Tag: Current Events

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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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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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 Bull Market Continues … For Now

Sep 15, 2021

Worries are adding up, even as stocks hit new highs.

The bull market continues, with the S&P 500 Index now up seven months in a row. Stocks have impressively gained 20% year-to-date, with the S&P 500 making 53 new all-time highs before the end of August—another new record. All of this has happened with very little volatility, as the S&P 500 hasn’t had so much as a 5% pullback since last October. (more…)

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The September Market Weakness Effect

Sep 10, 2021

September Market Weakness
Investors ending their fiscal year can lead to some market weakness

The stock market notched its 7th straight month of gains in August, and the Standard & Poor’s 500 index has set 53 new highs so far in 2021.But stormy clouds may be on the horizon as we roll into the September market weakness effect. (more…)

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Distracted Americans During Covid

Aug 30, 2021

Consumer Habits during Covid
Consumer habits are changing as we spend more time at home

Over the last year, many have seen their lives impacted by the COVID-19 pandemic. The ways in which we work, live, and communicate have drastically changed, to say the least. (more…)

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Mixed Signals on Inflation

Aug 25, 2021

Inflation Stock market signals
What to know as markets look forward

Are you having a tough time keeping track of mixed inflation signals? You’re not alone.

Consumer prices in July climbed at their fastest rate since August 2008. Worse, producer prices, which can be an indicator of future price changes at the consumer level, rose at the highest rate since tracking began.1 (more…)

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Will Air Travel Problems Persist?

Aug 23, 2021

Air travel departures
How might these problems affect you?

The airline industry plotted a course for recovery in 2021, but recent difficulties may have put that plan into a holding pattern. Air travel in 2021 is far from that path of recovery anybody was hoping for. (more…)

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Expanded Child Tax Credit

Aug 9, 2021

Child Tax Credit Post it note
Changes made for this year

The federal government has upgraded its Child Tax Credit. Thanks to the American Rescue Plan Act, there are four notable differences in effect for the 2021 tax year only.1 (more…)

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More Insights

Oct 20, 2021

If you ever have the inkling to manage your investments on your own, that inkling is worth reconsidering. Do-it-yourself or DIY investment management can be a bad idea for the retail investor for myriad reasons. Getting caught up in the moment. When you are watching your investments day to day, you can lose a sense … Continue reading “Why DIY Investment Management Is Such a Risk”

Oct 18, 2021

If you are an executor to an estate, you must carry out your duties responsibly. Fulfilling these duties is not only a measure of your ability, but a measure of your character.You can approach these tasks methodically. In fact, it is probably best if you do. Here are the common steps required of executors, before … Continue reading “An Executor Checklist”

Oct 18, 2021

Addressing the potential threat of long-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. The U.S. Department of Health and Human Services estimates that 69% of people over age 65 can expect to need extended care services at some point in their lives. So, understanding … Continue reading “Understanding Long-Term Care”

Oct 15, 2021

One constant in life is change. During the past year and a half, we have experienced more change than any of us bargained for. Change is disruptive—but also brings opportunities. For investors right now, there is no shortage of changes to think about, but those changes may set the stage for the next leg higher … Continue reading “Market Update: Change May Bring Opportunities”

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

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