Tag: Current Events

Biden Signs Infrastructure Bill

Nov 17, 2021

Build Back Better Infrastructure Bill
This infrastructure bill will create jobs in many parts of the country

At the White House on Monday, President Biden signed a $1T bipartisan infrastructure bill set to enable enhancements for transportation and utilities over the next five years.1 (more…)

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Wise Decisions with Retirement in Mind

Nov 1, 2021

Certain financial & life choices may lead you toward a better future.

In retirement, some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain dos and don’ts – some less apparent than others – that tend to encourage retirement happiness and comfort. (more…)

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Estate Taxes May Be Amended Soon

Oct 29, 2021

Coin Stack Tax
What to know about the budget reconciliation bill

To help raise revenue to pay for President Biden’s Build Back Better Plan, Congress is considering a number of tax law changes, including adjusting estate taxes. (more…)

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Cash Alternatives for Charitable Giving

Oct 27, 2021

Charitable Giving
Thinking about donating? Think of these choices.

The year is winding down, and you may be thinking of giving. In fact, you may want to explore the different ways in which you can donate to a charity or non-profit organization, apart from just making a cash gift. Consider some of the alternatives of charitable giving.  (more…)

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Gridlock in the Supply Chain

Oct 25, 2021

cargo ship gridlock
The port crisis continues

While the world has begun to recover from the economic disruption of the COVID-19 pandemic, the delayed reaction has been felt in the supply chain as a gridlock has formed. Industrial shutdowns around the world slowed production to a relative crawl, leaving many businesses struggling to meet consumer demands, both during lockdowns and since.1t (more…)

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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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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 2021.1  But stormy clouds may be on the horizon as we roll into the September market weakness effect. (more…)

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How US Savings Bonds Work
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