Category: Investment Planning
Posted on April 5, 2022
Which Tax Documents Should I Save, Which Should I Shred?
For many, 2021 was consigned to history with the recent filing of their 2021 returns. The only remaining question—what financial records do I need to keep and which ones can I safely shred? The attached article seeks… Read More
Posted on March 9, 2022
3 Views on the Russia-Ukraine Conflict
Russia’s invasion of Ukraine has been nothing short of a humanitarian disaster. The global financial and political strife that has followed pales in comparison with the hardship and loss of life perpetrated on the Ukrainian people. Yet… Read More
Posted on February 16, 2022
How Much Will the Fed Raising Interest Rates Affect You?
If the Fed begins raising interest rates next month, as it is widely expected to do, how will you be affected? How much will you be affected? The consensus among investors is for several rate hikes this year. … Read More
Posted on February 16, 2022
How to Avoid a Tax Bomb When Selling Your Home
Low interest rates have spiked demand for housing over the last two decades. Sale prices have more than doubled. But like all capital assets that have increased in value, taxing authorities look to collect when it’s time to… Read More
Posted on January 18, 2022
2022 Financial Planning Outlook: 3 Trends and Implications
As we enter what may well be a period of transition, effective planning will become increasingly important. As highlighted in the attached piece from Schwab, one of our two recommended custodians, three planning trends will likely dominate the… Read More
Posted on January 18, 2022
Why a January Market Correction Might be Good
Are market corrections healthy? In a word, “yes”. Are market pullbacks common? Very. Corrections prevent bubbles, which occur when market valuations are no longer supported by underlying earnings. Investors become speculators. When a bubble bursts, it can send… Read More
Posted on January 18, 2022
2022 Outlook: Long-Term Perspective on Markets and Economies
Over the past ten-plus years, we have witnessed unprecedented growth in equity markets, as Central Banks around the world lowered interest rates and boosted bond purchases. Rising inflation is now expected to force these bankers to curtail stimulus,… Read More
Posted on January 17, 2022
Charitable Giving and Your Financial Plan
Generosity is great. But should it be spontaneous? Rarely, if ever. Giving has two components—where you give and how your give. First, there is the legacy you want to leave, the values you want to impart to future… Read More
Posted on December 10, 2021
2022 Benefit Plan Limits & Thresholds Chart
Contribution limits to benefit plans have grown significantly over the years. But the growth is largely the result of inflation. Did you know that in 1986, an employee could contribute only $7,000.00 to his/her 401k plan? What’s more,… Read More
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Posted on February 16, 2022
2022 Global Outlook
by C. Todd Fry, CIMA(R), CFS
As we ushered in 2022, much of the investment community was already preparing for a ‘new normal’. Most agree that we will likely never eradicate COVID. Inflation may remain elevated for some time, as the Fed fears… Read More
Category: Investment Planning, Market Commentary