Oct 17, 20234 min read

What Washington Politics and the National Debt Mean for Long-Term Investors

Straightforward economic analysis of current US and global events and trends that may affect your investments, powered by Clearnomics.

Ann J. Shubert, CFP®, MBA Financial Advisor