Our Weekly Blog

What you really need to know is the difference between the “free money” and the money that you’ll have to earn or pay back later.

Lately there’ve been a lot of headlines about rising inflation. As of the end of November 2021, the annualized Consumer Price Index-Urban was 6.8%.1 We already know this as we are seeing it in higher gas, grocery, housing, and other price increases. With prices going up, what does that mean for the economy and the stock market?

Note the tax loss deadline. You have until December 31 to harvest any tax losses and/or offset any capital gains. It may be advantageous to time sales in order to maximize tax benefits this year or next. We may also want to book gains and offset with any losses.

In 2020, because of a provision in one of the COVID relief bills, you didn’t need to take your RMD. Not so this year (2021). The regular rule has returned and, for many investors the RMD is big.

This infrastructure bill should also create numerous jobs in many parts of the country. Projects ranging from replacing lead pipes in water systems and repairs to bridges will now move from the planning stages to actual physical improvements

Schools are happy to tell you their stats. You've heard about their ranking, acceptance rate and graduation rate. But what might your child's student loan payback look like after attending for four years and earning that diploma?