Tag: Investing

Ways to Fund A Special Needs Trust

Jul 7, 2021

Special Needs Trusts
A look at the different choices and strategies

If you have a child with special needs, a special needs trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be used to address those financial challenges. Most importantly, a special needs trust may help provide for your disabled child in case you’re no longer able to care for them. (more…)

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Inflation & the Real Rate of Return

Jun 16, 2021

Real rate of return and inflation
Is your money gaining or losing purchasing power?

The real rate of return is an important personal finance concept to understand. And it goes hand-in-hand with the rate of inflation.

It’s the rate of return on your investments after inflation. The real rate of return indicates whether you are gaining or losing purchasing power with your money. (more…)

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America’s Economy Recovering from COVID

Jun 9, 2021

Some promising trends emerge

With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery.

In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the provision of 295 million vaccinations; 51% of Americans have had at least one injection.1 (more…)

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Inflation Outlook for 2021

May 31, 2021

Inflation
Is the Fed ahead or behind in its monetary policy regarding inflation?

As our nation continues to recover from the effects of COVID-19, one economic trend has been capturing news attention as of late – inflation. Consumer prices are rising amidst economic recovery. In fact, the Consumer Price Index (CPI) rose 0.8% in April 2021, jumping by a greater-than-expected 4.2% year-over-year.1 (more…)

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The Fed’s Taper Rehearsal

May 24, 2021

The talk is of tapering, and its making investors nervous.

The Federal Open Market Committee (FOMC) released the minutes of its April meeting last week. The report suggested that should the economy continue to make progress, it may be time to adjust the pace of the Fed’s monthly bond purchase program.1 (more…)

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Inflation Can Be a Scary Word

May 21, 2021

Inflation
There are compelling reasons to adopt a wait-and-see approach

Inflation can be a scary word for people who are retired. It’s code for “prices are going up, but my income may stay the same.” (more…)

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Buffett and Powell Talk Inflation

May 10, 2021

The Oracle of Omaha and the Fed Chair seem to be at odds

What does it mean when two of the most powerful voices in American financial life seem to be saying two different things?

In one corner, we have the “Oracle of Omaha,” investor Warren Buffett. As one of the nation’s richest people and most frequently sought opinions on business matters, he’s a voice that gets a great deal of attention. He says that prices are going up. (more…)

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Green Shoots in the Economy

Apr 23, 2021

green shoots in the economy
Some examples to consider

Investors looking for “green shoots” to confirm that the economy is on the mend have seen plenty of examples in recent weeks. (more…)

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The Whims of Wall Street

Apr 19, 2021

Wall Street Sign American Flag
What to know about shifting market attention, and investor burnout

It can be exhausting trying to keep up with the whims of Wall Street. Lately, the financial markets have been fixated on federal taxes and what may be proposed on Capitol Hill in the weeks and months ahead. Wall Street’s focus on taxes closely follows its attention on the 10-year Treasury yield. And it wasn’t that long ago that the financial markets were influenced by reopening and vaccine distribution statistics. (more…)

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Inflation Boogeyman

Apr 7, 2021

inflation
What to keep in mind as fears of inflation creep in

Inflation has emerged as one of the top financial concerns for investors as they size up the economy for the rest of the year.

According to research by Deutsche Bank, Google searches for “inflation” are rising rapidly and recently hit a peak not seen since the tracking began 13 years ago. (more…)

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More Insights

Jul 22, 2021

The news keeps getting better for Social Security recipients. It’s now projected that benefits will increase 6.1% in 2022, up from the 4.7% forecast just two months ago. That would be the most significant increase since 1983.1,2

Jul 21, 2021

Inheriting wealth can be a burden and a blessing. Even if you have an inclination that a family member may remember you in their last will and testament, there are many facets to the process of inheritance that you may not have considered. Here are some things you may want to keep in mind if … Continue reading “Coping with an Inheritance”

Jul 19, 2021

It’s long been an aspirational target for entrepreneurs. It literally goes beyond “blue sky,” in terms of location, to a place no business has gone before: Outer Space! The name of the game is commercial space travel.

Jul 16, 2021

With all the attention given to inflation, stock prices, and job reports, it’s been easy to overlook the remarkable move in the bond market during the past few months as bond yields have fallen. The yield on the 10-year treasury closed at 1.37% on Friday, July 9, down from its 2021 high of 1.74% in … Continue reading “The Quiet Fall in Bond Yields”

Jul 14, 2021

On July 6, oil prices reached a six-year high of $76.98 a barrel. This benchmark came as the Organization of the Petroleum Exporting Countries (OPEC) and allies failed to reach an agreement regarding an increase in production.1 This rise in cost follows a year in which OPEC and allies cut production amidst the COVID-19 pandemic. … Continue reading “Oil Prices Hit Six-Year High”

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