Category: Epic Insights

Will Fed Chair Powell Get a Second Term?

Oct 13, 2021

Financial markets tend to function best when they have clear, strong leadership. When there’s concern about who’s the boss, markets can struggle.  Jerome Powell is finishing his first term as Fed Chair in February 2022. Until the past few weeks, Wall Street overwhelmingly believed he would be nominated to a second term by President Biden.1 (more…)

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Spotting Credit Trouble

Oct 11, 2021

Credit Cards
How to check for problems.

Americans aged 45 to 54, who have credit card balances, carry an average debt of $9,096 per individual.

The wise use of credit is a critical skill in today’s world. Used unwisely, however, credit can rapidly turn from a useful tool to a crippling burden. There are several warning signs that you may be approaching credit problems: (more…)

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Will the IPO Market Heat Up?

Oct 8, 2021

IPO
Wise investors take the big picture approach

If the stock market outlook brightens, there are expectations for a bumper crop of initial public offerings or IPO to make their debuts over the next several weeks.

Somewhere between 90 to 110 IPOs are preparing to come public by the end of the year, which would make 2021 the biggest year for total capital raised since 2000.1 (more…)



Government Debt Goes on a Roller Coaster Ride

Oct 6, 2021

debt ceiling crisis
Investors may find themselves with an uneasy feeling

Debates over government debt, taxes, and infrastructure have captured the attention of the nation this week. All eyes are on Washington and Wall Street as these events play out, with potentially far-reaching consequences that seem to shift hour by hour. (more…)

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October is Breast Cancer Awareness Month

Oct 4, 2021

Breast Cancer Awareness month
Regular Screenings and annual check-ups are essential for early detection

October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month. (more…)

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Types of Stock Market Analysis

Oct 1, 2021

Three different approaches.

The majority of stock market analysis can be lumped into three broad groups: fundamental, technical, and sentimental. Here’s a closer look at each. (more…)

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Chinese Property Market Fallout

Sep 29, 2021

Chinese property markets
Chinese property market tumult isn’t the only area of concern for the Chinese economy

There’s a famous saying about a hurricane starting from a butterfly flapping its wings on the other side of the world. That “butterfly effect” is certainly happening in terms of the Chinese property market influence on financial markets around the world. (more…)



Talking to Your Heirs About Your Estate Plan

Sep 27, 2021

People working at a table
They should not be left ill-informed or unaware.

Talking about “the end” is not the easiest thing to do, and this is one reason why some people never adequately plan for the transfer of their wealth. Those who do create estate plans with help from financial and legal professionals sometimes leave their heirs out of the conversation. (more…)

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Are Your Taxes Going to Change?

Sep 24, 2021

changes in legislation
Wise investors take the “big picture” view when it comes to taxes

Most likely, you’ve heard what’s brewing in Washington, D.C. called by one of these names. The Build Back Better Act. Or the $3.5 trillion budget reconciliation bill. Or the Jobs and Economic Recovery Plan for Working Families. But could it affect your taxes? (more…)

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The Under Utilized Benefits of a Health Savings Account

Sep 22, 2021

Health Savings Account
Tax benefits and new contribution limits for you Health Savings Account

Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Account (HSAs), for example. (more…)

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More Insights

Dec 1, 2021

Getting rich quick can be liberating, but it can also be frustrating. A sudden wealth windfall can help you address retirement saving or college funding anxieties, and it may also allow you to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with … Continue reading “When a Windfall Comes Your Way”

Nov 29, 2021

  You may have seen this statistic before or one resembling it: the average 65-year-old retiring couple can now expect to pay more than $250,000 in healthcare costs during the rest of their lives. In fact, Fidelity Investments now projects this cost at $285,000. The effort to prepare for these potential expenses is changing the … Continue reading “Healthcare Costs are Cutting into Retirement Preparations”

Nov 24, 2021

Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced new contribution limits for 2022.

Nov 22, 2021

Financial markets can be challenging to understand. But when markets enter a “bad news is good news” cycle, it becomes even more difficult to follow along. Enter the Fed’s decision for tapering bond purchases.

Nov 19, 2021

The past year and a half have tested all of us, but overall, the economy continues to strengthen, COVID-19 trends are greatly improving, and this still relatively young bull market is alive and well. As the leaves turn colors and begin to fall to the ground, there are many reasons to be thankful.

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