Inflation. Is it good for the economy?
Inflation is causing prices to rise for everyday consumers. How will this rise affect your overall strategy?
Avoiding a surprise tax bill
After a year of strong stock market gains, many taxpayers are feeling the pain of having made a lot of money in 2021. If you sold stock last year, you know what I’m talking about. You recorded the gains and so did the IRS. This has caused many to have to make a surprise payment to the IRS. What can you do?
What is the IRS thinking?
One of the sweeping changes that was part of the SECURE ACT was the way one who inherited a retirement account had to take distributions.
RMD delay: Good news for retirement savers—maybe
Last week the House of Representatives voted to change the age at which retirement savers must start taking money out of most retirement accounts. The new age is 75, up from 72. For those who will have to take Required Minimum Distributions (RMDs), that’s good news, right? Maybe.
How is the War in Ukraine impacting the markets?
In uncertain times, our highest priority is helping our clients keep emotions out of investing and ensuring you remain focused on your long-term financial goals.
Is it time to worry?
The unprovoked invasion of this democratic country is a painful tragedy to watch. It is horrific and yet the effects of recent wars on investments have tended to be transitory. Going back to the US invasions of Afghanistan and Iraq, the US stock market initially declined but recovered longer term, with stocks recording positive results for years—and those wars involved US troops on the ground.