It’s no secret the second quarter will be impacted by rapidly changing interest rates, Fed tightening due to a serious miscalculation about inflation, and continued fallout from geopolitical turmoil thanks to Russia. Both stock and bond markets are highly volatile and it looks as though large daily price swings will continue. A restrictive monetary policy
Financial Lessons Learned for 2022 about Inflation and Interest Rates
Looking back at 2021, so much happened: market rallies and declines, fluctuating interest rates, Delta then Omicron, inflation, political polarization, etc. Surprisingly, 2021 was a good year overall despite volatility, most markets trended up, and the U.S. was in the lead. COVID is lingering, but unemployment is still lower than expected, corporate profits are rising,
Build Back Better Bill Sets Bar High for Millionaires Tax
Looks like affluent investors can relax over the holidays after all! Many of them are off the hook from the tax hikes embedded in the Biden administration’s $1.8 trillion “Build Back Better” Act. Almost 4.5 million folks making between $369,300 and $884,900 will actually pay $4,340 less in federal tax in 2022 under the tax
Don’t Miss Midyear Tax Planning Opportunities
Valuable tax planning opportunities exist if you anticipate potential tax changes and take advantage of what’s still available under the Tax Cuts and Jobs Act, CARES Act, and other tax provisions. The American Rescue Plan Act enacted earlier this year included changes that will affect 2021 tax returns and, if enacted, the proposed American Jobs
Perspectives and Perceptions of Women and Investing Part 2
The 2nd article in our series examines a question most folks ask when they begin to accumulate enough extra cash to warrant investing it: Should I try to do this myself? The short answer is, “it depends.” The long answer is a bit more complicated: “depending on how much cash we are talking about, as
Rebalancing Portfolios Post Election And Post Pandemic
It is time for clients to revisit and rethink their investment portfolios. The post-pandemic period will create new opportunities, but the post-election climate has created new risks. This may call for a higher level of diversification for investors, as well as more frequent portfolio rebalancing and added defensive measures. Below find the suggestions we feel
New Investors Beware Tax Triggers
Just started investing this year? Learn how to recognize and handle potential tax triggers! Despite erratic markets, many young professionals started investing for the first time during the pandemic. Many of them did so quite successfully. If you’re a new investor, here are some scenarios and ways to meet an unexpected tax hit from the
