December 4, 2023 |
Will Inflation Hurt Stock Returns? Not Necessarily
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look ...
Learn MoreWill Inflation Hurt Stock Returns? Not Necessarily
Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks.
A look at equity performance in the past three decades does not show any reliable connection between periods of high (or low) inflation and US stock returns.
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December 1, 2023 |
Social Security and Medicare: Strategic Planning for the Upcoming Year
Every October, the Social Security Administration announces potential changes in Social Security benefits for the upcoming January, influenced by the rate of inflation. For 2024, ...
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November 29, 2023 |
Navigating Roth IRA Conversions: The 5-Year Rule and Post-Conversion Estate Planning
When it comes to retirement planning, understanding the intricacies of Roth IRA conversions is crucial. One key aspect is the 5-year rule. This rule dictates ...
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November 27, 2023 |
Maximize Your Charitable Impact with These Four Strategies
As the year draws to a close, it’s a perfect opportunity to rethink how you give to charity. This is important for managing how much ...
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November 17, 2023 |
Strategic Financial Steps to Consider Before 2024 for Significant Savings
As the year draws to a close, it’s crucial to consider how small financial adjustments can lead to significant tax savings. This guide outlines several ...
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November 15, 2023 |
Smart Savings: Seven Strategic Business Tax Deductions to Consider Before 2023 Ends
Here are seven strategic approaches to business tax deductions that are both powerful and accessible, curated for consideration before the close of the year 2023: ...
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November 13, 2023 |
The Federal Reserve and Interest Rates
The Federal Reserve left interest rates unchanged at their meeting on November 1st. They continued to state that they are closely tracking inflation and the ...
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November 10, 2023 |
Increase in Social Security Benefits Fails to Alleviate Financial Concerns for RetireesTop of Form
The recent announcement of a 3.2% increase in Social Security benefits for 2024 aims to counter inflation pressures, yet it may not significantly ease the ...
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November 8, 2023 |
Secure Your Charitable Contributions with Donor-Advised Funds
In recent years, financial advisors have increasingly been setting up donor-advised funds (DAFs) for clients who wish to contribute to charities. Despite the advantages, some ...
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November 7, 2023 |
Understanding the New DOL Fiduciary Rule and Its Impact on Excessive Fees
The Department of Labor (DOL) has taken a firm step in ensuring financial advisors act in the best interests of their clients, especially when it ...
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